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- Tasks: Conduct in-depth research and analysis on UK-listed equities to identify investment opportunities.
- Company: Join a leading UK asset manager with a focus on long-term value creation.
- Benefits: Competitive salary, collaborative environment, and opportunities for professional growth.
- Why this job: Be part of a high-performance team that values innovative ideas and long-term investments.
- Qualifications: 3 years of equity investment experience and a passion for stock picking.
- Other info: Engage with industry experts and enhance your financial modelling skills.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading UK-based asset manager, is looking to grow its UK Equities investment team with the addition of an Equity Analyst. The firm is seeking a strong idea generator, someone who is passionate about stock picking and thrives in a high-performance, collaborative environment. The team operates with a long-term horizon, investing across all-cap UK equities as sector generalists, following a quality-growth investment philosophy. With an average holding period of 5+ years, this role would suit candidates who think like owners, and are strongly aligned with long-term value creation.
Responsibilities
- Conduct bottom-up fundamental research across UK-listed equities
- Identify high-quality, undervalued businesses with sustainable growth potential
- Build and maintain financial models, perform valuation analysis, and assess competitive positioning
- Engage directly with company management teams, industry experts, and other stakeholders
- Communicate investment ideas and recommendations clearly to the broader investment team
- Monitor existing holdings and update views based on new information or changes in market dynamics
Requirements
- ~3 years’ buyside equity investment experience, ideally within a long-only asset manager. Some exposure to UK equities, either as a dedicated UK specialist or as part of a broader mandate (e.g. pan-European) with UK names forming part of coverage
- CFA Charterholder (having successfully completed all 3 levels, ideally with first-time passes)
- Demonstrable interest and passion for equity investing, evidenced through participation in university investment societies, personal account investing (and research), reading core-texts within value investing (i.e. Benjamin Graham’s, Intelligent Investor), or similar.
- Demonstrated ability to originate and articulate high-conviction investment ideas
- Strong financial modelling and valuation skills, with a deep understanding of accounting and business analysis
- Candidates must have right to work in the UK
If this opportunity is of interest, please submit an up-to-date CV in MS Word (.docx) format to fundmanagement@octaviusfinance.com
Equity Analyst (UK Coverage) - Leading UK Asset Manager employer: Octavius Finance
Contact Detail:
Octavius Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Analyst (UK Coverage) - Leading UK Asset Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in asset management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Get involved in investment discussions online. Join forums or social media groups where equity analysts hang out. Sharing your insights and engaging with others can help you get noticed by potential employers.
✨Tip Number 3
Prepare for interviews by brushing up on your financial modelling and valuation skills. Be ready to discuss your investment ideas and how you approach stock picking. Show them you’re passionate about long-term value creation!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, it’s a great way to show your enthusiasm for joining our team.
We think you need these skills to ace Equity Analyst (UK Coverage) - Leading UK Asset Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Equity Analyst role. Highlight your relevant experience in UK equities and any specific skills that align with the job description. We want to see how you can bring value to our team!
Show Your Passion: Don’t just list your qualifications; show us your passion for equity investing! Mention any investment societies you’ve been part of or books you've read that have shaped your investment philosophy. We love candidates who think like owners!
Be Clear and Concise: When writing your application, keep it clear and concise. Use straightforward language to communicate your investment ideas and experiences. We appreciate clarity, especially when it comes to complex financial concepts.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Octavius Finance
✨Know Your Stocks
Make sure you’re well-versed in the UK equities market. Research recent trends, key players, and any significant news related to the companies you’ll be discussing. This will not only show your passion for stock picking but also demonstrate your proactive approach to investment analysis.
✨Master Financial Modelling
Brush up on your financial modelling and valuation skills before the interview. Be prepared to discuss your methodologies and how you assess competitive positioning. Practising with real-world examples can help you articulate your thought process clearly.
✨Engage with Enthusiasm
Show your enthusiasm for engaging with company management teams and industry experts. Prepare questions that reflect your interest in their strategies and insights. This will highlight your collaborative spirit and eagerness to learn from others in the field.
✨Articulate Your Ideas
Be ready to communicate your investment ideas clearly and confidently. Practice summarising your high-conviction ideas in a concise manner, as this will be crucial in demonstrating your ability to contribute to the broader investment team.
