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Equity analyst - long-only global generalist

London
Berkeley Croft
Equity analyst
Posted: 6 April
Offer description

We are working with a highly regarded global investment manager to source an Equity Analyst to support the management of a global value equity strategy. Working closely with the Portfolio Managers based in their London office, the successful candidate will play a key role in delivering high-quality investment research and maintaining deep insight into portfolio companies and opportunities.


The firm has a long standing reputation for delivering top quartile returns and is widely seen as one of the best in their peer group.


Key Responsibilities

* Conduct fundamental and valuation analysis across a global equity universe, identifying mispriced quality, cyclical, and special situation opportunities
* Maintain and enhance portfolio monitoring tools, ensuring timely and accurate assessment of valuation, fundamentals, and risk/reward
* Build and maintain financial models, including three-statement and scenario analysis
* Lead company, industry, and thematic research projects aligned with portfolio priorities
* Engage with company management teams and industry participants to test investment theses
* Develop AI-enabled research workflows to improve efficiency and insight generation
* Collaborate with senior investors to translate research into portfolio decisions and positioning
* Track investment performance and contribute to attribution and review processes

Requirements

* 2-3 years’ experience in investment banking or private equity (bulge bracket M&A preferred)
* Strong financial modelling, accounting, and valuation skills, with a desire to produce deep dive research
* Demonstrated interest in equity markets and value investing
* Excellent analytical and communication skills
* Experience with data platforms (e.g. Bloomberg, FactSet)
* Progress towards CFA is advantageous but not a pre-requisite
* Proactive, intellectually curious, and interested in AI-driven research tools
* Already based in London/UK

Why Join

* Direct mentorship from experienced investors in an apprenticeship-style environment
* Exposure to global markets and high-conviction investing
* Opportunity to develop into an independent investor over time

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