Global Sector Specialist

Schroders UK; Greater London; Hybrid; GBP 75,000 - 110,000; Full time

Job summary

Schroders UK is seeking a Global Sector Specialist for the Communications Services sector to drive high-conviction stock ideas through rigorous fundamental research and financial modelling. You will work with in-house analysts across regions to evaluate candidates and identify opportunities that can deliver earnings growth.

You will analyse company attributes against global sector dynamics and present recommendations to Portfolio Managers, influencing portfolio construction and risk management.

Qualifications

• Strong fundamentals-based stock analysis and financial modelling are required.
• Evidence of stock-picking with conviction and a disciplined process.
• Ability to evaluate sector dynamics within Communications Services and identify earnings surprises.

Responsibilities

• Conduct bottom-up fundamental stock selection within the Communications Services sector.
• Collaborate with in-house analysts organised regionally by sector.
• Analyse company attributes relative to global sector dynamics to identify best opportunities.
• Present stock recommendations to the team at research meetings and support PMs in portfolio decisions.

Skills

Fundamental stock analysis

Financial modelling

Team collaboration

Education

Chartered Financial Analyst (CFA)

Job description

Global Sector Specialist – Communications Services

Who we’re looking for

A talented and courageous stock picker with a solid understanding of fundamental research and financial modelling that loves working in a team environment in which constructive challenge and diversity of views are highly valued.

About Us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

The team

The Global and International Equities team invests in listed equities globally, delivering high conviction portfolios driven from bottom-up stock selection. The team also invests according to sector strategies. As of 31st March 2026, the team manages approximately $125 billion.

The team's investment philosophy derives from the belief that stocks which deliver positive earnings surprise will produce superior long-term returns. The team believes in-depth fundamental research is the most reliable means of identifying such companies, and seeks to identify companies that are expected to deliver a positive earnings surprise over shorter and longer-term time horizons.

Allied to its focus on earnings surprise, the team seeks to appraise the fundamental risk of investing based on a multi-facetted approach, including operational, financial and non-financial risks.

The team's bottom-up analysis is supported by proprietary research into structural themes which the team believe are poorly evaluated by the market particularly in the context of their impact on company earnings e.g. demographics, disruptive innovation, and climate change. Team portfolios normally exhibit a growth and quality bias.

What you’ll do

• Global Sector Specialists are the primary source of idea generation for team portfolios. You will conduct bottom-up fundamental stock selection, driven by proprietary fundamental research;
• Work closely with other in-house analysts, organised regionally by sector and located close to their markets;
• Analyse company attributes relative to global sector dynamics to find the best companies across regions that are expected to deliver forward earnings growth that will exceed the market's expectations and
• Present stock recommendations to the team at research meetings, with the Portfolio Managers selecting the highest conviction stocks for inclusion in portfolios. Responsibility for decision making for the portfolios is guided by the relevant Global Sector Specialist but rests with the team's Portfolio Managers.

The knowledge, experience and qualifications you need

• A thorough grounding in fundamental stock analysis, financial modelling, and in growth-oriented stock selection;
• Real conviction in stock-picking with an eye for detail, and
• A proven track record of alpha generation

The knowledge, experience and qualifications that will help

• Experience in analysing stocks within the Communication Services Sector;
• A detailed knowledge of stocks within Communication Services sector with a thorough perspective on the factors that drive earnings surprise in these industries;
• Understanding of equity markets and knowledge of investing through different market environments, and
• Chartered Financial Analyst, Accountancy or similar qualifications.

What you’ll be like

• A strong team player, comfortable in an environment where ideas are debated and challenged, and
• Excellent communication skills (both written and verbal) and advocacy skills such that they can make and present a compelling case for, or against, the inclusion of stocks in the portfolios, and
• Willingness to embrace change, innovate, and try new ways of working.

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.