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Equity analyst - capital market strategies (m/f) - tikehau investment management - annonces

London
Investment manager
Posted: 3h ago
Offer description

We're growing our Capital Markets Strategies - Equity team in London and are looking for an Equity Analyst with a strong bottom-up mindset and a passion for deep fundamental research. You will drive idea generation and rigorous financial analysis to support our diversified listed equity funds. You'll take ownership of full-cycle company coverage, contribute to investment decisions, and help articulate our views to clients and partners. We value an entrepreneurial, curious and analytical approach-someone who enjoys diving deep into products, technology, business models and industry micro-structures to uncover mispriced opportunities. Lead bottom-up deep dives on companies that fit our strategies; map industry structures, competitive dynamics, and unit economics. Build and maintain robust financial models and track key catalysts. Generate and pitch high-conviction investment ideas; contribute to portfolio construction discussions and risk/reward assessments. Participate in investment committees and support the implementation of the equity investment strategy. Produce clear, insightful research: market notes, performance attribution/explanations, fund positioning and thematic pieces. Support commercialization efforts, partnering with the sales team in client interactions and presentations. Engage with management teams, industry experts and the sell-side to challenge assumptions and refine theses. Uphold research best practices: disciplined documentation, thesis tracking, post-mortems and continuous improvement. 5-10 years of experience in listed equities (buy-side or sell-side), with a demonstrable bottom-up research focus. Expertise in at least one of the following sectors: healthcare, semiconductors, cybersecurity, software, or defence. Strong financial analysis and valuation skills; mastery of accounting, cash-flow drivers and capital allocation frameworks. Clear evidence of idea generation, with an ability to articulate variant perception and map key catalysts. Entrepreneurial mindset: proactive, resourceful, accountable-comfortable owning coverage and driving outcomes. Intellectually curious and hands-on: willing to go deep on technology stacks, regulatory pathways, product roadmaps, or industry data to build edge. Excellent written and verbal communication; ability to synthesize complex topics for investment committees and clients. Team player with a collaborative spirit and high integrity. Education: Degree in business, engineering, finance or a related field (or equivalent). CFA or relevant certifications a plus. Language: Fluent in English; French is a plus.

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Home > Jobs > Banking jobs > Investment manager jobs > Investment manager jobs in London > Equity Analyst - Capital Market Strategies (M/F) - Tikehau Investment Management - Annonces

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