Equity Research Analyst

Stonehage Fleming; London; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading company in investment management is looking for an Equity Research Analyst to support the Global Head of Equity Management. This role involves conducting in-depth company and industry research, maintaining portfolio data, and assisting in compliance. The ideal candidate will have a strong educational background in relevant fields, preferably hold a CFA, and possess advanced analytical and communication skills to thrive in a dynamic environment.

Qualifications

• Educated to degree level.
• CFA qualification preferred.
• At least four years of experience in conducting in-depth analytic research.

Responsibilities

• Undertake equity research projects and write high-quality research reports.
• Assist the Global Head of Equity Management with macro-research data.
• Attend and minute investment research meetings.

Skills

Advanced Excel skills

Analytical skills

Research skills

Communication skills

Education

Degree in mathematical, business or science related discipline

CFA qualification

Job description

This role reports to the Global Head of Equity Management, supports him within the Equity Management team and doing equity research. This role will require close and regular interaction with the wider Equity Management team. External interaction with custodians, companies Stonehage Fleming invest in (investor relations, senior management), potential service providers and Third-Party Brokers/Analysts.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Undertake equity research projects by means of written in-depth, high quality company and industry research reports
• Responsible for the research and recommendations of a smaller number of core universe companies
• Assist the Global Head of Equity Management with macro-research data and other equity management research projects and tasks
• Compiling consolidated portfolio data and maintain the fund fact sheet
• Attend, participate and minute investment research meetings
• Adhering to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay
• Assisting the Equity Management team with the running and maintenance of key data series, of ad-hoc tasks and marketing material as may be necessary
• Write other ad-hoc research reports

QUALIFICATIONS AND EXPERIENCE
• Educated to degree level – preferably in a mathematical, business or science related discipline
• CFA qualification a high preference
• At least four years of previous experience of conducting in-depth analytic research
• Good understanding and interpretation of company financials

COMPETENCIES, SKILLS AND BEHAVIOURS
• Advanced Excel skills
• Excellent analytical and research skills
• Excellent communication skills (written and verbal)
• Methodical and meticulous – strong attention to detail
• Committed to delivery, proactive and hardworking
• Flexible – willing and able to work extra hours when required
• Ability to work under pressure
• Confidential and discrete
• Open and honest personality