Global Sector Specialist, Communications Services

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

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.