Research Analyst - Insurance - VP

Citi; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading financial services firm seeks an Insurance Equity Research Analyst to cover a group of stocks in the insurance sector. The role involves building financial models, conducting macroeconomic analysis, and effectively communicating ideas to investors. The ideal candidate will have a strong educational background, preferably with CFA, and possess excellent analytical and communication skills, making impactful contributions in equity research.

Qualifications

• Deep knowledge of the European/UK insurance sector.
• Proven ability to write research reports.
• Experience in macroeconomic analysis.

Responsibilities

• Primary responsibility for a group of stocks in the insurance sector.
• Building financial models and conducting due diligence.
• Communicating investment ideas to institutional investors.

Skills

Modelling skills

Strategic thinking

Commercial awareness

Communication skills

Diplomacy

Education

Bachelor’s/University degree

CFA / ACA or FIA preferred

Job description

Insurance Equity Research Analyst. The Analyst has a good knowledge of the Insurance sector. Modelling skills and strategic thinking a pre-requisite. Requires commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables.

Responsibilities:

• The Vice President-level Analyst will have primary responsibility of a group of stocks in the sectors described above
• Responsibilities include: building financial models, writing research reports, conducting macroeconomic analysis on the global energy industry, communicating our team's ideas to institutional investors, conducting due diligence and working with Citi's product team to identify trends in the space.
• Self-starter; used to working in a team environment and who has the ambition to progress his/her career within equity research
• Conduct analysis
• Make Investment Recommendations
• Interact with Institutional Clients
• Arrange company visits and regular management contact for investing clients and due diligence purposes
• Attend industry conferences and speak to industry contacts
• Track company events and earnings
• Develop financial models and valuation techniques
• Establish yourself as an expert
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Deep knowledge of the European/ UK insurance sector
• Distill research into an investable thesis and write report/note
• Market ideas to internal constituents and clients via phone calls and client marketing trips
• Help facilitate direct corporate access for investors
• Provide independent (regulatory controlled)
• Secure and maintain applicable licenses.

Education:

• Bachelor’s/University degree
• CFA /ACA or FIA preferred

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.

The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.

Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

• Honesty, integrity and reputation

• Financial soundness

• Competence and capability

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.

This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.

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Job Family Group:

Research

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Job Family:

Research Analysis

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Time Type:

Full time

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