Equity Analyst – Single Family Office, London

Agreus; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A London-based family office is seeking an Equity Analyst to join their team. This role involves researching and analyzing public market investments, making recommendations, and monitoring portfolio performance. Candidates should have 1-3 years of relevant experience and strong technical skills in equity analysis. The position emphasizes both technical acumen and cultural fit within the team.

Qualifications

• 1-3 years of experience in family office or buy-side public equity role.
• Strong technical knowledge of equity reporting and analysis.
• Capable of conducting thorough investment research.

Responsibilities

• Conduct detailed research on companies and industries.
• Provide quarterly commentary on public equity markets.
• Prepare monthly equity reports on portfolio movement.

Skills

Public market analysis

Equity portfolio management

Investment research

Risk assessment

Presenting investment strategies

Tools

Bloomberg terminal

Job description

Equity Analyst – Single Family Office, London

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-side or research role. The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders.

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.
• 1-3 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.
• Experience of using a Bloomberg terminal.

Responsibilities:

• Detailed research on companies and industries
• 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.
• Adhoc analyse on a range of investment projects, driven by the principal.

If you would like to find out more about the role, please send a copy of your latest CV to Reuben Huchard at [e-mail]