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For Companies At a Glance
- Tasks: Support the CIO Office by analysing Global Large Cap Stocks and conducting research.
- Company: Join a top-tier Wealth Management firm with a stellar reputation in London.
- Benefits: Gain valuable experience in investment research and access to professional development opportunities.
- Why this job: Be part of a dynamic team focused on Quality Growth investments and client service.
- Qualifications: 1-2 years in Investment Research, strong Excel skills, and excellent communication abilities required.
- Other info: Opportunity to pursue CFA and work within a regulated environment.
The predicted salary is between 28800 - 48000 £ per year.
The Company
A highly successful Wealth Management firm, widely recognised with an excellent reputation based in London.
The Role
The Junior Equity Analyst will form part of a larger team and will support the CIO Office, covering Global Large Cap Stocks – with a long term investment view. The Junior Equity Analyst will sit within the CIO team analysing and reaching conclusions on Global stocks in any sector, focusing on a Quality Growth investment approach. The Junior Equity Analyst will conduct due diligence and research on an existing list of Global equities and update notes biannually. The Junior Equity Analyst will be responsible for the CIO team administrative work relating to running client reports using Bloomberg / Factset and Excel, and providing meeting packs. Utilising internal databases to maintain the integrity of data used to service clients. The Junior Equity Analyst will operate within a strict regulatory framework and will ensure that client files are reviewed, kept up to date and compliance packs are made available for monthly sign off. The Junior Equity Analyst will respond to ad-hoc queries from colleagues that are predominantly equity operational focussed or client-servicing focused.
The Candidate
1-2 years experience in Investment Research / Equity Research ideally buy side wealth management / investment management. A willingness to undertake the CFA. Comfortable with excel and administrative tasks. Excellent written and verbal communication skills. Ability to liaise with Investment Managers on ad hoc requests pertaining to global equities.
Junior Equity Analyst , Global Stocks , Wealth Management employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Equity Analyst , Global Stocks , Wealth Management
✨Tip Number 1
Familiarise yourself with the latest trends in global equities and investment strategies, particularly focusing on Quality Growth. This will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work as equity analysts. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your Excel skills, particularly in data analysis and financial modelling. Being proficient in these areas will set you apart, as the role involves significant administrative tasks and data management.
✨Tip Number 4
Prepare for potential technical questions related to equity research and investment analysis. Practising how to articulate your thought process will help you stand out during the interview process.
We think you need these skills to ace Junior Equity Analyst , Global Stocks , Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment research or equity research. Emphasise any specific projects or roles that demonstrate your analytical skills and familiarity with global equities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention your willingness to undertake the CFA and how your skills align with the company's focus on Quality Growth investment.
Highlight Technical Skills: Since the role involves using Bloomberg, Factset, and Excel, be sure to mention your proficiency with these tools. Provide examples of how you've used them in previous roles or projects to support your analysis.
Showcase Communication Skills: Given the importance of communication in this role, include examples of how you've effectively communicated complex information in writing or verbally. This could be through reports, presentations, or client interactions.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stocks
Make sure to brush up on your knowledge of global large-cap stocks. Be prepared to discuss recent trends, key players in the market, and any relevant news that could impact investment decisions. This will show your passion for the role and your understanding of the industry.
✨Excel Skills Are Key
Since the role involves a lot of data analysis and administrative tasks using Excel, be ready to demonstrate your proficiency. You might be asked to solve a problem or analyse data on the spot, so practice common functions and shortcuts to impress your interviewers.
✨Communication is Crucial
As you'll be liaising with Investment Managers and preparing reports, strong communication skills are essential. Practice articulating your thoughts clearly and concisely, both verbally and in writing. Consider preparing a brief presentation on a stock you’ve researched to showcase your ability to communicate complex information.
✨Understand Compliance
Familiarise yourself with the regulatory framework that governs wealth management. Being able to discuss compliance and how it impacts client servicing will demonstrate your awareness of the industry's standards and your readiness to operate within them.
