At a Glance
- Tasks: Conduct in-depth research and analysis on companies to support investment strategies.
- Company: Join a dynamic Capital Markets team in London with a focus on equity investments.
- Benefits: Competitive salary, professional development, and opportunities for client engagement.
- Other info: Collaborative environment with a focus on continuous improvement and career growth.
- Why this job: Make a real impact by uncovering investment opportunities in the tech sector.
- Qualifications: 5-10 years of experience in equities with strong analytical and communication skills.
The predicted salary is between 70000 - 90000 £ per year.
We’re growing our Capital Markets Strategies – Equity team in London and are looking for an Equity Analyst with a strong bottom‑up mindset and a passion for deep fundamental research. You will drive idea generation and rigorous financial analysis to support our diversified listed equity funds. You’ll take ownership of full‑cycle company coverage, contribute to investment decisions, and help articulate our views to clients and partners. We value an entrepreneurial, curious and analytical approach—someone who enjoys diving deep into products, technology, business models and industry micro‑structures to uncover mispriced opportunities.
Responsibilities
- Lead bottom‑up deep dives on companies that fit our strategies; map industry structures, competitive dynamics, and unit economics;
- Build and maintain robust financial models and track key catalysts;
- Generate and pitch high‑conviction investment ideas; contribute to portfolio construction discussions and risk/reward assessments;
- Participate in investment committees and support the implementation of the equity investment strategy;
- Produce clear, insightful research: market notes, performance attribution/explanations, fund positioning and thematic pieces;
- Support commercialization efforts, partnering with the sales team in client interactions and presentations;
- Engage with management teams, industry experts and the sell‑side to challenge assumptions and refine theses;
- Uphold research best practices: disciplined documentation, thesis tracking, post‑mortems and continuous improvement.
Profile
- 5–10 years of experience in listed equities (buy‑side or sell‑side), with a demonstrable bottom‑up research focus;
- Expertise in the Technology sector, specifically in semis;
- Strong financial analysis and valuation skills; mastery of accounting, cash‑flow drivers and capital allocation frameworks;
- Clear evidence of idea generation, with an ability to articulate variant perception and map key catalysts;
- Entrepreneurial mindset: proactive, resourceful, accountable—comfortable owning coverage and driving outcomes;
- Intellectually curious and hands‑on: willing to go deep on technology stacks, regulatory pathways, product roadmaps, or industry data to build edge;
- Excellent written and verbal communication; ability to synthesize complex topics for investment committees and clients;
- Team player with a collaborative spirit and high integrity.
Education: Degree in business, engineering, finance or a related field (or equivalent). CFA or relevant certifications a plus.
Language: Fluent in English; French is a plus.
Equity Analyst - Capital Market Strategies employer: Tikehau Capital
Join our dynamic Capital Markets Strategies – Equity team in London, where we foster a culture of innovation and collaboration. As an Equity Analyst, you will benefit from extensive professional development opportunities while working alongside industry experts in a stimulating environment that values analytical thinking and entrepreneurial spirit. Our commitment to employee growth, coupled with the vibrant London market, makes us an exceptional employer for those seeking meaningful and rewarding careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Equity Analyst - Capital Market Strategies
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Tikehau Capital. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Equity Analyst - Capital Market Strategies
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Tikehau Capital.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Tikehau Capital's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Tikehau Capital
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Tikehau Capital.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Tikehau Capital will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Tikehau Capital employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
