Equities Research Analyst

Arup; City of Westminster; On-site; GBP 100,000 - 125,000; Full time

Job summary

A global asset management firm seeks an Equities Research Analyst to focus on the Banks sector. Responsibilities include conducting industry research, financial modeling, and collaborating with Portfolio Managers. Candidates should have proven experience in banks research within asset management, strong quantitative analysis skills, and proficiency in Excel. The role offers opportunities for growth and a commitment to work-life balance within a diverse workspace.

Benefits

Flexible working options

Career growth opportunities

Inclusive workplace culture

Qualifications

• Proven experience in banks research for an Asset Management firm.
• Strong analytical skills for industry and economic analysis.
• Ability to create detailed earnings models and reports.

Responsibilities

• Conduct primary research on industry trends and companies.
• Perform financial modeling and macroeconomic analysis.
• Assist portfolio management in construction and risk management.

Skills

Banks research experience

Quantitative and qualitative analysis

Relationship building

Financial modeling

Communication skills

Education

CFA, ACA or MBA

Tools

Excel

Job description

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.

Responsibilities

• Integrate relative value analysis and in-depth industry research into practical recommendations.
• Conduct primary research on broader industry trends and specific companies 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 securities, 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.
• Travel across Europe with Portfolio Managers/Analysts/CPMs as required to conduct marketing and to meet clients and institutions.

Qualifications

• Considerable and proven banks experience in research for an Asset Management firm.
• Sophisticated communication and relationship skills to influence and share ideas with Portfolio Managers, Analyst colleagues, and company management teams.
• 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.

Preferred Qualifications

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

About Columbia Threadneedle Investments

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.

Full‑Time/Part‑Time: Full time | Worker Sub Type: Permanent | Job Family Group: Investment Management