Senior Equity Research Analyst - Banks

50120 Threadneedle Asset Mgmt Ltd; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading asset management firm in Greater London seeks an experienced analyst to integrate relative value analysis and conduct in-depth industry research. The role demands considerable banks experience, sophisticated communication skills, and strong financial modelling proficiency. Candidates should possess qualifications such as CFA, ACA, or MBA and have the ability to produce detailed earnings models and reports. This position offers opportunities for personal and professional growth within a diverse and inclusive workplace.

Benefits

Career growth opportunities

Inclusive workplace

Flexible working arrangements

Qualifications

• Proven experience in research for an Asset Management firm.
• Ability to build detailed earnings models and reports.
• Significant proficiency in financial modelling.

Responsibilities

• Integrate value analysis and industry research into recommendations.
• Perform financial modelling of securities and assumptions.
• Interact with management from firms within the sector.

Skills

Banks experience in research

Communication and relationship skills

Quantitative and qualitative analytical skills

Financial modelling proficiency

Valuation methodologies knowledge

Education

CFA, ACA or MBA

Tools

Excel

Job description

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 their next move so please discuss any flexible working requirements directly with your recruiter.