Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Conduct detailed research and analysis on public equities to make 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 passionate team and influence investment strategies in a fast-paced setting.
- Qualifications: 1-3 years of experience in equity analysis or related fields.
- Other info: Ideal for proactive individuals who thrive in collaborative environments.
The predicted salary is between 36000 - 60000 £ 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 equites 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.
- 2-4 years of relevant professional experience in family office, buy-side public equity role, investment banking 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.
Responsibilities:
- 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 analyse on a range of investment projects, driven by the principal.
#J-18808-Ljbffr
Equity Analyst – Single Family Office employer: Agreus
Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Analyst – Single Family Office
✨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
Show off your skills! Prepare a portfolio of your research and analysis work. When you get the chance to chat with potential employers, having tangible examples of your expertise will help you stand out from the crowd.
✨Tip Number 3
Stay updated on market trends! Make sure you're well-versed in the latest news and developments in public equities. This knowledge will not only impress during interviews but also show your genuine interest in investing.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your talents. Plus, it shows you’re serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Equity Analyst – Single Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Equity Analyst role. Highlight your experience in public equity analysis and any relevant projects you've worked on. We want to see how your skills align with what we're looking for!
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 background makes you a great fit for our family office. Keep it concise but impactful – we love a good story!
Showcase Your Research Skills: In your application, don’t forget to mention specific examples of your research and analysis work. We’re keen to see how you’ve identified investment opportunities and assessed risks in the past. Numbers and results speak volumes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – just what we like to see!
How to prepare for a job interview at Agreus
✨Know Your Numbers
Brush up on your financial models and valuation techniques. Be ready to discuss specific stocks and your analysis of them, as well as how you assess risks and opportunities. This will show that you have the technical chops for the role.
✨Research the Family Office
Understand the family office's investment philosophy and portfolio. Familiarise yourself with their past investments and current market positions. This knowledge will help you tailor your responses and demonstrate your genuine interest in their strategy.
✨Prepare to Present
Practice presenting your investment ideas clearly and concisely. You might be asked to explain your thought process behind a recommendation, so being articulate and confident is key. Use examples from your previous experience to back up your points.
✨Cultural Fit Matters
Since personal and cultural fit is crucial, think about how your values align with the family office's ethos. Be prepared to discuss your work style and how you collaborate with others, as they’ll want to see that you can integrate well into their team.
