At a Glance
- Tasks: Conduct in-depth research and analysis on the Banks sector to drive portfolio performance.
- Company: Join Columbia Threadneedle Investments, a global leader in asset management.
- Benefits: Enjoy career growth, flexible working options, and a diverse, inclusive workplace.
- Why this job: Make a real impact in investment strategies while collaborating with top professionals.
- Qualifications: Proven experience in equity research, strong analytical skills, and effective communication.
- Other info: Opportunities for European travel and participation in strategic team discussions.
The predicted salary is between 43200 - 72000 £ per year.
Our EMEA Equities Research Team is looking to recruit a new Equities Research Analyst to focus on the Banks sector, dedicated to European (including UK) research, working with both the UK Equities and European Equities Portfolio Management desks to improve our coverage of the European markets.
How you’ll spend your time…
- Integrate relative value analysis and in-depth industry research into practical recommendations.
- Conduct primary research on broader industry trends and specific companies via expert calls, earnings calls, company visits, industry meetings, and sell-side events to generate ideas that aid portfolio performance.
- Use effective communication to appropriately influence and share ideas with colleagues.
- Perform financial modelling of security, company and industry information and assumptions.
- Incorporate macroeconomic analysis into research recommendations.
- Interact with management from firms within the sector, attending company meetings and conferences as needed.
- Participate in team strategy discussions, including daily market meetings.
- Assist portfolio management teams in portfolio construction and risk management.
- Travel across Europe with Portfolio Managers/Analysts/CPM’s, as required to conduct marketing and to meet clients/institutions.
To be successful in this role you will have…
- Considerable and proven Banks experience in research for an Asset Management firm.
- Sophisticated communication and relationship skills to appropriately influence and share ideas with Portfolio Managers and Analyst colleagues and to work well with company management teams, as the need arises.
- Quantitative and qualitative analytical skills to perform company, industry and economic analysis, including proficiency with software tools such as Excel and database management.
- Ability to build detailed earnings models and written reports to support stock rankings.
- Diverse knowledge and experience of valuation methodologies.
- Significant proficiency in financial modelling.
It would be great if you also had…
- CFA, ACA or MBA.
- Previous experience as a buy-side equity analyst.
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you will find growth and career opportunities across all of our businesses. We are intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Full-Time/Part-Time: Full time
Worker Sub Type: Permanent
Job Family Group: Investment Management
Senior Equity Research Analyst - Banks employer: Columbia Threadneedle Investments
Contact Detail:
Columbia Threadneedle Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Equity Research Analyst - Banks
✨Network Like a Pro
Get out there and connect with industry professionals! Attend conferences, webinars, and networking events related to equity research and the banking sector. The more people you know, the better your chances of landing that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers or colleagues, don’t hold back! Share your insights on market trends and your analytical skills. This is your time to shine and demonstrate how you can add value to their team.
✨Stay Informed
Keep up with the latest news in the banking sector and European markets. Being well-informed will not only help you in interviews but also show that you're genuinely interested in the field. Plus, it gives you great talking points!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Equity Research Analyst - Banks
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Equity Research Analyst role. Highlight your experience in the Banks sector and any relevant financial modelling skills. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about equity research and how your skills can contribute to our team. Be sure to mention any specific experiences that relate to the job description.
Showcase Your Analytical Skills: In your application, don’t forget to showcase your quantitative and qualitative analytical skills. Mention any software tools you’re proficient in, like Excel, and provide examples of how you've used these skills in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Columbia Threadneedle Investments
✨Know Your Banks Inside Out
Make sure you brush up on your knowledge of the banking sector, especially in Europe. Familiarise yourself with recent trends, key players, and any major news that could impact the market. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Master Financial Modelling
Since financial modelling is a crucial part of this role, practice building detailed earnings models before your interview. Be ready to discuss your approach and any software tools you’ve used, like Excel. Demonstrating your proficiency here can really set you apart from other candidates.
✨Communicate Effectively
This position requires sophisticated communication skills, so think about how you can convey complex ideas simply. Prepare examples of how you've influenced colleagues or management in the past. Practising your responses out loud can help you articulate your thoughts clearly during the interview.
✨Engage with Industry Insights
Be prepared to discuss your views on macroeconomic factors affecting the banking sector. Bring insights from your primary research or any recent expert calls you’ve participated in. Showing that you can integrate broader industry trends into your analysis will demonstrate your analytical prowess and strategic thinking.