Senior Equity Analyst

Recruiter
Meredith Brown Associates
Location
London, United Kingdom
Salary
£EXC
Posted
18 Jan 2023
Closes
28 Jan 2023
Ref
18435885
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Primary Responsibilities:
  • Ability to produce high quality, rigorous evidence supporting all investment decisions.
  • Ability to analyse and attribute fund performance by country, region and/or sector exposure and provide insightful commentary to highlight any significant developments.
  • Ability to analyse individual fund manager style, trading activity, portfolio risk and consistency of investment approach and subsequently challenge fund managers where appropriate.
  • Primary analytical (monitoring) responsibilities on the major equity strategies on the investment platform.
  • Leading and coordinating major research projects on investment managers and strategies designed to augment the Client's offering.
  • Assessing and managing the appropriate blend of managers / strategies utilized within the Client's major equity building block / manager of manager funds
  • Assisting in the design of the investment processes that inform the investment decision making of the equities team and wider division.
  • Presenting to Investment Committees and other executive boards on critical investment issues.
  • Proven experience in making and owning investment recommendations and decisions
  • An exemplary understanding of all elements of investment manager / strategy research.
  • Evident skill and experience in designing complementary blends / packages of managers / strategies.
  • A deep understanding of the features of a high-quality decision-making process and how to implement it.
  • Sophisticated use of data and analytics to produce the evidence to inform decision making.
  • Ability to mentor and lead junior analysts, creating a culture of support and development.
  • Ability to compare, contrast and combine the full universe of equity strategies - from pure passive to quantitative and high conviction active.
  • A passion for investment research and a willingness to drive the investment research agenda of the team and business.
  • Strong technical knowledge of public equities markets and the investment processes used by active long-only public equities managers.

Background Experience:
  • Front office investment experience and a history of making investment decision from research initiation to implementation and ownership.
  • Experience of deep and detailed manager / strategy research is preferred, although direct investing experience also considered.
  • Expertise in blending and combining strategies and managers into well-balanced blends, ensuring risk are intended and manageable.
  • Experience presenting complex topics to senior boards and committees
  • Degree qualified, or equivalent.
  • Preferably attained CFA exams, or equivalent.
  • Practical experience of analytical systems such as Aladdin / Bloomberg / Style Research / Factset.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted
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