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For Companies At a Glance
- Tasks: Join our team to manage public equity funds and conduct in-depth stock research.
- Company: Tikehau Investment Management is a dynamic firm focused on innovative investment strategies.
- Benefits: Enjoy a collaborative culture, opportunities for growth, and the chance to impact investment decisions.
- Why this job: Be part of an ambitious team driving quality investments in a fast-paced environment.
- Qualifications: 10+ years in equity research with a proven track record in managing portfolios required.
- Other info: Fluency in English is essential; French is a bonus!
The predicted salary is between 43200 - 72000 £ per year.
We are looking for an experienced Equity Portfolio Manager with a strong entrepreneurial spirit and motivated to join an ambitious public equities team. The employee will conduct fundamental equity research on European and/or US publicly-listed stocks, provide idea generation for our funds, co-manage public equity funds, and contribute to the development of our range of public equity funds.
Responsibilities
- Perform the functions of an equity portfolio manager within our Capital Markets Strategies department.
- Qualitative and quantitative assessment of the business model and performance of European and/or US publicly-listed companies (based on financial and non-financial data).
- Provide idea generation and robust investment cases in line with Tikehau Capital's strategy of investing in quality companies at attractive valuations.
- Monitoring of portfolio companies and potential candidates for inclusion in the fund portfolios (information flow, results, etc.).
- Financial and valuation modelling.
- Work alongside the existing team of portfolio managers and equity analysts and contribute to investment decisions on our public equity funds.
- Preparation and review of marketing documents.
- Participation in the marketing of the funds, through the writing of market notes, performance explanations or fund positioning, as well as supporting the sales force in its interactions with clients and prospects.
- Contribute to the innovation and development effort of the equity fund range.
- Foster collaboration with other investment units of Tikehau Capital, both on liquid strategies and on private assets.
Profile
- At least 10 years of equity research experience and a proven track record of successfully managing public equity portfolios.
- A strong entrepreneurial spirit.
- Ability to analyse and synthesize.
- Team spirit and excellent communication skills.
- Fluent English. French would be a plus.
Contact Detail:
Tikehau Investment Management - Annonces Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Portfolio Manager - Tikehau Investment Management - Annonces
✨Tip Number 1
Network with professionals in the investment management industry, especially those who have experience in equity portfolio management. Attend industry conferences or webinars to meet potential colleagues and learn about the latest trends in public equities.
✨Tip Number 2
Stay updated on market trends and developments in European and US publicly-listed companies. Regularly read financial news, reports, and analyses to enhance your understanding of the sectors you are interested in.
✨Tip Number 3
Demonstrate your entrepreneurial spirit by sharing your own investment ideas or case studies during networking events or interviews. This will showcase your proactive approach and ability to generate robust investment cases.
✨Tip Number 4
Familiarise yourself with Tikehau Capital's investment philosophy and recent fund performances. Tailor your discussions and insights to align with their strategies, showing that you are not only knowledgeable but also genuinely interested in contributing to their goals.
We think you need these skills to ace Equity Portfolio Manager - Tikehau Investment Management - Annonces
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in equity research and portfolio management. Emphasise your entrepreneurial spirit and any successful projects you've led, particularly those related to public equities.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for joining Tikehau Investment Management. Discuss how your skills align with their needs, particularly in idea generation and financial modelling, and mention your ability to work collaboratively within a team.
Showcase Your Analytical Skills: Provide specific examples of your qualitative and quantitative assessments of publicly-listed companies. Highlight any successful investment cases you've developed that align with the company's strategy of investing in quality companies at attractive valuations.
Prepare for Potential Interviews: While this step is not part of the written application, it's important to prepare for interviews by reviewing common questions related to equity portfolio management. Be ready to discuss your past experiences and how they relate to the responsibilities outlined in the job description.
How to prepare for a job interview at Tikehau Investment Management - Annonces
✨Showcase Your Research Skills
Prepare to discuss your experience in conducting fundamental equity research. Be ready to provide examples of how you've assessed business models and performance metrics for publicly-listed companies, particularly in the European and US markets.
✨Demonstrate Your Entrepreneurial Spirit
Tikehau Investment Management values an entrepreneurial mindset. Share instances where you've taken initiative or led projects that contributed to investment strategies or fund development, highlighting your proactive approach.
✨Be Ready for Technical Questions
Expect questions on financial and valuation modelling. Brush up on your technical skills and be prepared to discuss specific methodologies you've used in past roles, as well as how they align with Tikehau's investment philosophy.
✨Emphasise Team Collaboration
Since the role involves working closely with other portfolio managers and analysts, highlight your teamwork and communication skills. Share examples of successful collaborations and how you’ve contributed to collective decision-making in previous positions.
