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- Tasks: Conduct in-depth research on banks and insurers, building investment models and strategies.
- 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 shape investment strategies in the financial sector.
- Qualifications: 2-5 years of equity research experience with a focus on European financial institutions.
- Other info: Opportunity to engage directly with management teams and influence 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.
- 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.
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 finance sector, especially those who work with banks and insurers. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your research skills! Prepare a mini-analysis on a bank or insurer you admire and share it during interviews. This not only demonstrates your expertise but also your passion for the role.
✨Tip Number 3
Stay updated on industry trends! Follow financial news and reports to discuss current events during interviews. It shows you're engaged and ready to contribute to the team from day one.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Plus, it gives us a chance to see your application in the best light possible.
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 projects that showcase your analytical skills. We want to see how you can bring value to our team!
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 help us understand your approach and expertise in the financial sector.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where necessary to make your achievements stand out. We appreciate a well-structured application that makes it easy for us to see your qualifications at a glance.
Apply Through Our Website: Don’t forget to apply 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 proactive and keen to join our team!
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 that might impact them. This will show your potential employer that you're not just interested in the role but are also well-informed about the industry.
✨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 FIG businesses. This will help you showcase your analytical abilities and how you can contribute to the team.
✨Engagement Strategies Matter
Since the role involves supporting activist strategies, think about how you would engage with management teams and boards. Prepare some ideas on how to approach shareholder engagement and be ready to discuss these during the interview.
✨Show Your Collaborative Spirit
This position requires a collaborative mindset, so be ready to share examples of how you've worked effectively in teams before. Highlight any experiences where you've contributed to high-conviction positions or supported colleagues in achieving common goals.
