Equity Research Analyst

Equity Research Analyst

Leeds Full-Time 43200 - 72000 £ / year (est.) No home office possible
B

At a Glance

  • Tasks: Conduct in-depth research on global equities to support investment decisions.
  • Company: Join Border to Coast, a leading UK asset manager focused on sustainable investments.
  • Benefits: Enjoy 30 days holiday, health insurance, hybrid work, and professional development opportunities.
  • Why this job: Make a real impact on pensions while working in a collaborative and innovative environment.
  • Qualifications: Degree level education with experience in investment analysis or accountancy required.
  • Other info: Located in vibrant Leeds, with access to onsite gym and discounts at local businesses.

The predicted salary is between 43200 - 72000 £ per year.

Full time (we welcome flexible working discussions) An opportunity to make a difference At Border to Coast our purpose is to make a difference and we’re looking for a keen Equity Research Analyst to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. We are seeking to hire an Equity Research Analyst into our Leeds-based investment team. If you are curious and self-motivated, with experience of creating investment research for global equities, this is a great opportunity. Our Research Analysts create high quality investment research on companies in global equity sectors, supporting sound investment decisions by internal Equity Portfolio Managers that fully integrate Responsible Investment principles and achieve long term investment returns. The wider investment team manages both internal (direct securities) and external (selecting fund managers) investment products with defined risk/return objectives across Public Equities, Fixed Income, Alternatives and Real Estate. Ultimately Border to Coast is an investment business and its success is determined by the investment performance we generate for our Partner Funds. The role – what you’ll be doing As an Equity Research Analyst your role is hugely important and will include: * Conducting detailed fundamental research on companies in global equity sectors, generating investment research to facilitate Portfolio Manager portfolio construction in accordance with Border to Coast Investment philosophy, investment process, and procedures. * Evaluating new stock ideas for inclusion in relevant portfolios in conjunction with Research Manager/Senior Research Manager/Portfolio Manager. * Playing an active role in constructively and respectfully challenging the information, analysis and logic supporting the recommendations of research team colleagues and investment approach of Internal Equity PMs, seeking to enable performance of internal funds, sharing insight and subject matter expertise to develop the capability of others and develop our investment culture. * Active participation in investment team meetings, company meetings and conferences. * Engaging with both the Portfolio Risk and Responsible Investment teams to ensure an integrated investment approach. About you – and the value you’ll bring to our team * Strong written and verbal communication and presentation skills * Ability to distil a wide range of often conflicting information in a concise and cohesive manner * Problem solving and decision-making capability using imperfect information * Understanding of financial income, cashflow and balance sheet models in order to support investment thesis. * The ability to collaborate with others to generate investment ideas, refine processes, and share constructive feedback * High levels of integrity and trustworthiness * Effective in IT skills required for the job role * Experience of working within investment analysis and/or accountancy * Keen interest in, and understanding of, investment markets, long-term investment, and commitment to responsible investment and sustainability * Educated to degree level or equivalent and have (or be studying towards) a suitable investment management qualification. Why join Border to Coast? At Border to Coast, you will receive competitive remuneration and have access to excellent benefits: * Vitality Health Insurance for all employees * Employee Assistance Programme * A generous holiday allowance of 30 days a year, plus bank holidays * Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC) * Critical Illness Cover * Pension scheme * Stunning Leeds city centre location only a short walk to the train station * Cycle to work scheme * Life Assurance of 6 times of salary * Sustainable travel plans and public transport discounts * Range of discounts for Leeds gyms, shops and restaurants * Hybrid working * Onsite gym

Equity Research Analyst employer: Border to Coast

At Border to Coast, we pride ourselves on being an exceptional employer, offering a collaborative and inclusive work culture that values integrity and sustainability. Located in the vibrant city center of Leeds, our team enjoys a generous holiday allowance, competitive remuneration, and access to professional development opportunities, including fully funded qualifications. Join us to make a meaningful impact while benefiting from a range of perks such as health insurance, a cycle to work scheme, and hybrid working options.
B

Contact Detail:

Border to Coast Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Equity Research Analyst

✨Tip Number 1

Familiarize yourself with Border to Coast's investment philosophy and responsible investment principles. Understanding their approach will help you align your research and insights with their values, making you a more attractive candidate.

✨Tip Number 2

Engage with current trends in global equity markets and be prepared to discuss recent developments during interviews. Showing that you are up-to-date with market dynamics will demonstrate your passion and commitment to the role.

✨Tip Number 3

Network with professionals in the investment analysis field, especially those who have experience in responsible investment. Building connections can provide valuable insights and potentially lead to referrals within Border to Coast.

✨Tip Number 4

Prepare to showcase your problem-solving skills by discussing past experiences where you had to make decisions based on imperfect information. This will highlight your analytical capabilities and fit for the role of Equity Research Analyst.

We think you need these skills to ace Equity Research Analyst

Strong written and verbal communication skills
Presentation skills
Analytical skills
Problem-solving capabilities
Decision-making using imperfect information
Understanding of financial income, cashflow, and balance sheet models
Collaboration and teamwork
Integrity and trustworthiness
IT proficiency relevant to investment analysis
Experience in investment analysis or accountancy
Interest in investment markets and responsible investment
Educational background in finance or related field
Commitment to sustainability

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Equity Research Analyst position. Tailor your application to highlight relevant experiences and skills that align with the job description.

Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in investment analysis or accountancy. Provide specific examples of how you've conducted research, evaluated stock ideas, or collaborated with teams to support investment decisions.

Showcase Communication Skills: Since strong written and verbal communication skills are crucial for this role, ensure your application reflects your ability to distill complex information clearly. Use concise language and structure your documents logically.

Express Your Interest in Responsible Investment: Border to Coast values responsible investment and sustainability. In your application, convey your understanding of these principles and your commitment to integrating them into investment strategies.

How to prepare for a job interview at Border to Coast

✨Show Your Research Skills

Prepare to discuss your previous research experiences in detail. Highlight specific examples where your analysis led to sound investment decisions, and be ready to explain your thought process behind those decisions.

✨Demonstrate Collaboration

Since the role emphasizes teamwork, be prepared to share instances where you successfully collaborated with others. Discuss how you contributed to team discussions and how you handled differing opinions constructively.

✨Communicate Clearly

Strong communication skills are crucial for this position. Practice summarizing complex financial information in a clear and concise manner. You might be asked to present your findings, so clarity is key.

✨Align with Responsible Investment Principles

Familiarize yourself with Border to Coast's commitment to responsible investment. Be ready to discuss how you incorporate sustainability into your investment analysis and why it matters in today's market.

Equity Research Analyst
Border to Coast
B
  • Equity Research Analyst

    Leeds
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-02-02

  • B

    Border to Coast

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>