Junior Equity Analyst

Opus Perm; City Of London; On-site; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

8% employer pension contribution

Private medical insurance

Dental insurance

Professional qualifications funded

Discounted dealing rates

Free mortgage advice

Excellent holiday allowance

Clear progression to Analyst andSenior

Exposure to experienced investment.Pro

Job summary

Opus Perm in London’s Mayfair seeks a Junior Equity Analyst to join the investment team. You will research UK and global equities, analyse company performance, build investment cases, and participate in stock research and portfolio reviews.

The role suits someone progressing through CFA, with 2–4 years' equity analysis experience, and aims to develop toward Analyst and Senior Analyst levels within a collaborative wealth management environment.

Qualifications

• 2–4 years' experience in equity analysis.
• CFA Level 1 qualification desirable.
• Strong analytical and numerical skills.
• Excellent attention to detail.
• Genuine interest in capital markets.

Responsibilities

• Conduct research on UK and global equities.
• Analyse financial statements, results and announcements.
• Build and maintain financial models and valuations.
• Support investment recommendations and research reports.
• Monitor market trends and sector performance.
• Attend company presentations and investment meetings.
• Collaborate with senior analysts and investment managers.

Skills

Equity analysis experience

CFA Level 1 desirable

Analytical skills

Attention to detail

Education

CFA Level 1 (desirable)

Tools

Financial modeling

Valuation work

Job description

Junior Equity Analyst

Mayfair, London Up to 75,000 - Outstanding Benefits

Turn Your Passion for Investing into a Long-Term Career

A fantastic opportunity to join a highly regarded wealth management firm, working alongside experienced investment professionals in a collaborative and high-performing environment.

This role is ideal for someone with a genuine passion for stock markets and company analysis, whether you're already working towards your CFA or have recently completed it. You'll gain hands‑on exposure to equity research, investment decision-making, and portfolio management, with a clear pathway to Analyst and Senior Analyst level as you progress.

The Role

As a Junior Equity Analyst, you'll support the investment team by researching UK and global equities, analysing company performance, building investment cases, and monitoring market activity.

This is an excellent opportunity for someone from a wealth management, private client, investment management, or research background who is looking to accelerate their career within a respected investment business.

Key Responsibilities

• Conduct research on listed companies and investment opportunities.
• Analyse financial statements, results, and company announcements.
• Build and maintain financial models and valuation work.
• Support investment recommendations and research reports.
• Monitor market trends, economic developments, and sector performance.
• Attend company presentations and investment meetings.
• Work closely with senior analysts and investment managers on stock research and portfolio reviews.

About You

• CFA Level 1 qualification, either already obtained or currently being worked towards is highly desirable
• 2-4 years' experience within equity analysis
• Genuine interest in capital market
• Strong passion for equities and financial markets.
• Strong analytical and numerical skills.
• Excellent attention to detail.
• Ambitious and keen to develop a long‑term career in investments.

Benefits

• Annual bonus
• 8% employer pension contribution
• Private medical insurance
• Dental insurance
• Professional qualifications fully funded
• Discounted dealing rates
• Free mortgage advice
• Excellent holiday allowance
• Clear progression to Analyst and Senior Analyst
• Exposure to experienced investment professionals and real investment decision-making

Working Pattern

• Office-based in Mayfair during the initial training period
• Following successful onboarding, flexibility to work 2 days per week from home

Perfect for someone who lives and breathes the stock market, is progressing through their CFA, and wants to join a business that genuinely invests in developing future Analysts and Senior Analysts