Investment Analyst

Leverton Search LTD; Greater London; On-site; GBP 30,000 - 42,000; Full time

Job summary

Leverton Search is partnering with a well-established independent asset manager to appoint a Junior Investment Analyst to its Global Equities team.

The analyst will work alongside a team of portfolio managers across two concentrated global equity strategies, one focused on quality dividend payers and the other on innovative businesses. It is a close, supportive team where people tend to stay for the long term, and they are looking for someone to develop and grow with.

Qualifications

• Outstanding academic record or relevant internships welcome.

Responsibilities

• Researching companies, industries and peers for existing holdings and new ideas.
• Building and maintaining company models.
• Leading and attending company meetings at various levels.
• Developing screens to generate new investment ideas.
• Contributing to portfolio construction discussions and preparing portfolio analysis.
• Presenting ideas clearly to the team.
• Supporting ESG research and company engagement.
• Contributing to fund commentary and client presentations.

Job description

Leverton Search is partnering with a well-established independent asset manager to appoint a Junior Investment Analyst to its Global Equities team.

The analyst will work alongside a team of experienced portfolio managers across two concentrated global equity strategies, one focused on quality dividend payers and the other on innovative businesses. It is a close, supportive team where people tend to stay for the long term, and they are looking for someone to develop and grow with.

Key Responsibilities

• Researching companies, industries and peers, both for existing holdings and new ideas.
• Building and maintaining company models.
• Leading and attending company meetings, from one-to-ones to industry conferences.
• Developing screens to generate new investment ideas.
• Contributing to portfolio construction discussions and preparing portfolio analysis.
• Presenting ideas clearly and persuasively to the team.
• Supporting ESG research and company engagement.
• Contributing to fund commentary, insight notes and client presentations.

About You

The successful candidate will have an outstanding academic record and a real passion for financial markets. Extensive experience is not required, and relevant internships are welcome. Above all, the team is looking for curiosity, a willingness to ask good questions and the confidence to put forward ideas among a group of very bright people.

There is no single profile for this role. You might be a recent graduate who has spent your spare time following markets, or you might have a year or two of experience and be keen to move into a focused investment team. What matters most is genuine interest and the drive to learn quickly.

Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria.

At Leverton Search, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.