The Company
A highly successful Wealth Management firm, widely recognised with an excellent reputation based in London.
The Role
The Junior Equity Analyst will form part of a larger team and will support the CIO Office, covering Global Large Cap Stocks – with a long term investment view.
The Junior Equity Analyst will sit within the CIO team analysing and reaching conclusions on Global stocks in any sector, focusing on a Quality Growth investment approach.
The Junior Equity Analyst will conduct due diligence and research on an existing list of Global equities and update notes biannually.
The Junior Equity Analyst will be responsible for the CIO team administrative work relating to running client reports using Bloomberg / Factset and Excel, and providing meeting packs.
Utilising internal databases to maintain the integrity of data used to service clients.
The Junior Equity Analyst will operate within a strict regulatory framework and will ensure that client files are reviewed, kept up to date and compliance packs are made available for monthly sign off.
The Junior Equity Analyst will respond to ad-hoc queries from colleagues that are predominantly equity operational focussed or client-servicing focused.
The Candidate
1-2 years experience in Investment Research / Equity Research ideally buy side wealth management / investment management.
A willingness to undertake the CFA.
Comfortable with excel and administrative tasks
Excellent written and verbal communication skills.
Ability to liaise with Investment Managers on ad hoc requests pertaining to global equities.