At a Glance
- Tasks: Conduct in-depth research and analysis to identify investment opportunities in listed equities.
- Company: Join a dynamic Capital Markets Strategies team in London with a focus on innovation.
- Benefits: Competitive salary, professional development, and opportunities for client engagement.
- Why this job: Make a real impact by driving investment decisions and uncovering mispriced opportunities.
- Qualifications: 5-10 years in equities with strong analytical and communication skills.
- Other info: Collaborative environment with a focus on continuous improvement and career growth.
The predicted salary is between 36000 - 60000 £ 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) in London 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) in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by diving deep into the companies you're interested in. Understand their business models, competitive landscape, and recent news. This will help you stand out and show your passion for the role.
✨Tip Number 3
Practice your pitch! Be ready to articulate your investment ideas clearly and confidently. Use real examples from your research to demonstrate your analytical skills and bottom-up mindset.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Equity Analyst - Capital Market Strategies (M/F) in London
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 that you’re not just ticking boxes but genuinely excited about diving into company analyses and uncovering mispriced opportunities.
Be Clear and Concise: We appreciate clarity! Make sure your application is well-structured and easy to read. Use bullet points where necessary to highlight your key achievements and skills, especially those related to financial analysis and idea generation.
Tailor Your Application: Don’t 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 cybersecurity, 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 key financial metrics. This will not only help you answer questions confidently but also allow you to generate insightful investment ideas during the conversation.
✨Master Financial Modelling
Brush up on your financial modelling skills. Be prepared to discuss how you build and maintain robust financial models. You might even be asked to demonstrate your approach, so having a clear understanding of cash-flow drivers and valuation techniques will set you apart.
✨Articulate Your Ideas Clearly
Practice pitching your high-conviction investment ideas succinctly. Focus on how you can articulate variant perceptions and map key catalysts. Clear communication is crucial, especially when discussing complex topics with investment committees or clients.
✨Show Your Curiosity and Proactivity
Demonstrate your entrepreneurial mindset by sharing examples of how you've taken ownership in previous roles. Discuss any deep dives you've done into sectors like healthcare or cybersecurity, and how that research led to actionable insights. This will highlight your resourcefulness and analytical approach.