At a Glance
- Tasks: Generate high-conviction investment ideas through thematic and fundamental research.
- Company: Join a $15bn+ AUM Global Equities team in London.
- Benefits: Collaborative environment with entrepreneurial culture and AI-enabled research.
- Other info: This role does not offer visa sponsorship.
- Why this job: Make an impact by identifying long-term winners in the financial sector.
- Qualifications: 5+ years' equity research experience and strong modelling skills required.
Global Financials Equity Analyst | London
The Opportunity
- Join a $15bn+ AUM Global Equities team with a thematic investing style.
- Cover Banks, Insurance & Diversified Financials for a concentrated 40–50 stock portfolio.
- Partner with highly experienced Portfolio Managers and a sector focused analyst team.
The Role
- Generate high-conviction investment ideas through thematic and fundamental research.
- Identify long-term winners starting with top-down analysis to identify structural tailwinds - analysing AI, regulation, macro & thematic trends.
- Marry top-down analysis with bottom-up fundamental research - a quality tilt of assessing quality of management / execution, robust balance sheets, etc.
- Not wedded to quality, a flexible mandate when it comes to idea generation.
- Build clear investment cases supported by robust modelling and valuation.
- Internal management is driving an entrepreneurial, risk taking (active), high-conviction investment culture.
- Collaborative environment with open debate, and AI-enabled research.
About You
- 5+ years' equity research experience covering Financials.
- Strong modelling, valuation and communication skills.
- Curious, passionate, commercial and able to contribute from day one.
This role DOES NOT offer sponsorship, don't apply if you need a visa.
Global Financials Equity Analyst in City of London employer: Austen Partners
Join a leading global equity investment manager in London, where you will thrive in a collaborative and entrepreneurial culture that empowers analysts to take ownership of their investment ideas. With a strong focus on employee growth and development, this role offers the chance to influence portfolio performance directly while working alongside a team renowned for its expertise in infrastructure and utilities investing. Enjoy the benefits of a supportive work environment that values intellectual curiosity and fosters meaningful contributions to the investment process.
We think you need these skills to ace Global Financials Equity Analyst in City of London
Equity Research
Thematic Investing
Fundamental Research
Top-Down Analysis
Bottom-Up Analysis
Modelling Skills
Valuation Skills
