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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 highly successful Wealth Management firm with an excellent 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 make a real impact.
- 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 strict regulatory framework.
The predicted salary is between 36000 - 60000 £ per year.
Junior Equity Analyst , Global Stocks , Wealth Management
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.
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CMB International Capital Corporation Limited
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Junior Equity Analyst , Global Stocks , Wealth Management | London, UK employer: JJ Search
Contact Detail:
JJ Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Equity Analyst , Global Stocks , Wealth Management | London, UK
✨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 during 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 give you an edge, 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 common interview questions can help you articulate your thoughts clearly and confidently during the interview process.
We think you need these skills to ace Junior Equity Analyst , Global Stocks , Wealth Management | London, UK
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 responsibilities of the Junior Equity Analyst position.
Highlight Technical Skills: Since the role requires proficiency in Excel and familiarity with Bloomberg and Factset, make sure to mention any relevant technical skills or experiences you have. Provide examples of how you've used these tools in previous roles.
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 presentations, reports, or client interactions.
How to prepare for a job interview at JJ Search
✨Showcase Your Analytical Skills
As a Junior Equity Analyst, you'll need to demonstrate your ability to analyse and interpret data. Be prepared to discuss your previous experience in investment research and how you've used analytical tools like Excel or Bloomberg to draw insights from data.
✨Understand the Quality Growth Investment Approach
Familiarise yourself with the Quality Growth investment strategy, as this is a key focus for the role. Be ready to explain what this approach means to you and how it can be applied to global equities.
✨Prepare for Technical Questions
Expect technical questions related to equity research and financial analysis. Brush up on your knowledge of financial metrics, valuation techniques, and current market trends to impress your interviewers.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with Investment Managers and preparing client reports, it's crucial to showcase your written and verbal communication skills. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts.
