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Showing 1774 Equities jobs in the United Kingdom
Product Controller - Equities
London, London
Bank of America
Posted today
Job Viewed
Job Description
Product Controller - Equities
London, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
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**Job Title:** Product Controller - Equities
**Corporate Title:** Assistant Vice President
**Location:** London
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Location Overview:**
Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre.
**The Team:**
Business Finance & Control (BF&C) forms part of the GBAM CFO Group and is responsible for valuation control and analysis, P&L substantiation, and balance sheet oversight. This role is supporting the EMEA Global Financing & Futures (GFF) business, which manages securities repo activity for Global Markets, as well as client Futures and Options. The BFC teams work closely with the Front Line Units, global valuations group (GVG), market risk, legal entity controllers and other support functions. The London-based GFF BFC team consists of four associates. The role will provide opportunities to present to senior Front Office and CFO management, both regionally and globally.
**Responsibilities:**
+ Day-to-day P&L, Balance Sheet and Valuation control responsibilities within the EMEA Global Financing & Futures (GFF) BFC team in London
+ Identify and investigate valuation discrepancies and liaise with Front Line Units (FLUs), Risk, Operations and other finance teams to resolve issues.
+ Analyse drivers of P&L and balance sheet movements, providing commentary and insight for management
+ Engagement with the Accounting Policy Group to implement appropriate accounting policies and procedures.
+ Ensure adherence to accounting policies relating to repos, including sale and repurchase accounting, as well as compliance with FIN41 and IFRS netting guidance for financial instruments.
+ Working with the GVG group to ensure ongoing review & enhancement of valuation control methodologies and practices. Ensuring procedure documents are accurate and up to date.
+ Assist in the streamlining and enhancement of all GFF BFC processes and becoming activelyinvolved with system development ranging from technical enhancements and new product releases to automation of existing processes.
+ Contribute to governance processes, operational error reporting and support of other internal control process, including SOX.
+ Contribute to audit engagements, addressing queries on valuation, accounting treatment, and finance controls.
+ Provide finance leadership on new product approvals, system implementations, and accounting policy changes affecting repo activity.
**What we are looking for:**
+ Preferably Qualified Accountant (ACA, ACCA, CIMA or equivalent) or CFA with good working knowledge of accounting concepts.
+ Applies Financial Accounting & Reporting Expertise
+ Applies Financial Analysis and Reasoning Skills
+ Demonstrates Accounting Knowledge
+ Demonstrates Financial Acumen
**Benefits of working at Bank of America:**
**UK**
+ At Bank of America, we strive to prioritise employees' health and wellbeing - it's what makes us a Great Place to Work.
+ Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.
+ Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.
+ We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
+ 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
+ The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work etc.
+ Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.
+ Access to an Employee Assistance Program for confidential support and help for everyday matters.
+ Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
+ Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions.
+ Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
**Bank of America:**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
London, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**Job Title:** Product Controller - Equities
**Corporate Title:** Assistant Vice President
**Location:** London
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Location Overview:**
Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre.
**The Team:**
Business Finance & Control (BF&C) forms part of the GBAM CFO Group and is responsible for valuation control and analysis, P&L substantiation, and balance sheet oversight. This role is supporting the EMEA Global Financing & Futures (GFF) business, which manages securities repo activity for Global Markets, as well as client Futures and Options. The BFC teams work closely with the Front Line Units, global valuations group (GVG), market risk, legal entity controllers and other support functions. The London-based GFF BFC team consists of four associates. The role will provide opportunities to present to senior Front Office and CFO management, both regionally and globally.
**Responsibilities:**
+ Day-to-day P&L, Balance Sheet and Valuation control responsibilities within the EMEA Global Financing & Futures (GFF) BFC team in London
+ Identify and investigate valuation discrepancies and liaise with Front Line Units (FLUs), Risk, Operations and other finance teams to resolve issues.
+ Analyse drivers of P&L and balance sheet movements, providing commentary and insight for management
+ Engagement with the Accounting Policy Group to implement appropriate accounting policies and procedures.
+ Ensure adherence to accounting policies relating to repos, including sale and repurchase accounting, as well as compliance with FIN41 and IFRS netting guidance for financial instruments.
+ Working with the GVG group to ensure ongoing review & enhancement of valuation control methodologies and practices. Ensuring procedure documents are accurate and up to date.
+ Assist in the streamlining and enhancement of all GFF BFC processes and becoming activelyinvolved with system development ranging from technical enhancements and new product releases to automation of existing processes.
+ Contribute to governance processes, operational error reporting and support of other internal control process, including SOX.
+ Contribute to audit engagements, addressing queries on valuation, accounting treatment, and finance controls.
+ Provide finance leadership on new product approvals, system implementations, and accounting policy changes affecting repo activity.
**What we are looking for:**
+ Preferably Qualified Accountant (ACA, ACCA, CIMA or equivalent) or CFA with good working knowledge of accounting concepts.
+ Applies Financial Accounting & Reporting Expertise
+ Applies Financial Analysis and Reasoning Skills
+ Demonstrates Accounting Knowledge
+ Demonstrates Financial Acumen
**Benefits of working at Bank of America:**
**UK**
+ At Bank of America, we strive to prioritise employees' health and wellbeing - it's what makes us a Great Place to Work.
+ Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.
+ Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.
+ We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
+ 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
+ The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work etc.
+ Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.
+ Access to an Employee Assistance Program for confidential support and help for everyday matters.
+ Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
+ Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions.
+ Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
**Bank of America:**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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This advertiser has chosen not to accept applicants from your region.
0
Senior Quantitative Trader - Equities
BN1 1AA East Sussex, South East
£100000 annum + bon
WhatJobs Direct
Posted 4 days ago
Job Viewed
Job Description
Our client, a highly successful and innovative proprietary trading firm, is seeking an experienced Senior Quantitative Trader to join their dynamic team. This fully remote role offers the unparalleled opportunity to design, develop, and execute sophisticated quantitative trading strategies in the equity markets. You will be at the forefront of algorithmic trading, leveraging cutting-edge technology and deep market knowledge to generate alpha. The ideal candidate will possess a strong quantitative background, with proven success in developing and implementing systematic trading strategies. Responsibilities include researching and identifying trading opportunities, building predictive models, conducting rigorous backtesting and performance analysis, and managing risk effectively. You will collaborate closely with quantitative researchers, developers, and risk managers to refine trading models and ensure seamless execution. Proficiency in programming languages such as Python, C++, or R, along with a deep understanding of statistical analysis, time-series modelling, and machine learning techniques, is essential. Experience with large financial datasets and low-latency trading environments is highly desirable. We are looking for a highly analytical and results-oriented individual with a passion for financial markets and a drive to innovate. Excellent problem-solving skills, the ability to work independently in a fast-paced environment, and strong communication abilities are crucial. This role offers significant autonomy and the potential for substantial financial reward based on performance. This is a unique chance for a seasoned quantitative trader to apply their expertise to challenging equity market strategies within a supportive and technologically advanced remote setting.
Key Responsibilities:
Key Responsibilities:
- Develop, test, and deploy quantitative trading strategies for equities.
- Conduct research into market microstructure and trading patterns.
- Build and refine predictive models using statistical and machine learning techniques.
- Perform rigorous backtesting and performance analysis of trading strategies.
- Manage trading positions and execute trades efficiently.
- Monitor market conditions and adapt strategies as necessary.
- Implement robust risk management protocols.
- Collaborate with researchers, developers, and risk managers.
- Analyse trading performance and identify areas for improvement.
- Stay current with market trends and quantitative finance research.
- Proven track record as a Quantitative Trader or Researcher in equities.
- Strong quantitative and analytical skills, with expertise in statistical modelling and time-series analysis.
- Proficiency in programming languages such as Python, C++, or R.
- Deep understanding of financial markets and trading strategies.
- Experience with machine learning techniques in a trading context.
- Ability to work independently and manage multiple projects.
- Excellent problem-solving and decision-making abilities.
- Strong communication and interpersonal skills.
- Relevant degree in Mathematics, Statistics, Finance, Computer Science, or a related field.
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This advertiser has chosen not to accept applicants from your region.
1
Senior Quantitative Analyst (Equities)
Leverton Search
Posted today
Job Viewed
Job Description
We are looking for an accomplished Senior Research Analyst or junior Portfolio Manager with strong quantitative expertise to join a leading global equity investment team based in London. This position offers the opportunity to play a pivotal role within a strategically sophisticated, research-driven environment, where advanced analytics and quantitative modelling inform multi-billion-dollar investment decisions.
The successful candidate will operate at the forefront of systematic equity research, leveraging statistical analysis, programming proficiency and factor-based frameworks to develop actionable insights and continuously enhance the firm’s investment architecture.
Responsibilities:
- Lead research projects that enhance equity factor models and capture risks and opportunities more effectively.
- Apply advanced statistical and econometric techniques to large, complex datasets.
- Use programming (e.g. Python, R, Matlab) to design, test, and scale quantitative investment models.
- Monitor, manage and interpret investment data, translating it into actionable insights.
- Collaborate with portfolio managers, researchers, and technology teams to implement model improvements.
Requirements:
- 5+ years’ proven experience in a quantitative research, analytical role or portfolio management role.
- Degree in a numeric discipline such as mathematics, econometrics, statistics, or computer science.
- Professional experience in equity markets or related quantitative research.
- Strong programming skills and ability to work with large equity market datasets.
- Knowledge of equity factors, portfolio construction and modelling techniques.
- Strong problem-solving and analytical mindset with excellent attention to detail.
Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria.
At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
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This advertiser has chosen not to accept applicants from your region.
2
Senior Quantitative Analyst (Equities)
London, London
Leverton Search
Posted today
Job Viewed
Job Description
We are looking for an accomplished Senior Research Analyst or junior Portfolio Manager with strong quantitative expertise to join a leading global equity investment team based in London. This position offers the opportunity to play a pivotal role within a strategically sophisticated, research-driven environment, where advanced analytics and quantitative modelling inform multi-billion-dollar investment decisions.
