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 36000 - 60000 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) in London 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) in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We can’t stress enough how personal connections can open doors that applications alone can’t.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s recent performance and market trends. We want you to showcase your analytical skills and passion for equity analysis—so come armed with insights and questions!
✨Tip Number 3
Don’t just apply; engage! When you submit your application through our website, follow up with a friendly email expressing your enthusiasm. It shows initiative and keeps you on their radar.
✨Tip Number 4
Practice your pitch! Whether it’s discussing your investment ideas or explaining your research process, we want you to be confident and articulate. Mock interviews with friends can help you nail this down.
We think you need these skills to ace Equity Analyst - Capital Market Strategies (M/F) in London
Some tips for your application 🫡
Show Your Passion for Research: When writing your application, let your enthusiasm for deep fundamental research shine through. We want to see how you dive into the nitty-gritty of companies and industries, so share examples that highlight your analytical mindset and curiosity.
Be Clear and Concise: We appreciate clarity in communication, especially when it comes to complex topics. Make sure your application is well-structured and easy to read. Use bullet points if necessary to break down your skills and experiences, making it easier for us to see your fit for the role.
Highlight Relevant Experience: Make sure to showcase your experience in listed equities, particularly any bottom-up research you've conducted. If you've worked in sectors like healthcare or technology, mention specific projects or analyses that demonstrate your expertise and how they relate to our needs.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it shows you’re proactive—something we really value!
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. Understand their investment strategies and be ready to discuss how your skills align with their goals. This shows you’re genuinely interested and prepared.
✨Showcase Your Analytical Skills
Be ready to demonstrate your financial analysis prowess. Prepare examples of past research or models you've built, and be prepared to discuss how you generated investment ideas. This will highlight your bottom-up mindset and analytical approach.
✨Engage with Industry Knowledge
Brush up on the sectors relevant to the role, like healthcare or cybersecurity. Be prepared to discuss current trends and challenges in these industries. This will show your intellectual curiosity and ability to engage with complex topics.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Whether discussing your research or pitching an investment idea, clarity is key. Use simple language to explain complex concepts, as this will resonate well with investment committees and clients.
