Leisure, Lodging & Gaming Sector Head - L/S Equity

Thurn Partners; Greater London; Sur place; GBP 140 000 - 230 000; Plein temps

Résumé du poste

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.
• Strong collaborator, eager to build relationships within a dynamic team.
• Naturally curious, with a passion for deep fundamental research.

Responsabilités

• 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.

Connaissances

Investment analysis

Fundamental research

Collaboration

Risk management

Quantitative tools

Description du poste

This global investment firm are expanding their equities capability, with a focus on fundamental long/short investing supported by quantitative research and portfolio construction tools. The approach prioritises flexibility, disciplined risk management, and stock-specific alpha.

As part of this expansion, the firm is appointing a Leisure, Lodging & Gaming Sector Lead to build and run coverage across the sector.

The business is organised around small, sector-focused teams that are supported by shared data, technology, and research resources. Investors operate in a collaborative environment with high transparency and accountability, and the opportunity to contribute meaningfully to portfolio outcomes.

The Role

• Generating and owning fundamental long/short ideas across the Leisure, Lodging & Gaming sector.
• Conducting deep company, industry, regulatory, and balance-sheet analysis to source idiosyncratic alpha.
• Actively contributing to portfolio construction, risk management, and position sizing, with full transparency into P&L.
• Continually re-underwriting positions and rigorously challenging investment theses.
• Leveraging systematic signals, alternative data, and quantitative tools to enhance idea generation and portfolio robustness.
• Collaborating closely with other PMs and analysts, sharing insights and contributing to the broader investment ecosystem.

Your Profile

• 6+ years of experience in Leisure, Lodging & Gaming coverage and a large depth of knowledge in the sector
• Highly process-driven, with a distinct investment edge.
• Deep expertise in your equity coverage universe.
• Strong collaborator, eager to build relationships within a dynamic team.
• Naturally curious, with a passion for deep fundamental research.

Pre-Application Requirements

• This is a permanent role; contract applicants will not be considered.
• Your application is subject to our privacy policy, found here: https://www.thurnpartners.com/privacy-policy