At a Glance
- Tasks: Join a dynamic team as a Senior Investment Analyst, generating innovative investment ideas.
- Company: An independently owned mid-size investment firm focused on global equity.
- Benefits: Enjoy a collaborative work environment with opportunities for growth and development.
- Why this job: Be part of a quality/growth investment approach with a long-term outlook and diverse sectors.
- Qualifications: 7+ years in buy-side equity investment; experience across multiple sectors is essential.
- Other info: Candidates with US market or tech sector experience will have an edge.
The predicted salary is between 54000 - 84000 £ per year.
We are working with an independently owned mid-size investment firm who are looking to add a senior investment analyst to their diversified global equity team. The team are looking for a strong idea generator who can join as a senior analyst with the view to being a co-PM. The team is sector and market agnostic but takes a quality/growth approach to investing with a 3-5+ year outlook.
In order to apply you should:
- Currently be working in a buy side equity investment role
- Have 7+ years investment experience
- Have experience working across multiple sectors
- Have experience working on a long only or long bias investment team
- Be based in the UK
Candidates with some experience covering US markets and/or the technology sector will be at an advantage. Interviews are due to take place shortly and will be a 3-stage process + stock pitch.
Apply to fundmanagement@octaviusfinance.com
Senior Investment Analyst employer: Octavius Finance
Contact Detail:
Octavius Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Analyst
✨Tip Number 1
Network with professionals in the investment industry, especially those who work in buy-side roles. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture and values.
✨Tip Number 2
Stay updated on current market trends and sector performances, particularly in the technology sector and US markets. This knowledge will not only help you in interviews but also demonstrate your proactive approach to investment analysis.
✨Tip Number 3
Prepare for the stock pitch by selecting a company that aligns with the firm's quality/growth investment philosophy. Make sure to articulate your investment thesis clearly and back it up with solid data and analysis.
✨Tip Number 4
Familiarise yourself with the firm’s portfolio and investment strategies. Understanding their approach will allow you to tailor your discussions during the interview and show how your experience aligns with their goals.
We think you need these skills to ace Senior Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in buy-side equity investment roles. Emphasise your 7+ years of investment experience and any specific sectors you've worked across, particularly if you have exposure to US markets or technology.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment analysis and your ability to generate strong ideas. Mention your long-only or long-bias investment experience and how it aligns with the firm's quality/growth approach.
Highlight Relevant Skills: In your application, clearly outline your analytical skills, sector knowledge, and any successful investment strategies you've implemented. This will demonstrate your capability as a senior analyst and potential co-PM.
Prepare for the Interview: Since interviews will be a 3-stage process, prepare by practising stock pitches and discussing your investment philosophy. Be ready to explain your thought process behind past investment decisions and how you approach market analysis.
How to prepare for a job interview at Octavius Finance
✨Showcase Your Investment Acumen
Be prepared to discuss your investment philosophy and how it aligns with the firm's quality/growth approach. Highlight specific examples from your experience that demonstrate your ability to generate strong investment ideas.
✨Demonstrate Sector Versatility
Since the team is sector agnostic, be ready to talk about your experience across multiple sectors. Prepare to explain how your diverse background can contribute to the team's overall strategy and success.
✨Prepare for the Stock Pitch
As part of the interview process, you may be asked to present a stock pitch. Choose a stock you are passionate about and ensure you can articulate your investment thesis clearly, including risks and potential returns.
✨Research the Firm's Culture and Values
Understanding the firm's culture is crucial. Familiarise yourself with their investment strategies and recent performance. This will help you tailor your responses and show that you are genuinely interested in being part of their team.