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Equity Research Analyst/Fund Manager - UK Small/Mid Cap

Mason Blake

London

On-site

USD 67,000 - 121,000

Full time

30+ days ago

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Job summary

An established industry player is seeking an Equity Research Analyst to focus on AIM and small/mid-cap UK companies. This role involves conducting in-depth fundamental analysis, monitoring portfolios, and producing insightful research reports. The ideal candidate will possess relevant equity research experience and a CFA qualification, showcasing a strong passion for investing. Join a dynamic team where your analytical skills will drive investment decisions and contribute to client success. This is an exciting opportunity for those looking to advance their career in the investment sector and make a meaningful impact.

Qualifications

  • Experience in equity research on the buy-side or sell-side is essential.
  • CFA qualification is highly advantageous.

Responsibilities

  • Conduct fundamental analysis to generate investment recommendations.
  • Develop and maintain financial models for investment strategies.

Skills

Equity Research
Fundamental Analysis
Portfolio Management
Financial Modeling
Client Presentation

Education

CFA Qualification
Degree in Finance or Economics
Job description
Equity Research Analyst/Fund Manager – UK Small/Mid Cap
Job details

Location

London

Date Posted

Category

Investment

Job Type

Permanent

Job ID

Competitive

Description

Our client, a long-only asset manager, is looking to hire an Equity Analyst to cover AIM and small/mid cap UK companies.

Responsibilities:

  • Conduct fundamental analysis of companies in the AIM market to generate investment recommendations
  • Monitor existing holdings and lead the construction and maintenance of portfolios
  • Develop and maintain financial models
  • Produce written research reports and present new ideas to the wider team
  • Present at client meetings and new business pitches when required

Candidate Profile:

  • Relevant equity research experience on the buy-side or sell-side in the AIM or UK small/mid-cap space is essential
  • Ideally portfolio management experience
  • CFA qualification would be highly advantageous
  • Intellectually curious and passionate about investing
  • Extremely diligent and self-driven

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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