Newton, Global Research Analyst - Tech Hardware / Semiconductors

Overview
Newton Investment Management is one of BNY Mellon Investment Management's specialists, and they are a London-based global investment house with expertise in a range of disciplines, including global, regional and emerging-market equities, multi-asset strategies, absolute return investing and global bonds. A global, thematic approach to investment helps them achieve long-term perspective on global financial markets and economies and identify areas of long-term risk and opportunity. Their belief is that responsible investment is better investment for clients and they consider ESG (environmental, social and governance) issues in relation to every company in which they invest. Newton is part of BNY Mellon Investment Management, one of the world's largest investment managers.
Job Purpose
Responsible for stock selection, focused on Tech Hardware / Semiconductors industries, through rigorous investment analysis techniques. Delivering clear and accountable investment recommendations that support the portfolio construction effort, to agreed performance metrics.
Key Responsibilities

• To deliver clear and accountable equity investment recommendations, to agreed performance metrics.
• To follow independent thought processes to reach well-argued investment conclusions.
• To continually refine and improve the stock selection analysis and investment process.
• Maintain a thorough knowledge of the process, products, trends and developments within the industry researched.
• To develop a clear view of the competitive position of both companies and products and of the capabilities of management.
• To have an understanding of the strategic position of the industry within the global economy.
• Able to work independently and collaboratively in a team.
• To actively contribute to the relevant internal Investment meetings, thematic research, ESG, the research recommended lists and our strategic and economic frameworks.
• To make clear and focused stock recommendations suitable for the investment requirements of the house and maximising the return for our clients.
• To lead on the investment ideas initiated, while involving colleagues in the debate.
• To support investment ideas with timely and well-written research and to be responsive to research prioritisations.
• To represent the team and Newton, internally and externally to clients and stakeholders.
• To manage meetings with companies, ensuring that the meeting is well run, has appropriate attendance and facilitates an effective dialogue. Meeting notes must be circulated in accordance with House procedures.
• To undertake research which is creative, imaginative and value additive and not merely maintenance-oriented.
• To present investment information to Clients and Consultants in a clear and concise manner, tailoring the information presented to the audience's requirements.
• To liaise with Sales and Marketing as required.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.