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For Companies At a Glance
- Tasks: Conduct in-depth research and analysis on companies to support investment decisions.
- Company: Dynamic Capital Markets Strategies team in London, focused on equity investments.
- Benefits: Competitive salary, professional development, and opportunities for client engagement.
- Why this job: Join a passionate team and make impactful investment decisions in a fast-paced environment.
- Qualifications: 5-10 years in equities with strong analytical and communication skills.
- Other info: Collaborative culture that values curiosity and entrepreneurial spirit.
The predicted salary is between 48000 - 72000 ÂŁ 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.
Qualifications
- 5–10 years of experience in listed equities (buy‑side or sell‑side), with a demonstrable bottom‑up research focus.
- Expertise in at least one of the following sectors: healthcare, semiconductors, cybersecurity, software, or defence.
- 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 (M/F) employer: Tikehau Capital
Contact Detail:
Tikehau Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Analyst - Capital Market Strategies (M/F)
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its market position. We recommend practising common interview questions and having your own insightful questions ready to show your genuine interest in the role.
✨Tip Number 3
Showcase your analytical skills! Bring examples of your past work or projects that demonstrate your bottom-up research approach. We love seeing candidates who can articulate their thought process and findings clearly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Equity Analyst - Capital Market Strategies (M/F)
Some tips for your application 🫡
Show Your Passion for Research: When writing your application, let us see your enthusiasm for deep fundamental research. Share specific examples of how you've dived into company analyses or industry trends—this will help us understand your bottom-up mindset.
Be Clear and Concise: We appreciate clarity! Make sure your application is well-structured and easy to read. Use bullet points where necessary to highlight your key achievements and skills, especially those related to financial analysis and idea generation.
Tailor Your Application: Don’t just send a generic application. Tailor it to our Capital Markets Strategies – Equity team by mentioning relevant experiences in sectors like healthcare or technology. Show us how your background aligns with our needs!
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 proactive—just what we like!
How to prepare for a job interview at Tikehau Capital
✨Do Your Homework
Before the interview, dive deep into the company’s recent performance and its position in the market. Familiarise yourself with their investment strategies and any recent news or changes in the sectors they focus on, like healthcare or cybersecurity. This will show your genuine interest and help you articulate informed questions.
✨Showcase Your Analytical Skills
Prepare to discuss specific financial models you've built or analyses you've conducted in the past. Be ready to explain your thought process behind idea generation and how you assess risk/reward scenarios. This is your chance to demonstrate your bottom-up research focus and analytical mindset.
✨Engage with Real Examples
Bring examples of your previous work that highlight your ability to uncover mispriced opportunities. Discuss how you’ve engaged with management teams or industry experts to refine your investment theses. This will illustrate your proactive approach and entrepreneurial spirit.
✨Practice Clear Communication
Since you'll need to synthesise complex topics for clients and investment committees, practice explaining your ideas clearly and concisely. Consider doing mock interviews with a friend or mentor to refine your verbal communication skills, ensuring you can convey your insights effectively.
