Equity Analyst - Global Financials

Berkeley Croft Ltd; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

We are seeking an experienced Global Financials Equity Analyst to join a long-only global equities team in London. You will take ownership of sector research across banks, insurance and diversified financials, generating differentiated investment ideas.

You will conduct in-depth fundamental research, build financial models and present recommendations to portfolio managers, while exploring AI and alternative data to enhance investment research in a collaborative, research-led environment.

Qualifications

• 7–10+ years' equity research experience in banks, insurance or diversified financials.
• Strong financial modelling, valuation and sector analysis capabilities.
• Proven ability to generate differentiated investment ideas and challenge consensus.
• Interest in thematic investing and applying AI/alternative data to investment research.

Responsibilities

• Conduct in-depth fundamental research and financial modelling to identify long-term opportunities.
• Develop differentiated investment recommendations and present findings to portfolio managers.
• Build and maintain complex financial models.
• Lead on specialist analysis of financial sector dynamics, regulation, valuation and emerging technologies.
• Contribute to portfolio construction, thematic research and stewardship activities.
• Explore the use of AI and alternative data to enhance investment research.

Skills

Financial modelling

Equity research

Valuation

Thematic investing

Communication skills

AI in research

Tools

Bloomberg

FactSet

Capital IQ

Job description

We are working with an established investment management firm, headquartered in London, who are seeking an experienced Global Financials Equity Analyst to join their long-only global equities team.

This is an opportunity to take ownership of sector research, generating differentiated investment ideas across global banking, insurance, and diversified financials.

Key Responsibilities

• Conduct in-depth fundamental research and financial modelling to identify compelling long-term investment opportunities.
• Develop differentiated investment recommendations and present findings to portfolio managers.
• Build and maintain complex financials models.
• Lead on specialist analysis of financial sector dynamics, regulation, valuation and emerging technologies.
• Contribute to portfolio construction, thematic research and stewardship activities.
• Explore the use of AI and alternative data to enhance investment research.

Candidate Requirements

• 7–10+ years' equity research experience analysing banks, insurance and/or diversified financials companies on the buy side or sell side.
• Strong financial modelling, valuation and sector analysis capabilities.
• Proven ability to generate differentiated investment ideas and challenge consensus.
• Interest in thematic investing.
• Intellectual curiosity and ability to demonstrate differentiated thinking.
• Excellent communication skills and experience presenting investment recommendations.
• Proficiency in Bloomberg, FactSet or Capital IQ
• An interest in applying AI and technology to investment research.

This role will suit an intellectually curious investor with strong commercial judgement and a long-term mindset, seeking to influence investment decisions within a collaborative, research-led environment.