Alvar Financial Services is a boutique firm offering a variety of investment and trading services through its business lines - Equity Markets for professional and institutional clients, Research Services and Electronic Global Retail Platform for private clients. Our small community and flat structure empowers our people to grow and create unconstrained ideas within their field of expertise, driving innovation and mastery in their work. We all work together as one to achieve our vision of being a trusted partner to our clients, providing unrivalled insights and a collaborative high touch service. Introduction to Olivetree Global Olivetree Global is our equity markets division, providing timely, differentiated and un-biased service to an exclusively institutional client base. We have built core expertise in a deep understanding of hard to model situations, combining a wealth of experience with innovative data analysis, to provide guidance and insight where clients need it most. We are established as a trusted trade execution partner for many of the largest and most sophisticated global institutional investors and hedge funds, having developed an operating model which ensures our clients’ best interests always guide our actions. Our independence, deep experience and understanding of the intricacies of equities execution combined with access to the widest spectrum of venues, best in class trading tools and extensive buy-side and sell-side connectivity enable us confidently to meet the highest service level expectations for our clients. Role Responsibilities: ▪ Evaluating and monitoring hard and soft catalyst event driven special situations with particular focus on North-American merger arbitrage for a global hedge fund client base ▪ Compile continuous updates on event driven announcements and press comments ▪ Work with sales/sales traders on actionable, idea driven, sales calls ▪ Communicate analysis and ideas with clients up to CIO level ▪ Source and undertake calls with deal related management, advisors, journalists, sector experts etc ▪ Provide real-time analysis and opinions on breaking news ▪ Traveling to company events and conferences as required ▪ Undertake equity valuation analysis ▪ Work with Olivetree’s Long/Short and Index Events teams and clients ▪ Any ad hoc duties that may be required from time to time. The ideal candidate will possess the following: ▪ Intellectual curiosity and commercial, idea driven focus ▪ Self motivated and able to work in a fast moving, entrepreneurial environment ▪ Able to work collaboratively as well as independently ▪ Strong attention to detail and accuracy ▪ Excellent interpersonal and communication skills ▪ Willingness to work additional and flexible hours when necessary ▪ Confidence in communicating up to Board and C-suite level with companies being researched Requirements and Preferences: ▪ Investment banking experience, two years post training ▪ Event driven, M&A or private equity related experience preferred, but not essential ▪ Knowledge and experience of US equity market and macro-economic fundamentals ▪ Advanced excel knowledge, preferable ▪ Working knowledge of Bloomberg This role is regulated under the FCA’s Senior Managers and Certification Regime. Commitment To Diversity At Alvar Financial Services we believe that every voice matters. We strive to create a mindful and respectful environment where everyone can bring their authentic self to work, and experience a culture that is free of harassment, racism, and discrimination. That’s why we are committed to diversity and inclusion in the workplace and are a proud equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by law. This policy applies to all employment practices within our organisation, including, but not limited to, hiring, recruiting, promotion, termination, layoff, and leave of absence. Alvar Financial Services is also committed to providing reasonable accommodations in our job application procedures for individuals with disabilities. Please inform our HR Team via email hr@alvarfinancial.com if you need any assistance completing any forms or to otherwise participate in the application process.