Equity Research Analyst

Stonehage Fleming; London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A leading company in investment management is seeking an Equity Research Analyst to support the Global Head of Equity Management. The role involves conducting in-depth equity research, managing recommendations, and ensuring compliance with policies. Ideal candidates will have a strong analytical background and experience in financial interpretation.

Qualifications

• At least four years of experience in in-depth analytic research.
• Strong understanding of company financials and their interpretation.

Responsibilities

• Undertake in-depth equity research reports on companies and industries.
• Manage research and recommendations for a select group of core universe companies.
• Participate in and document investment research meetings.

Skills

Analytical

Research

Communication

Excel

Education

Degree in a mathematical, business, or science-related discipline

CFA qualification

Job description

Join to apply for the Equity Research Analyst role at Stonehage Fleming.

This role reports to the Global Head of Equity Management, supporting him within the Equity Management team and conducting equity research. It requires close interaction with the wider Equity Management team and external engagement with custodians, invested companies (including investor relations and senior management), potential service providers, and third-party brokers/analysts.

Key Responsibilities

• Undertake in-depth equity research reports on companies and industries.
• Manage research and recommendations for a select group of core universe companies.
• Assist the Global Head of Equity Management with macro-research data and other projects.
• Maintain and compile portfolio data and fund fact sheets.
• Participate in and document investment research meetings.
• Ensure compliance with Investment Management and Group policies, undertake necessary regulatory training, and address breaches promptly.
• Support the Equity Management team with data series management, ad-hoc tasks, and marketing materials.
• Prepare additional research reports as needed.

Qualifications and Experience

• Degree in a mathematical, business, or science-related discipline (or equivalent).
• CFA qualification preferred.
• At least four years of experience in in-depth analytic research.
• Strong understanding of company financials and their interpretation.

Skills and Behaviours

• Advanced Excel skills.
• Excellent analytical, research, and communication skills.
• Methodical, detail-oriented, proactive, and hardworking.
• Flexible with the ability to work extra hours when necessary.
• Capable of working under pressure and maintaining confidentiality.
• Open, honest, and discrete personality.

No agencies, please — our policy is to fill vacancies directly through our internal Talent Acquisition team.