Equities Research Analyst

Columbia Threadneedle; City of Westminster; On-site; GBP 55,000 - 75,000; Full time

Job summary

A global asset management firm is seeking an Equities Research Analyst to focus on the Banks sector. In this role, you will conduct in-depth industry research, produce detailed financial models, and collaborate with Portfolio Managers. Ideal candidates will possess strong analytical skills, significant experience in banking research, and proficiency in Excel. The role offers opportunities for growth within a diverse and inclusive workplace, promoting work-life balance. Join a team dedicated to investment excellence and innovative solutions.

Benefits

Growth and career opportunities

Inclusive workplace

Flexibility in working requirements

Qualifications

• Considerable experience in Banks research for an Asset Management firm.
• Strong communication skills to influence Portfolio Managers and Analysts.
• Experience in performing detailed company, industry, and economic analysis.

Responsibilities

• Integrate industry research into practical recommendations.
• Perform financial modelling of securities and industry information.
• Interact with management from relevant firms and attend industry meetings.

Skills

Banks experience in research for an Asset Management firm

Communication and relationship skills

Quantitative and qualitative analytical skills

Proficiency in Excel and database management

Financial modelling proficiency

Education

CFA

ACA

MBA

Tools

Excel

Job description

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Equities Research Analyst – Banks Sector (EMEA)

Our EMEA Equities Research Team is looking to recruit a new Equities Research Analyst to focus on the Banks sector, dedicated to European (including UK) research, working with both the UK Equities and European Equities Portfolio Management desks to improve our coverage of the European markets.

How you'll spend your time:

• Integrate relative value analysis and in-depth industry research into practical recommendations.
• Primary research via expert calls, earnings calls, company visits, industry meetings, and sell-side events to generate ideas that aid portfolio performance.
• Use effective communication to appropriately influence and share ideas with colleagues.
• Perform financial modelling of security, company and industry information and assumptions.
• Incorporate macroeconomic analysis into research recommendations.
• Interact with management from firms within the sector, attending company meetings and conferences as needed.
• Play a part in team strategy discussions, including daily market meetings.
• Assist portfolio management teams in portfolio construction and risk management.
• European travel with Portfolio Managers/Analysts/CPM's, as required to conduct marketing and to meet clients/institutions.

To be successful in this role you will have:

• Considerable and proven Banks experience in research for an Asset Management firm.
• Sophisticated communication and relationship skills to appropriately influence and share ideas with Portfolio Managers and Analyst colleagues and to work well with company management teams, as the need arises.
• Quantitative and qualitative analytical skills to perform company, industry and economic analysis, including proficiency with software tools such as Excel and database management.
• Ability to build detailed earnings models and written reports to support stock rankings.
• Diverse knowledge and experience of valuation methodologies.
• Significant proficiency in financial modelling.

It would be great if you also had:

• CFA, ACA or MBA.
• Previous experience as a buy-side equity analyst.

Columbia Threadneedle Investments – Company Overview

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Employment Type – Full Time/Part Time

Full time Worker Sub Type Permanent.

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