Equity Analyst (UK Coverage) – Leading UK Asset Manager
Our client, a leading UK-based asset manager, is looking to grow its UK Equities investment team with the addition of an Equity Analyst. The firm is seeking a strong idea generator, someone who is passionate about stock picking and thrives in a high-performance, collaborative environment.
The team operates with a long-term horizon, investing across all-cap UK equities as sector generalists, following a quality-growth investment philosophy. With an average holding period of 5+ years, this role would suit candidates who think like owners, and are strongly aligned with long-term value creation.
Responsibilities
* Conduct bottom-up fundamental research across UK-listed equities
* Identify high-quality, undervalued businesses with sustainable growth potential
* Build and maintain financial models, perform valuation analysis, and assess competitive positioning
* Engage directly with company management teams, industry experts, and other stakeholders
* Communicate investment ideas and recommendations clearly to the broader investment team
* Monitor existing holdings and update views based on new information or changes in market dynamics
Requirements
* ~3 years’ buyside equity investment experience, ideally within a long-only asset manager.
* Some exposure to UK equities, either as a dedicated UK specialist or as part of a broader mandate (e.g. pan-European) with UK names forming part of coverage
* CFA Charterholder (having successfully completed all 3 levels, ideally with first-time passes)
* Demonstrable interest and passion for equity investing, evidenced through participation in university investment societies, personal account investing (and research), reading core-texts within value investing (i.e. Benjamin Graham’s, Intelligent Investor ), or similar.
* Demonstrated ability to originate and articulate high-conviction investment ideas
* Strong financial modelling and valuation skills, with a deep understanding of accounting and business analysis
* Candidates must have right to work in the UK
If this opportunity is of interest, please submit an up-to-date CV in MS Word (.docx) format to fundmanagement@octaviusfinance.com