Senior Equity Research Analyst - Banks

Threadneedle group; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading asset management firm is seeking an Equities Research Analyst to concentrate on the Banks sector. The role involves conducting in-depth research and financial modelling, with a focus on generating actionable investment ideas. Ideal candidates should have substantial experience in banking research and strong analytical skills. A CFA, ACA, or MBA is preferred. This position offers opportunities for collaboration with portfolio management teams and requires proficient communication abilities for advisory purposes.

Benefits

Career growth opportunities

Diversity and inclusion support

Qualifications

• Proven experience in the Banks sector for an Asset Management firm.
• Strong communication and relationship skills for influencing stakeholders.
• Ability to develop detailed earnings models and reports.

Responsibilities

• Conduct relative value analysis and industry research.
• Engage in primary research via expert and earnings calls.
• Assist portfolio management teams in constructing portfolios.

Skills

Research in Banking sector

Quantitative and qualitative analysis

Communication skills

Financial modelling

Education

CFA, ACA or MBA

Tools

Excel

Database management tools

Job description

Our EMEA Equities Research Team is looking to recruit a new Equities Research Analyst to focus on the Banks sector, dedicated to European (including UK) research, working with both the UK Equities and European Equities Portfolio Management desks to improve our coverage of the European markets.

How you'll spend your time

• To integrate relative value analysis and in-depth industry research into practical recommendations.
• Through primary research on broader industry trends and specific companies via expert calls, earnings calls, company visits, industry meetings, and sell-side events, the analyst will generate ideas that aid portfolio performance.
• Use effective communication to appropriately influence and share ideas with colleagues.
• Perform financial modelling of security, company and industry information and assumptions.
• Incorporate macroeconomic analysis into research recommendations.
• Interact with management from firms within the sector, attending company meetings and conferences as needed.
• Play a part in team strategy discussions, including daily market meetings.
• Assist portfolio management teams in portfolio construction and risk management.
• European travel with Portfolio Managers/Analysts/CPM's, as required to conduct marketing and to meet clients/institutions.

To be successful in this role you will have

• Considerable and proven Banks experience in research for an Asset Management firm.
• Sophisticated communication and relationship skills to appropriately influence and share ideas with Portfolio Managers and Analyst colleagues and to work well with company management teams, as the need arises.
• Quantitative and qualitative analytical skills to perform company, industry and economic analysis, including proficiency with software tools such as Excel and database management.
• Ability to build detailed earnings models and written reports to support stock rankings.
• Diverse knowledge and experience of valuation methodologies.
• Significant proficiency in financial modelling.

It would be great if you also had

• CFA, ACA or MBA.
• Previous experience as a buy-side equity analyst.

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client base.

We appreciate that work life balance is an important factor for many when considering our next move so please discuss any flexible working requirements directly with your recruiter.