Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Conduct detailed research and analysis on public equities and provide investment recommendations.
- Company: Exciting new Single Family Office in London with a high-performing team.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Join a forward-thinking team and make impactful investment decisions in global markets.
- Qualifications: 1-3 years of experience in equity analysis or related fields, strong communication skills.
- Other info: Ideal for proactive individuals passionate about investing and financial markets.
The predicted salary is between 60000 - 80000 £ per year.
A newly set up London-based Single-Family Office is looking to hire an Equity Analyst to join their high performing team. The successful applicant will report to Senior Investment Managers and the Principal. The family office has a focus on mainly direct global equities with a few private equity investments.
To be successful in this role you will have experience researching, analysing, and ultimately making investment recommendations and/or investing in listed equities within a Family office, buy-side or research role. The candidate will be expected to monitor the existing portfolio, ensuring timely reporting to the principals and other external stakeholders. Having a technical understanding is important but personal and cultural fit is of equal value to the family.
Professional Background:- Will have a strong technical knowledge of all aspects of public market analysis.
- Will have experience of public equity portfolio management and is likely to have been working in another family office, buy-side public equity role or research function.
- Will have an in-depth knowledge of the intricacies of Public Equity reporting, analysis and KPIs.
- Will have the ability to conduct thorough research to identify potential investment opportunities, with an understanding of risk assessment and mitigation strategies within a portfolio.
- Will have the capability to present their ideas and strategies clearly to stakeholders, with a keen eye for detail and accuracy.
- Ideally will have experience in a family office or of dealing with UHNW individuals but this is not essential.
- Must be proactive, strong communicators, hard working and committed to their strategy.
- 1-3 years of relevant professional experience in family office, buy-side public equity role or research function.
- Sound judgement and track record of analysing potential new investment opportunities and assessing risks and opportunities.
- Knowledge and experience of a wide range of stocks, geographies and markets.
- Experienced with financial models for valuations and financial returns analysis.
- Evidence of a genuine interest in investing.
- Experience of using a Bloomberg terminal.
- Detailed research on companies and industries.
- Provide quarterly commentary on the public equity markets by sector and geography and make recommendations.
- Oversee quarterly valuations.
- Prepare monthly equity reports on the consolidated portfolio movement and market commentary.
- Adhoc analysis on a range of investment projects, driven by the principal.
If you would like to find out more about the role, please send a copy of your latest CV to Reuben Huchard at reubenh@agreusgroup.com.
Equity Analyst – Single Family Office, London – PLACED in City of London employer: Agreus
Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Analyst – Single Family Office, London – PLACED in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have experience in family offices or equity analysis. A personal introduction can make all the difference when it comes to landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and current market trends. Be ready to discuss your investment strategies and how you would approach analysing potential opportunities. Show them you mean business!
✨Tip Number 3
Don’t underestimate the power of cultural fit! Research the family office’s values and culture, and think about how you can demonstrate that you align with their ethos during your conversations. It’s not just about numbers; it’s about people too!
✨Tip Number 4
Finally, apply through our website! We’re always on the lookout for passionate candidates like you. Make sure your application stands out by highlighting your relevant experience and genuine interest in investing.
We think you need these skills to ace Equity Analyst – Single Family Office, London – PLACED in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in public market analysis and equity portfolio management. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant skills and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about investing and how your experience makes you a great fit for our family office. Keep it concise but impactful – we love a good story!
Showcase Your Research Skills: Since the role involves detailed research, consider including examples of your past research projects or investment recommendations. We’re keen to see how you approach analysing potential opportunities and assessing risks.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Agreus
✨Know Your Numbers
As an Equity Analyst, you'll need to demonstrate a strong grasp of financial metrics and valuation techniques. Brush up on your knowledge of KPIs and be ready to discuss how you've used them in past roles. Prepare to explain your thought process behind investment recommendations using real examples.
✨Research the Family Office
Before the interview, take some time to understand the specific family office you're applying to. Look into their investment philosophy, recent portfolio moves, and any public statements they've made. This will not only show your interest but also help you tailor your responses to align with their values and strategies.
✨Prepare for Technical Questions
Expect to face technical questions related to public equity analysis and portfolio management. Practice articulating your approach to risk assessment and how you identify investment opportunities. Being able to clearly explain your methodology will set you apart from other candidates.
✨Showcase Your Communication Skills
Since you'll be presenting ideas to stakeholders, it's crucial to demonstrate your communication skills during the interview. Practice summarising complex information in a clear and concise manner. You might even want to prepare a mock presentation on a recent market trend or investment opportunity to showcase your ability to convey insights effectively.