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.
- Other info: Ideal for proactive individuals passionate about investing and financial markets.
- 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.
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 employer: Agreus
Join a newly established Single Family Office in London, where you will be part of a dynamic and high-performing team dedicated to making impactful investment decisions. The company fosters a collaborative work culture that values personal and cultural fit alongside technical expertise, offering ample opportunities for professional growth and development in the fast-paced world of public equity analysis. With a focus on direct global equities, you will have the chance to engage with UHNW individuals and contribute to meaningful investment strategies in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Equity Analyst – Single Family Office, London – PLACED
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its portfolio. Understand their investment strategies and be ready to discuss how your skills align with their goals. Show them you’re not just another candidate, but someone who genuinely cares about their mission.
✨Tip Number 3
Practice your pitch! Be clear and concise about your experience and what you bring to the table. Highlight your analytical skills and any relevant projects you've worked on. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Equity Analyst – Single Family Office, London – PLACED
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 positions. We want to see how your background aligns with what we're looking for!
Showcase Your Research Skills:In your application, emphasise your ability to conduct thorough research and analysis. Mention specific examples where you've identified investment opportunities or assessed risks. This will show us you're ready to dive into the details of our portfolio.
Communicate Clearly:Since you'll be presenting ideas to stakeholders, make sure your written application is clear and concise. Use straightforward language and structure your thoughts logically. We appreciate strong communicators who can convey complex ideas simply!
Express Your Passion:Let us know about your genuine interest in investing! Whether it's through personal projects, studies, or previous roles, share what drives you in this field. We love candidates who are passionate about what they do, so don't hold back!
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 risk and opportunities. This will show that you have the technical knowledge they’re looking for.
✨Research the Family Office
Understand the family office's investment philosophy and portfolio. Familiarise yourself with their past investments and current market trends. This will help you tailor your responses and demonstrate your genuine interest in their approach.
✨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 important, think about how your values align with theirs. Be prepared to discuss your work ethic, communication style, and how you collaborate with others. Show them you’re not just a numbers person but also a team player.
