Senior Equity Analyst
4 weeks ago
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Elevate Partners have been retained exclusively on behalf of a new to market, global Asset Management firm to hire a Senior Equity Analyst. This role will report directly to the CIO and represents an excellent opportunity for investment professionals looking to progress their career in a stock selection role.
The role:
- Assist in origination of new investment ideas and ongoing management of existing investments in the funds.
- Undertake monitoring and bottom-up analysis on public equity and multi-asset portfolios.
- Conduct research/ due diligence on new and existing investment ideas and prepare investment papers / proposals accordingly.
- Create, develop, and maintain financial models.
- Develop and maintain relationships with companies, advisers, and other industry participants.
- Implement and ensure adherence to compliance procedures associated with the relevant fund prospectuses, investment processes and risk limits.
- Assist in the production of marketing materials which will be used to raise funds and capital as required.
Requirements:
- 5-8 years relevant experience in industry such as Equity Research, Fund Management, Private Equity, Corporate Finance.
- CFA/ACA preferable.
- Demonstrable passion and aptitude for investment and stock picking.
- Strong financial skills including financial modelling in Excel and analysis capability.
- Strong people skills, capacity to build and maintain relationships.
- Interest and knowledge in ESG/SFDR beneficial.
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