Senior Equity Analyst
7 days ago
ElevatePartners have been retained exclusively on behalf of a new to market, global AssetManagement firm to hire a Senior Equity Analyst. This role will report directlyinto the CIO and represents an excellent opportunity for investment professionalslooking to progress their career in a stock selection role.
The role:
Assistinoriginationofnewinvestmentideasandongoingmanagementofexistinginvestmentsinthe funds
Undertakemonitoringandbottom-upanalysisonpublicequityandmultiassetportfolios
Conductresearch/duediligenceonnewandexistinginvestmentideasandprepareinvestment papers / proposals accordingly
Create,develop,andmaintainfinancialmodels Developandmaintainrelationshipswithcompanies,advisers,andotherindustryparticipants
Implementandensureadherencetocomplianceproceduresassociatedwiththerelevantfund prospectuses, investment processesand risk limits.
Assistintheproductionofmarketingmaterialswhichwillbeusedtoraisefunds andcapitalas required
Requirements
5-8yearsrelevantexperienceinindustrysuchas Equity Research, FundManagement,PrivateEquity, CorporateFinanceCFA/ACA preferable
Demonstrablepassionandaptitudeforinvestmentandstockpicking
StrongfinancialskillsincludingfinancialmodellinginExcelandanalysiscapability
Strongpeopleskills,capacitytobuildandmaintainrelationships
Interest and knowledge in ESG/SFDR beneficial
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