At a Glance
- Tasks: Lead research projects and analyse financial data to enhance stock selection.
- Company: Top UK equity fund management house with a strong global presence.
- Benefits: Clear progression path into portfolio management and collaborative work culture.
- Other info: Commitment to equity and fairness in the recruitment process.
- Why this job: Join a dynamic team using modern tools to scale investment insights.
- Qualifications: 6+ years in equity markets, strong analytical skills, and passion for stock-picking.
The predicted salary is between 60000 - 80000 £ per year.
One of the best equity fund management houses in the UK is looking to add a Senior Researcher / Junior Portfolio Manager to its equities team. This highly successful and established group applies a systematic framework to fundamental ideas, running high-conviction global equity strategies that sit between traditional active and passive investing. It is a natural home for fundamental stock-pickers who are excited about using modern quantitative tools to scale their investment thinking.
This is a chance to join a leading global asset manager’s systematic equity team, working on high-conviction global strategies that bridge the gap between stock-picking and index-like efficiency. The team uses a robust quantitative framework to analyse a very broad global stock universe, combining systematic stock selection with clear, intuitive fundamental insights. You would be part of a long-established, well-resourced platform that has spent many years refining its process and building a strong, diversified track record within a large global equities business.
For someone who enjoys public-market investing, wants to scale fundamental ideas through data and models, and ultimately aspires to be a Portfolio Manager, it offers both intellectual stretch and a visible path to greater responsibility. This opportunity is suited to candidates who think like fundamental investors but are comfortable working with data, models and tools. They should combine analytical rigour with genuine insight into valuation, business quality and the drivers of long-term stock performance, and be keen to use systematic techniques to make that insight more consistent and scalable.
Key responsibilities:- Lead research projects to strengthen the team’s assessment of valuation, business quality and evolving risks across global equities.
- Analyse company financial data alongside broader market datasets to deepen stock-level insight and support systematic stock selection.
- Translate research into practical improvements to stock selection signals and portfolio construction.
- Work closely with portfolio managers to refine investment approaches and respond to changing market conditions.
- Present clear, well-reasoned conclusions and contribute to a collaborative research and idea-generation culture.
- 6+ years’ experience within equity markets, ideally in asset management or a systematic/quantamental setting.
- Strong understanding of fundamental company analysis and equity valuation frameworks, with a clear passion for stock-picking.
- Excellent communicator.
- Experience of quantitative modelling or data analysis (for example factor models, portfolio optimisation, risk systems, or large-scale equity datasets).
- Working knowledge of portfolio management concepts and benchmark awareness.
- Confidence working with equity market and financial statement data.
- Familiarity with modern quantitative tools; programming experience (for example Python) is advantageous but not essential.
The position offers a clear long-term progression path into portfolio management. Due to the increased number of applications for this role, we will only respond to candidates whose experience most closely matches the criteria. At our company, we prioritise equity throughout the recruitment process and are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
Senior Researcher / Junior Portfolio Manager - Systematic Equities in London employer: Leverton Search
Join one of the UK's premier equity fund management houses, where a culture of collaboration and innovation thrives. With a strong commitment to employee growth, this role offers a clear pathway to portfolio management while leveraging modern quantitative tools to enhance your investment strategies. Enjoy a supportive environment that values analytical rigor and fosters meaningful contributions to high-conviction global equity strategies.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Researcher / Junior Portfolio Manager - Systematic Equities in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to systematic equities. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your analytical skills! Bring examples of your previous work or projects that highlight your ability to analyse data and make informed decisions. We want to see how you think and approach problems.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Researcher / Junior Portfolio Manager - Systematic Equities in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Researcher / Junior Portfolio Manager role. Highlight your analytical skills, experience in equity markets, and any quantitative modelling you've done. We want to see how you fit into our systematic approach!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about stock-picking and how your background makes you a great fit for our team. Be sure to mention any relevant projects or experiences that showcase your analytical rigour and insight.
Showcase Your Quant Skills:If you've got experience with quantitative tools or programming (like Python), make sure to highlight that in your application. We love candidates who can blend fundamental analysis with data-driven insights, so don’t hold back on sharing your technical skills!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our team at StudySmarter!
How to prepare for a job interview at Leverton Search
✨Know Your Numbers
Brush up on your understanding of equity valuation frameworks and financial data analysis. Be prepared to discuss specific examples from your past experience where you successfully applied these concepts, as this will show your analytical rigour and genuine insight into stock performance.
✨Showcase Your Systematic Approach
Since the role involves using systematic techniques, be ready to explain how you've combined fundamental analysis with quantitative tools in your previous roles. Highlight any experience with programming languages like Python or your familiarity with quantitative modelling, as this will demonstrate your comfort with data-driven decision-making.
✨Communicate Clearly
Effective communication is key in this role. Practice presenting your research findings and investment ideas clearly and concisely. Use examples to illustrate your points, and be prepared to engage in discussions about your conclusions, showing that you can contribute to a collaborative research culture.
✨Stay Current on Market Trends
Keep yourself updated on the latest trends in equity markets and systematic investing. Being able to discuss recent market developments and their implications for stock selection will not only showcase your passion for the field but also demonstrate your proactive approach to staying informed.