Equity Research Analyst

Equity Research Analyst — the first analyst hire at a London private family investment office. Proprietary capital, a concentrated high-conviction equity book, and direct work alongside the principal.

The role involves reporting directly to the principal as the second member of a two-person investment team, with front-line involvement in how the portfolio is researched, built and managed. There is no hierarchy or internal politics. Progression means greater responsibility, greater compensation and a growing voice in allocation decisions.

The job has three parts:

• Finding new investments — research equity ideas bottom-up: industry structure, business quality, unit economics, competitive position, management and capital allocation, valuation. Build the models. Write concise memos that end in a clear recommendation.
• Maintaining existing positions — track results, filings, transcripts and news flow against the original thesis; flag early when something material changes. Build the bear case and make the argument when the evidence points that way. Well-reasoned disagreement is part of the job, not a risk to it.
• Building our information edge — design and run the systems (AI tools, scripts, screens, whatever works) that gather what matters, separate signal from noise, and surface it in a form we can act on. Not automation for its own sake — making sure nothing important reaches us late, and nothing unimportant reaches us at all.

The seat is focused on equities, but there will be visibility across the full multi-asset portfolio. AI fluency is not optional. AI tools are expected to be embedded throughout the research workflow — screening, document and transcript analysis, model maintenance, drafting, portfolio management — and the expectation is to build repeatable processes around them. The right analyst, properly tooled, is expected to produce roughly 10X the output historically expected of this seat.

What we're looking for:

• A genuine, demonstrable interest in financial markets — equities above all. Evidence can include personal or professional investing, written research, pitch work.
• Strong grounding in accounting, financial analysis and valuation.
• Daily, substantive use of AI tools in real analytical work, with concrete examples.
• Curiosity about how businesses operate, and a habit of continuous learning.
• Intellectual honesty: comfortable disagreeing with the principal, and equally comfortable changing your own mind when the facts change.
• The existing right to work in the UK.

Strongly preferred:

• Around 2–5 years in equity research (sell-side or buy-side) or a comparable analytical seat — long-only, hedge fund, independent research.
• Generalist range. We invest across sectors and geographies; specialists welcome if willing to roam and learn.

Compensation and terms:

• Base salary £60,000–£75,000, depending on experience.
• Annual performance bonus linked to deliverables and portfolio returns above a hurdle rate.
• Office-based in South West London.
• Start date: as soon as practicable.

A private family investment office in London, investing our own capital — no external clients, no fund structure, no fee pressure — across public equities, fixed income, commodities and property. We're long-term investors with a concentrated equity book and a deliberately high bar: most ideas are rejected, by design.

How to apply:

Apply at https://ewholdings.co.uk/join?src=linkedin with three things:

• A one-page stock pitch (PDF). A listed company you'd buy at today's price even if the market then closed for the next ten years: your case for owning the business through that decade, why today's price still makes it a good purchase, the key risks, and what would prove you wrong. Any geography, any sector. Household names allowed — but the more obvious the company, the harder your reasoning has to work. One page means one page.
• A short AI note (half a page max). How you actually use AI tools in your work today — which tools, which workflows, what changed as a result. Specifics, not philosophy.
• Your CV.

We read the pitch first and the CV last. Applications missing the pitch or the AI note won't be read. Shortlisted candidates can expect an initial video conversation followed by one or two in-person working sessions.