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For Companies At a Glance
- Tasks: Conduct detailed research and analysis on global equities and provide investment recommendations.
- Company: A newly established London-based Single-Family Office with a high-performing team.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Join a passionate team and make impactful investment decisions in a collaborative setting.
- Qualifications: 2-4 years of experience in equity analysis or related fields, strong communication skills.
- Other info: Ideal for proactive individuals with a genuine interest in investing and financial markets.
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 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.
- 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.
- 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.
Equity Analyst – Single Family Office in London employer: Agreus
Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Analyst – Single Family Office in 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
Show off your skills! Prepare a mini-presentation on a recent investment opportunity you’ve researched. This will not only demonstrate your analytical abilities but also your proactive approach and passion for investing.
✨Tip Number 3
Stay updated with market trends! Regularly read financial news and reports to keep your knowledge fresh. Being able to discuss current events and their impact on equities during interviews will show you’re engaged and informed.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure your application reflects your understanding of the role and the family office culture, as personal fit is just as important as technical skills.
We think you need these skills to ace Equity Analyst – Single Family Office in London
Some tips for your application 🫡
Show Your Passion for Equity Analysis: When writing your application, let your enthusiasm for equity analysis shine through. Share specific examples of your experience with public market analysis and how it has shaped your investment strategies. We want to see that you genuinely care about the field!
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for this role. Highlight relevant experiences that align with the job description, especially your background in family offices or buy-side roles. We love seeing candidates who take the time to connect their skills to what we’re looking for.
Be Clear and Concise: In your written application, clarity is key! Use straightforward language and avoid jargon where possible. We appreciate candidates who can communicate complex ideas simply, as this reflects the ability to present to stakeholders effectively.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at the family office.
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 knowledge they’re looking for.
✨Research the Family Office
Understand the family office's investment philosophy and portfolio. Familiarise yourself with their previous investments and any public commentary they've made. This will help you tailor your responses and demonstrate your genuine interest in their approach.
✨Prepare for Scenario Questions
Expect questions about how you would handle specific investment scenarios or market changes. Think through your thought process and be ready to articulate your strategies clearly. This will showcase your analytical skills and judgement.
✨Cultural Fit Matters
Since personal and cultural fit is crucial, be yourself! Show your enthusiasm for the role and the family office environment. Share experiences that highlight your proactive nature and strong communication skills, as these are key traits they value.
