Junior Equity Analyst

Opus People Solutions Limited; City Of London; On-site; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Annual bonus

Pension - 8%

Private medical insurance

Dental insurance

Professional qualifications funded

Discounted dealing rates

Mortgage advice

Generous holiday allowance

Career progression

Exposure to experienced professionals

Job summary

Opus People Solutions Limited is seeking a Junior Equity Analyst in Mayfair, London. You will research UK and global equities, analyse company performance, build investment cases, and support decisions as part of a collaborative investment team.

The role offers a clear path to Analyst and Senior Analyst, with CFA progression encouraged, and a competitive package including a bonus and comprehensive benefits.

Qualifications

• CFA Level 1 qualification desirable or pursued.
• 2-4 years' experience in equity analysis.
• Strong analytical and numerical skills.
• Excellent attention to detail and a long-term career focus in investments.

Responsibilities

• Conduct research on listed companies and investment opportunities.
• Analyse financial statements, results, and company announcements.
• Build and maintain financial models and valuations.
• 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.

Skills

Analytical skills

Numerical skills

Attention to detail

Long-term career mindset

Education

CFA Level 1

Job description

Junior Equity AnalystMayfair, 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