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- Tasks: Conduct detailed research and analysis on public equities to make investment recommendations.
- Company: Join a newly established, dynamic Single Family Office in London.
- Benefits: Competitive salary, opportunity for growth, and a collaborative work environment.
- Why this job: Make a real impact in investment decisions while working with high-net-worth individuals.
- Qualifications: 1-3 years of experience in equity analysis or related fields.
- Other info: Proactive team players with strong communication skills will thrive here.
The predicted salary is between 36000 - 60000 £ per year.
Equity Analyst – Single Family Office, London
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.
- 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.
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.
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
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Equity Analyst – Single Family Office, 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
✨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 friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your research and analysis work. When you get the chance to meet potential employers, having tangible examples of your expertise can really set you apart from the crowd.
✨Tip Number 3
Stay updated on market trends! Regularly read financial news and reports to keep your knowledge fresh. This will not only help you in interviews but also show that you're genuinely interested in the field.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you a better shot at getting noticed by hiring managers.
We think you need these skills to ace Equity Analyst – Single Family Office, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Equity Analyst role. Highlight your experience in public market analysis and any relevant roles in family offices or buy-side environments. We want to see how your background aligns with our focus on direct global equities!
Showcase Your Research Skills: In your application, emphasise your ability to conduct thorough research and present investment recommendations. We’re looking for someone who can clearly communicate their ideas, so don’t shy away from showcasing your analytical prowess!
Highlight Cultural Fit: Remember, personal and cultural fit is just as important as technical skills. Share examples of how you’ve worked well in teams or adapted to different work environments. We value proactive and strong communicators who are committed to their strategies!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensure it gets the attention it deserves. Don’t miss out on this opportunity!
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.
✨Practice Your Presentation Skills
You'll likely need to present your ideas clearly to stakeholders. Practise summarising complex information into concise, engaging presentations. Consider doing mock interviews with friends or colleagues where you can present your analysis and receive feedback on your delivery.
✨Cultural Fit Matters
Remember that personal and cultural fit is just as important as technical skills. Be yourself and let your personality shine through during the interview. Share experiences that highlight your teamwork, communication skills, and how you align with the family office's values and mission.
