Leisure, Lodging & Gaming Equity Sector Lead

Thurn Partners; Greater London; On-site; GBP 140,000 - 230,000; Full time

Job summary

A global investment firm is seeking a Leisure, Lodging & Gaming Sector Lead to enhance their equities capability. This permanent role requires at least 6 years of experience in the sector, focusing on generating unique investment ideas and conducting thorough analysis. Key responsibilities include portfolio construction and collaborating with a dynamic team in a transparent environment. Join a workplace that values disciplined risk management and fundamental research to drive portfolio outcomes.

Qualifications

• 6+ years of experience in Leisure, Lodging & Gaming coverage.
• Strong collaborative skills and process-driven approach.
• Deep expertise in equity coverage.

Responsibilities

• Generate and own fundamental long/short ideas.
• Conduct deep company and industry analyses.
• Contribute to portfolio construction and risk management.
• Continuously re-underwrite positions.
• Leverage data and quantitative tools for ideas.
• Collaborate with PMs and analysts.

Skills

Investment analysis

Fundamental research

Collaboration

Risk management

Job description

A global investment firm is seeking a Leisure, Lodging & Gaming Sector Lead to enhance their equities capability. This permanent role requires at least 6 years of experience in the sector, focusing on generating unique investment ideas and conducting thorough analysis. Key responsibilities include portfolio construction and collaborating with a dynamic team in a transparent environment. Join a workplace that values disciplined risk management and fundamental research to drive portfolio outcomes.