At a Glance
- Tasks: Join our team to manage and research public equity funds, generating investment ideas.
- Company: Tikehau Investment Management is a dynamic firm focused on quality investments in public equities.
- Benefits: Enjoy a collaborative work environment with opportunities for innovation and professional growth.
- Why this job: Be part of an ambitious team making impactful investment decisions in a fast-paced market.
- Qualifications: 10+ years in equity research with a proven track record; strong analytical and communication skills required.
- Other info: Fluency in English is essential; French is a bonus!
The predicted salary is between 48000 - 84000 £ per year.
We are looking for an experienced Equity Portfolio Manager with a strong entrepreneurial spirit and motivated to join an ambitious public equities team. The employee will conduct fundamental equity research on European and/or US publicly-listed stocks, provide idea generation for our funds, co-manage public equity funds, and contribute to the development of our range of public equity funds.
Responsibilities
- Perform the functions of an equity portfolio manager within our Capital Markets Strategies department.
- Qualitative and quantitative assessment of the business model and performance of European and/or US publicly-listed companies (based on financial and non-financial data).
- Provide idea generation and robust investment cases in line with Tikehau Capital's strategy of investing in quality companies at attractive valuations.
- Monitoring of portfolio companies and potential candidates for inclusion in the fund portfolios (information flow, results, etc.).
- Financial and valuation modelling.
- Work alongside the existing team of portfolio managers and equity analysts and contribute to investment decisions on our public equity funds.
- Preparation and review of marketing documents.
- Participation in the marketing of the funds, through the writing of market notes, performance explanations or fund positioning, as well as supporting the sales force in its interactions with clients and prospects.
- Contribute to the innovation and development effort of the equity fund range.
- Foster collaboration with other investment units of Tikehau Capital, both on liquid strategies and on private assets.
Profile
- At least 10 years of equity research experience and a proven track record of successfully managing public equity portfolios.
- A strong entrepreneurial spirit.
- Ability to analyse and synthesise.
- Team spirit and excellent communication skills.
- Fluent English. French would be a plus.
Equity Portfolio Manager - Tikehau Investment Management - Annonces employer: Tikehau Investment Management - Annonces
Contact Detail:
Tikehau Investment Management - Annonces Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Portfolio Manager - Tikehau Investment Management - Annonces
✨Tip Number 1
Network with professionals in the investment management industry, especially those who have experience in equity portfolio management. Attend industry conferences or webinars to meet potential colleagues and learn about the latest trends in public equities.
✨Tip Number 2
Stay updated on market trends and developments in European and US publicly-listed companies. Regularly read financial news, reports, and analyses to enhance your understanding of the sectors you are interested in.
✨Tip Number 3
Consider joining relevant professional associations or groups that focus on equity research and portfolio management. This can provide you with valuable resources, mentorship opportunities, and insights into best practices in the field.
✨Tip Number 4
Prepare to discuss your previous experiences in managing public equity portfolios during interviews. Be ready to share specific examples of your investment strategies, decision-making processes, and how you generated ideas for funds.
We think you need these skills to ace Equity Portfolio Manager - Tikehau Investment Management - Annonces
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in equity research and portfolio management. Emphasise your entrepreneurial spirit and any successful projects you've led, particularly those related to public equities.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for joining Tikehau Investment Management. Discuss how your skills align with their needs, particularly in idea generation and financial modelling, and mention your ability to work collaboratively within a team.
Showcase Your Analytical Skills: Provide specific examples of your qualitative and quantitative assessments of companies. Highlight any successful investment cases you've developed that align with the company's strategy of investing in quality companies at attractive valuations.
Prepare for Potential Interviews: Anticipate questions related to your experience in managing public equity portfolios and your approach to monitoring portfolio companies. Be ready to discuss your communication skills and how you can contribute to marketing efforts for the funds.
How to prepare for a job interview at Tikehau Investment Management - Annonces
✨Showcase Your Experience
Be prepared to discuss your past experiences in equity research and portfolio management. Highlight specific examples where you've successfully managed public equity portfolios and the impact of your decisions.
✨Demonstrate Analytical Skills
Since the role requires qualitative and quantitative assessments, be ready to explain your approach to analysing business models and financial data. Consider bringing a case study or example to illustrate your analytical process.
✨Emphasise Team Collaboration
Tikehau values teamwork, so share instances where you've worked effectively with others, especially in investment decision-making. Discuss how you foster collaboration and contribute to a team environment.
✨Prepare for Market Insights
Stay updated on current market trends and be ready to discuss your views on European and US publicly-listed stocks. This will demonstrate your proactive approach and alignment with Tikehau's investment strategy.