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For Companies At a Glance
- Tasks: Analyse UK small and mid-cap companies to generate investment ideas for a global equity fund.
- Company: Prestigious long-term public equity investor with experienced portfolio managers.
- Benefits: Competitive salary, professional development, and exposure to high-level investment strategies.
- Why this job: Join a dynamic team and shape investment decisions in a thriving market.
- Qualifications: ACA or CFA qualified with strong analytical and communication skills.
- Other info: Opportunity for career growth in a fast-paced investment environment.
The predicted salary is between 36000 - 60000 £ per year.
A highly prestigious long-term public equity investor is currently looking to add an analyst into their global equity fund. You will be working in a UK small cap fund managed by 2 highly experienced portfolio managers. You will be expected to generate investment ideas to fit into a portfolio that focuses on a long term basis.
Responsibilities will include:
- Conduct detailed fundamental analysis of UK-listed small and mid-cap companies.
- Develop and maintain robust financial models to assess valuation and performance drivers.
- Identify and present new investment ideas and insights to the portfolio management team.
- Contribute to portfolio discussions and help shape the firm’s investment thinking.
- Monitor portfolio holdings and track key market and company developments.
- Communicate findings clearly through written reports and presentations.
ACA / CFA Qualified Chartered Accountant (Big 4) - For Buy side Equity investment analyst role [...] employer: Octavius Finance
Contact Detail:
Octavius Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land ACA / CFA Qualified Chartered Accountant (Big 4) - For Buy side Equity investment analyst role [...]
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment field, especially those who have experience with small and mid-cap companies. Use platforms like LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by brushing up on your fundamental analysis skills. Be ready to discuss your insights on UK-listed companies and showcase your financial modelling expertise. Practise articulating your investment ideas clearly – it’s all about making a strong impression!
✨Tip Number 3
Stay updated on market trends and company developments. Subscribe to relevant financial news outlets and follow industry leaders on social media. This knowledge will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace ACA / CFA Qualified Chartered Accountant (Big 4) - For Buy side Equity investment analyst role [...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your ACA/CFA qualifications and relevant experience. We want to see how your background aligns with the role, so don’t be shy about showcasing your skills in fundamental analysis and financial modelling.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about equity investment and how you can contribute to our team. We love seeing genuine enthusiasm and a clear understanding of the role.
Showcase Your Analytical Skills: In your application, make sure to include examples of your analytical skills. Whether it's through past projects or specific achievements, we want to see how you’ve successfully generated investment ideas and contributed to portfolio discussions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Octavius Finance
✨Know Your Numbers
As a candidate for an equity investment analyst role, it's crucial to brush up on your financial modelling skills. Be prepared to discuss your experience with valuation techniques and how you've applied them in previous roles. Practise explaining complex financial concepts in simple terms, as you'll need to communicate your findings clearly.
✨Research the Firm
Dive deep into the firm's investment philosophy and recent portfolio moves. Understanding their approach to small and mid-cap investments will help you tailor your responses during the interview. Bring insights about their recent performance or market trends that could impact their strategy—this shows genuine interest and initiative.
✨Prepare Investment Ideas
Come armed with a couple of well-researched investment ideas that align with the firm’s focus. This not only demonstrates your analytical skills but also your proactive nature. Be ready to discuss why you believe these companies are worth investing in and how they fit into a long-term strategy.
✨Practice Clear Communication
Since you'll be required to present findings and insights, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or colleagues where you explain your analysis and investment ideas. This will help you build confidence and ensure you can communicate effectively under pressure.
