Junior Equity Analyst , Global Stocks , Wealth Management

JJ SEARCH LIMITED; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A prestigious Wealth Management firm in London is seeking a Junior Equity Analyst to join their CIO Office team. The role involves analysing global large-cap stocks, conducting due diligence, and performing administrative tasks essential for client reporting. The ideal candidate will have 1-2 years of relevant experience, a strong analytical background, and a willingness to pursue the CFA qualification.

Qualifications

• 1-2 years experience in Investment Research or Equity Research, preferably buy-side.
• Strong administrative skills and comfort with Excel.
• Excellent written and verbal communication skills.

Responsibilities

• Conduct due diligence and research on Global equities.
• Responsible for client reporting using Bloomberg, Factset, and Excel.
• Maintain data integrity in internal databases.

Skills

Communication

Analytical Skills

Research

Education

CFA (willingness to undertake)

Tools

Excel

Bloomberg

Factset

Job description

The Company

A highly successful Wealth Management firm, widely recognised with an excellent reputation based in London.

The Role

The Junior Equity Analyst will form part of a larger team and will support the CIO Office, covering Global Large Cap Stocks – with a long term investment view.

The Junior Equity Analyst will sit within the CIO team analysing and reaching conclusions on Global stocks in any sector, focusing on a Quality Growth investment approach.

The Junior Equity Analyst will conduct due diligence and research on an existing list of Global equities and update notes biannually.

The Junior Equity Analyst will be responsible for the CIO team administrative work relating to running client reports using Bloomberg / Factset and Excel, and providing meeting packs.

Utilising internal databases to maintain the integrity of data used to service clients.

The Junior Equity Analyst will operate within a strict regulatory framework and will ensure that client files are reviewed, kept up to date and compliance packs are made available for monthly sign off.

The Junior Equity Analyst will respond to ad-hoc queries from colleagues that are predominantly equity operational focussed or client-servicing focused.

The Candidate

1-2 years experience in Investment Research / Equity Research ideally buy side wealth management / investment management.

A willingness to undertake the CFA.

Comfortable with excel and administrative tasks

Excellent written and verbal communication skills.

Ability to liaise with Investment Managers on ad hoc requests pertaining to global equities.