Senior Investment Analyst – Global Equities

An exciting opportunity has arisen within this leading family offices for an experienced Equity Research Analyst to conduct in-depth, high quality company and industry research, supporting a highly performing team of fund managers.

Role & Responsibilities

  • The role is primarily responsible for the preparation and presentation of top-level equity research and some client facing activities, with the potential to take on take on broader responsibilities in the team.
  • Conduct in-depth, high quality company and industry research
  • Report on research formally by means of a written report and in person
  • Oversee and guide research projects by other members of the team
  • Attend investment committee meetings with active participation
  • Undertake client facing activities at times
  • Adhering to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay
  • Assisting in the preparation of marketing material if necessary

Experience

  • Postgraduate degree
  • CFA Charterholder, IMC
  • A demonstrable track record in a similar research role, ideally having gained approximately 10 years research experience.
  • Previous experience of managing a team would be an advantage, although initially there will be no man management
  • Detailed working knowledge of Bloomberg and using Bloomberg with Excel
  • Good working knowledge of FCA compliance requirements

To hear more about this challenging opportunity, please contact Alex Brown on 020 7847 8878 or email alex@meredithbrown.com

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

< Back to Opportunities