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For Companies At a Glance
- Tasks: Conduct in-depth research on banks and insurers, building investment theses and valuation models.
- Company: Leading European activist hedge fund with a collaborative and entrepreneurial culture.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Join a high-impact team and directly influence investment strategies in the financial sector.
- Qualifications: 2-5 years of equity research experience and strong financial modelling skills.
- Other info: Opportunity to engage with management teams and shape investment decisions.
The predicted salary is between 36000 - 60000 £ per year.
We have recently been instructed by a leading European activist hedge fund, who are looking to expand their investment team with the addition of an Equity Analyst to cover a universe of European Financials – predominantly banks and insurers.
This is a rare opportunity to work within a highly collaborative, lean and entrepreneurial platform, contributing directly to concentrated, high-conviction positions where fundamental research and shareholder engagement drive value creation.
The successful candidate will take ownership of research within the banks and insurance space, working closely with the Portfolio Manager to identify undervalued companies, build investment theses, and support engagement strategies with management and boards.
Responsibilities
- Conduct deep fundamental research on banks, insurers, and re/insurers.
- Build and maintain detailed company valuation models to assess intrinsic value and upside potential.
- Maintain coverage of a core list of 20–30 insurers and banks, while selectively expanding coverage across European and global financials names.
- Generate high-conviction long and short ideas that can scale into core positions within the fund\’s concentrated portfolio.
- Support the Portfolio Manager in the development of activist strategies, including engagement with management teams, boards, and other stakeholders.
- Monitor portfolio positions, update investment cases, and prepare materials for the investment committee and external communications where required.
- Track industry trends, macroeconomic factors, and regulatory changes impacting the financials sector across Europe and beyond.
Role Requirements
- 2–5 years\’ equity research experience, either at a bank, asset manager, or a hedge fund.
- You
MUST
have active coverage of
European
financial institutions (banks
or
insurers) – ideally as a primary analyst. - Proven ability to develop independent investment theses, supported by rigorous analysis and conviction.
- Outstanding financial modelling and valuation skills, particularly applied to FIG businesses.
- Collaborative, entrepreneurial mindset, with the drive to thrive in a concentrated activist environment.
- European language skills are an advantage but not strictly required.
To apply, please send your CV to
L/S Equity Analyst – Financials employer: Octavius Finance
Contact Detail:
Octavius Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land L/S Equity Analyst – Financials
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at hedge funds or in equity research. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Show off your skills! Prepare a presentation or a case study on a financial institution you admire. This not only demonstrates your analytical abilities but also gives you something tangible to discuss during interviews.
✨Tip Number 3
Stay updated on market trends! Regularly read financial news and reports to keep your knowledge fresh. Being able to discuss current events and their impact on the financial sector will impress potential employers.
✨Tip Number 4
Apply through our website! We love seeing candidates who are proactive. Make sure to tailor your application to highlight your experience with European financial institutions and your passion for equity research.
We think you need these skills to ace L/S Equity Analyst – Financials
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of L/S Equity Analyst. Highlight your experience with European financial institutions and any relevant research you've conducted. We want to see how your skills align with our needs!
Showcase Your Research Skills: In your application, emphasise your ability to conduct deep fundamental research. Share examples of how you've built investment theses or valuation models in the past. This will show us you're ready to take ownership in this role.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to read. We appreciate a well-structured application that gets straight to the important stuff!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications 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 Financials
Make sure you brush up on your knowledge of European banks and insurers. Understand their business models, recent performance, and any regulatory changes affecting them. This will show that you're not just familiar with the sector but also genuinely interested in it.
✨Master Your Valuation Models
Be prepared to discuss and demonstrate your financial modelling skills. Bring examples of valuation models you've built in the past, especially those related to financial institutions. This will help you showcase your analytical abilities and how you can contribute to the team.
✨Engagement Strategies Matter
Since the role involves supporting engagement strategies, think about how you would approach management teams or boards. Prepare some ideas on how to effectively communicate investment theses and engage stakeholders, as this will highlight your proactive mindset.
✨Stay Current on Industry Trends
Keep yourself updated on the latest trends and macroeconomic factors impacting the financial sector. Being able to discuss these during your interview will demonstrate your commitment to staying informed and your ability to think critically about the market.
