At a Glance
- Tasks: Conduct in-depth research and analysis to drive investment decisions in equity markets.
- Company: Dynamic Capital Markets Strategies team in London, focused on innovation and collaboration.
- Benefits: Competitive salary, professional development, and opportunities for client engagement.
- Why this job: Join a passionate team and make impactful investment decisions in a fast-paced environment.
- Qualifications: 5-10 years in equities with strong analytical skills and sector expertise.
- Other info: Ideal for those who thrive on curiosity and entrepreneurial spirit.
The predicted salary is between 36000 - 60000 ÂŁ per year.
We're growing our Capital Markets Strategies - Equity team in London and are looking for an Equity Analyst with a strong bottom-up mindset and a passion for deep fundamental research. You will drive idea generation and rigorous financial analysis to support our diversified listed equity funds. You'll take ownership of full-cycle company coverage, contribute to investment decisions, and help articulate our views to clients and partners. We value an entrepreneurial, curious and analytical approach‑someone who enjoys diving deep into products, technology, business models and industry micro‑structures to uncover mispriced opportunities.
Responsibilities
- Lead bottom‑up deep dives on companies that fit our strategies; map industry structures, competitive dynamics, and unit economics.
- Build and maintain robust financial models and track key catalysts.
- Generate and pitch high‑conviction investment ideas; contribute to portfolio construction discussions and risk/reward assessments.
- Participate in investment committees and support the implementation of the equity investment strategy.
- Produce clear, insightful research: market notes, performance attribution/explanations, fund positioning and thematic pieces.
- Support commercialization efforts, partnering with the sales team in client interactions and presentations.
- Engage with management teams, industry experts and the sell‑side to challenge assumptions and refine theses.
- Uphold research best practices: disciplined documentation, thesis tracking, post‑mortems and continuous improvement.
Qualifications
- 5‑10 years of experience in listed equities (buy‑side or sell‑side), with a demonstrable bottom‑up research focus.
- Expertise in at least one of the following sectors: healthcare, semiconductors, cybersecurity, software, or defence.
- Strong financial analysis and valuation skills; mastery of accounting, cash‑flow drivers and capital allocation frameworks.
- Clear evidence of idea generation, with an ability to articulate variant perception and map key catalysts.
- Entrepreneurial mindset: proactive, resourceful, accountable‑comfortable owning coverage and driving outcomes.
- Intellectually curious and hands‑on: willing to go deep on technology stacks, regulatory pathways, product roadmaps, or industry data to build edge.
- Excellent written and verbal communication; ability to synthesize complex topics for investment committees and clients.
- Team player with a collaborative spirit and high integrity.
Education: Degree in business, engineering, finance or a related field (or equivalent). CFA or relevant certifications a plus.
Language: Fluent in English; French is a plus.
Equity Analyst - Capital Market Strategies (M/F) employer: CFA Institute
Contact Detail:
CFA Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Analyst - Capital Market Strategies (M/F)
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s recent performance and market trends. We recommend crafting insightful questions that show your analytical mindset and genuine interest in their strategies.
✨Tip Number 3
Showcase your passion for research! Bring examples of your previous analyses or investment ideas to the table. We love seeing candidates who can articulate their thought process and demonstrate their bottom-up approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and genuinely interested in joining our team.
We think you need these skills to ace Equity Analyst - Capital Market Strategies (M/F)
Some tips for your application 🫡
Show Your Passion for Research: When writing your application, let your enthusiasm for deep fundamental research shine through. We want to see how you dive into the nitty-gritty of companies and industries, so share specific examples of your analytical approach and findings.
Be Clear and Concise: We appreciate clarity in communication, especially when it comes to complex topics. Make sure your application is well-structured and easy to read. Use bullet points where necessary to highlight your key achievements and skills.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific requirements of the Equity Analyst role. Highlight your experience in sectors like healthcare or technology, and demonstrate how your skills align with our needs.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at CFA Institute
✨Know Your Companies Inside Out
Before the interview, dive deep into the companies you’ll be discussing. Understand their business models, competitive dynamics, and financials. This will not only help you answer questions confidently but also demonstrate your bottom-up research mindset.
✨Master Financial Modelling
Brush up on your financial modelling skills. Be prepared to discuss how you build and maintain robust models. You might even be asked to walk through a model during the interview, so practice explaining your thought process clearly and concisely.
✨Pitch Your Investment Ideas
Think of a few high-conviction investment ideas that align with the company’s strategies. Be ready to pitch these ideas during the interview, highlighting the key catalysts and risks involved. This shows your proactive approach and ability to generate insights.
✨Communicate Clearly and Confidently
Since excellent communication is key for this role, practice articulating complex topics in a simple way. Whether it’s discussing market trends or your research findings, clarity will set you apart. Remember, you want to engage your interviewers, not confuse them!