Micro Cap Analyst

3 days left

Recruiter
Otus Capital Management
Location
London, United Kingdom
Salary
Competitive
Posted
29 Apr 2022
Closes
29 May 2022
Ref
14685826
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
• to support Jonathan Sharpe (micro cap portfolio manager) and Tamsin Quayle running the micro cap strategy.

• the role is for an analyst - investment decisions are made by the PMs. Candidate should have 2 - 5 year's relevant experience. The fund uses a bottom-up long term value-based approach with low turnover. Strategy AUM is currently $420m. Office based/hybrid working potential.

Attributes:

• 2 - 5 years relevant experience, either in asset management, accounting or a related field. • Strong academic qualifications, degree level/masters background.

• Interest in financial markets, equity investing.

• Independent thinker, numerate, PC skills (excel), ability to work independently.

• Travel to Europe will be required.

• Interest in taking CFA qualification. The main aspects of the role are: Investment research/idea generation

• Screening for ideas, attend and lead meetings with companies, attending conferences.

• Build and maintain spreadsheets/price targets

• Develop and enhance the existing models

• Monitor portfolio news flow and updates

• Work with micro cap portfolio managers on portfolio reviews and strategy, market and macro themes and trends.

ESG:
  • Maintain database of ESG data for portfolio companies.
  • Track ESG develops and highlight areas for improvement.
  • Support engagement with companies regarding ESG developments.
  • Produce in-depth studies on investments where we may take an activist stance.
  • Support the production of fund presentations and fund reporting.

eFCSoSe

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