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


  • 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

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.

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