Equity Analyst

Single Family Office; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A private investment family office in London is looking for an Equity Analyst to join their team. The successful candidate will focus on public market analysis, conduct thorough investment research, and provide detailed portfolio reports. With a technical understanding required, the role values cultural fit as well. Ideal candidates will have 2-3 years of experience in a family office or buy-side role, strong communication skills, and a proactive approach.

Qualifications

• 2-3 years of relevant professional experience in a family office or buy-side public equity role.
• Strong technical knowledge of public market analysis.
• Ability to conduct thorough research on investment opportunities.

Responsibilities

• Conduct detailed research on companies and industries.
• Prepare quarterly and monthly equity reports.
• Make recommendations based on market commentary.

Skills

Public market analysis

Investment recommendation

Risk assessment

Financial modeling

Strong communication

Proactivity

Job description

A newly set up London-based Single-Family Office is looking to hire an Equity Analyst to join their high performing team. The successful applicant will report to Senior Investment Managers and the Principal. The family office has a focus on mainly direct global equites with a few private equity investments.

To be successful in this role you will have experience researching, analysing, and ultimately making investment recommendations and/or investing in listed equities within a Family office,buy-sideor research role.The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders.The candidate will be flexible and creative in their approach with regards investment ideas to ensure the best outcome for the family office.

Having a technical understanding is important but personal and cultural fit is of equal value to the family.

Professional Background:

• Will have a strong technical knowledge of all aspects of public market analysis.
• Will have experience of public equity portfolio management and is likely to have been working in another family office, buy-side public equity role or research function.
• Will have an in-depth knowledge of the intricacies of Public Equity reporting, analysis and KPIs.
• Will have the ability to conduct thorough research to identify potential investment opportunities, with an understanding of risk assessment and mitigation strategies within a portfolio.
• Will have the capability to present their ideas and strategies clearly to stakeholders, with a keen eye for detail and accuracy.
• Ideally will have experience in a family office or of dealing with UHNW individuals but this is not essential.
• Must be proactive, strong communicators, hard working and committed to their strategy.

Relevant Experience:

• 2-3 years of relevant professional experience in family office, buy-side public equity role or research function.
• Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities.
• Knowledge and experience of a wide range of stocks, geographies and markets.
• Experienced with financial models for valuations and financial returns analysis.
• Evidence of a genuine interest in investing.

Responsibilities:

• Detailed research on companies and industries, including qualitative and quantitative research.
• Provide quarterly commentary on the public equity markets by sector and geography and make recommendations.
• Oversee quarterly valuations.
• Prepare monthly equity reports on the consolidated portfolio movement and market commentary.
• Prepare weekly IPO reports.