At a Glance
- Tasks: Conduct investment analysis and propose ideas to Portfolio Managers.
- Company: Join Barings, a leading investment firm committed to your growth.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make an impact in the finance world with innovative investment strategies.
- Qualifications: Five years of experience as an Equities Investment Analyst preferred.
- Other info: Diverse and inclusive workplace with excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Title: Investment Analyst – Developed Equities (pan-European)
Corporate Title: Director
Department: Global Equities
Location: London
Overview
Overall Purpose of Role
Conduct investment analysis in line with Barings Equities investment process and propose potential investment ideas to Portfolio Managers and Heads of SITs
Responsibilities
Professional Development
- Keep technical, regulatory and personal skills and knowledge up to date by completing Barings mandatory continuing professional development hours, and maintaining records in Workday to evidence achievement
Regulatory Responsibilities
- Abide by the relevant FCA Conduct Rules and other applicable FCA rules and regulations
- Abide by Barings rules and regulations
- Complete all mandatory compliance training within the required timescales
- Complete all F&P assessments and performance appraisals within required the timescales
Investment Performance
- To deliver and/or contribute to the delivery of superior risk-adjusted returns of all applicable portfolios over 12 and 36 months
- To contribute to the performance of the Global, International Large and International Small Cap strategies
Adherence to the Investment Process
- To comply and contribute to the investment philosophy, research approach and portfolio construction
- To demonstrate conviction in portfolios and ideas
Research
- Investment Analysts and Investment Managers to produce the following documents for each company under their coverage: Company Overview sheet, Company Scorecard, ESG Considerations sheet, Earnings Model, and notes from that last five meetings with company Management, and to contribute to debates
- Conduct research to Barings’ standard
- To update company valuations and roll out price targets in a timely manner via Aspen
- To disseminate information in timely manner after company meetings and results
- To convey conviction when communicating ideas
Active Ownership
- Engagement: Timely and effective engagement with companies on material issues. Timely update of the centralised Issuer Engagement system
- Voting: Timely and effective voting on company resolutions
Internal and External Engagement and Reporting
- To prepare and conduct high quality presentation of their investment ideas. Edit and complete comments on relevant market events when they materially affect the companies they
- To proactively engage with the Sales and Marketing teams
- Understand clients’ issues
- Maintain a full understanding of Barings history/philosophy/ investment policy and be able to communicate this effectively to existing clients.
Corporate Citizenship
- To maintain a full understanding of, and to comply with, all regulatory, legal, corporate and client mandate requirements that impact upon their role at Barings. To ensure that any breaches of these are promptly and fully reported to their line manager, in line with agreed procedures
- To promote the integration of the Equity team across the platform
- To maintain personal availability to their own desk and dependent desks
- To undertake ad-hoc responsibilities as and when directed or required
- Ensure effective communication and teamwork within their team and the business as a whole
- Act with integrity, discipline and commitment
Experience/Skills Required
- Five years plus experience working as an Equities Investment Analyst, ideally at a long-only firm within developed markets (so pan-European experience).
- Relevant experience of Healthcare, Technology and/or Financial sectors preferred but not essential.
- Strong analytical and research skills
- Excellent communication skills
Requisite Skills
Additional Skills
Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
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Investment Analyst - Developed Equities (pan-European) employer: Barings
Contact Detail:
Barings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst - Developed Equities (pan-European)
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Barings on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by diving deep into Barings' investment philosophy and recent market trends. Show us that you’re not just another candidate but someone who genuinely understands and aligns with our values.
✨Tip Number 3
Practice your pitch! Be ready to discuss your past experiences and how they relate to the role of an Investment Analyst. We want to see your analytical skills in action, so come prepared with examples.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows us that you’re genuinely interested in joining the Barings team.
We think you need these skills to ace Investment Analyst - Developed Equities (pan-European)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight your experience in equities and any relevant sectors like Healthcare or Technology. We want to see how your skills align with what Barings is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment analysis and how you can contribute to Barings. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills: In your application, don’t forget to showcase your analytical and research skills. Mention specific tools or methodologies you've used in the past. We’re keen to see how you approach investment analysis and problem-solving!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Barings
✨Know Your Investment Analysis Inside Out
Make sure you’re well-versed in the investment analysis process, especially as it relates to equities. Brush up on your knowledge of the sectors mentioned in the job description, like Healthcare and Technology, so you can discuss relevant trends and insights confidently.
✨Showcase Your Communication Skills
Since communication is key at Barings, practice articulating your investment ideas clearly and concisely. Prepare to present your thoughts on recent market events and how they impact potential investments, demonstrating your ability to convey complex information effectively.
✨Demonstrate Team Collaboration
Barings values teamwork, so be ready to share examples of how you’ve successfully collaborated with others in previous roles. Highlight any experiences where you contributed to a team’s success or engaged with different departments, like Sales and Marketing.
✨Understand Barings' Philosophy and Compliance
Familiarise yourself with Barings’ history, investment philosophy, and compliance requirements. Being able to discuss these topics will show your genuine interest in the company and your commitment to adhering to their standards and regulations.