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For Companies At a Glance
- Tasks: Conduct detailed research and analysis on public equities and prepare insightful reports.
- Company: Join a newly established, dynamic Single-Family Office in London focused on global investments.
- Benefits: Gain exposure to high-level investment strategies and work in a collaborative environment.
- Why this job: Be part of a high-performing team that values both technical skills and cultural fit.
- Qualifications: 1-3 years in equity analysis or related fields; strong communication and analytical skills required.
- Other info: Experience with Bloomberg terminal is a plus; proactive candidates will thrive here.
The predicted salary is between 43200 - 72000 £ 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-sideor 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 (preferably Word) copy of your latest CV to Reuben Huchard at
Upload your CV in either PDF, DOC or DOCX format. Maximum file size 10Mb.
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Equity Analyst – Single Family Office, London – PLACED 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
✨Tip Number 1
Network with professionals in the family office and private equity sectors. Attend industry events, webinars, or local meetups to connect with individuals who can provide insights or even refer you to opportunities at StudySmarter.
✨Tip Number 2
Stay updated on market trends and investment strategies relevant to public equities. Follow financial news, subscribe to investment newsletters, and engage in discussions on platforms like LinkedIn to demonstrate your knowledge and passion for investing.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, especially any relevant projects or analyses you've conducted. Be ready to showcase your understanding of risk assessment and how you've successfully identified investment opportunities in the past.
✨Tip Number 4
Familiarise yourself with the specific values and culture of the family office you're applying to. Research their investment philosophy and be prepared to articulate how your personal values align with theirs during the interview process.
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 highlights relevant experience in equity analysis, particularly within family offices or buy-side roles. Emphasise your technical knowledge and any specific achievements related to public market analysis.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the family office's focus. Discuss your investment philosophy, how you approach risk assessment, and your ability to communicate ideas clearly to stakeholders.
Highlight Relevant Skills: In your application, emphasise skills such as financial modelling, research capabilities, and familiarity with tools like Bloomberg terminals. Mention any experience with portfolio management and your ability to provide insightful market commentary.
Showcase Cultural Fit: Since personal and cultural fit is important to the family office, consider including examples of teamwork, communication, and commitment to strategy in your application. This will help demonstrate that you align with their values.
How to prepare for a job interview at Agreus
✨Showcase Your Technical Knowledge
Make sure to highlight your strong technical knowledge of public market analysis during the interview. Be prepared to discuss specific financial models you've used for valuations and how they have influenced your investment recommendations.
✨Demonstrate Research Skills
Prepare to discuss your research process in detail. Share examples of how you've identified potential investment opportunities and conducted thorough analyses, including any risk assessment strategies you've implemented.
✨Communicate Clearly
Since clear communication is key, practice presenting your ideas and strategies succinctly. You might want to prepare a brief presentation or summary of a past project to demonstrate your ability to convey complex information effectively.
✨Cultural Fit Matters
Remember that personal and cultural fit is just as important as technical skills. Be yourself and show your enthusiasm for the role and the family office environment. Share your genuine interest in investing and how it aligns with their values.