The successful candidate will operate at the forefront of systematic equity research, leveraging statistical analysis, programming proficiency and factor-based frameworks to develop actionable insights and continuously enhance the firm’s investment architecture.
Responsibilities:
- Lead research projects that enhance equity factor models and capture risks and opportunities more effectively.
- Apply advanced statistical and econometric techniques to large, complex datasets.
- Use programming (e.g. Python, R, Matlab) to design, test, and scale quantitative investment models.
- Monitor, manage and interpret investment data, translating it into actionable insights.
- Collaborate with portfolio managers, researchers, and technology teams to implement model improvements.
Requirements:
- 5+ years’ proven experience in a quantitative research, analytical role or portfolio management role.
- Degree in a numeric discipline such as mathematics, econometrics, statistics, or computer science.
- Professional experience in equity markets or related quantitative research.
- Strong programming skills and ability to work with large equity market datasets.
- Knowledge of equity factors, portfolio construction and modelling techniques.
- Strong problem-solving and analytical mindset with excellent attention to detail.
Due to the increased number of applications for this role, we may only respond to candidates whose experience most closely matches the criteria.
At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.
Is this job a match or a miss?
This advertiser has chosen not to accept applicants from your region.
3
Senior Investment Analyst - Equities
S1 4JU Sheffield, Yorkshire and the Humber
£70000 annum plus
WhatJobs Direct
Posted 2 days ago
Job Viewed
Job Description
Our client, a highly respected and established financial institution, is seeking a talented and analytical Senior Investment Analyst to join their dedicated equities team. This is a challenging and rewarding opportunity to contribute to high-level investment decision-making within a collaborative and dynamic trading floor environment. We are committed to delivering superior returns for our clients through rigorous research and strategic asset allocation.
As a Senior Investment Analyst, you will conduct in-depth fundamental research on publicly traded companies, analyse market trends, and develop investment recommendations. You will be responsible for building financial models, valuing securities, and assessing risk to support portfolio management decisions. Your ability to translate complex financial data into clear, actionable insights will be critical to your success and the success of our investment strategies.
Key responsibilities will include:
The ideal candidate will hold a Bachelor's or Master's degree in Finance, Economics, or a related quantitative field, and possess relevant professional certifications (e.g., CFA). A minimum of 5 years of experience in equity research or investment analysis is essential. Demonstrated expertise in financial modelling, valuation techniques, and quantitative analysis is required. Excellent analytical, critical thinking, and communication skills are paramount. This is an on-site position based in Sheffield, South Yorkshire, UK .
As a Senior Investment Analyst, you will conduct in-depth fundamental research on publicly traded companies, analyse market trends, and develop investment recommendations. You will be responsible for building financial models, valuing securities, and assessing risk to support portfolio management decisions. Your ability to translate complex financial data into clear, actionable insights will be critical to your success and the success of our investment strategies.
Key responsibilities will include:
- Performing comprehensive fundamental research on companies within specific sectors or industries.
- Developing and maintaining detailed financial models to forecast company performance and value securities.
- Evaluating investment opportunities, assessing risks, and making informed buy/sell recommendations.
- Monitoring portfolio performance and economic developments, providing timely updates to portfolio managers.
- Preparing detailed investment reports, presentations, and market commentary.
- Staying abreast of industry trends, macroeconomic factors, and regulatory changes impacting equity markets.
- Collaborating with portfolio managers and other analysts to refine investment strategies.
- Conducting due diligence on potential investments.
- Mentoring junior analysts and contributing to team knowledge sharing.
The ideal candidate will hold a Bachelor's or Master's degree in Finance, Economics, or a related quantitative field, and possess relevant professional certifications (e.g., CFA). A minimum of 5 years of experience in equity research or investment analysis is essential. Demonstrated expertise in financial modelling, valuation techniques, and quantitative analysis is required. Excellent analytical, critical thinking, and communication skills are paramount. This is an on-site position based in Sheffield, South Yorkshire, UK .
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4
Senior Investment Analyst - Equities
CF10 1BS Cardiff, Wales
£70000 Annually
WhatJobs Direct
Posted 2 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly analytical and motivated Senior Investment Analyst to join their Investment Banking division in Cardiff, Wales, UK . This role requires a deep understanding of financial markets, strong quantitative skills, and the ability to conduct thorough research and analysis to support investment decisions. You will be responsible for evaluating potential investments, developing financial models, and providing strategic recommendations to portfolio managers and senior management. The ideal candidate will have a proven track record in equity research or asset management and a passion for financial markets.
Responsibilities:
Responsibilities:
- Conduct in-depth fundamental analysis of publicly traded companies and sectors, focusing on equity investments.
- Develop and maintain sophisticated financial models, including valuation, forecasting, and sensitivity analysis.
- Prepare comprehensive investment research reports, presenting findings and recommendations to investment committees and senior management.
- Monitor market trends, economic indicators, and geopolitical events that may impact investment portfolios.
- Identify and assess investment opportunities, risks, and potential returns.
- Collaborate with portfolio managers to develop and execute investment strategies.
- Engage with company management teams, industry experts, and sell-side analysts to gather information and insights.
- Stay informed about regulatory changes and compliance requirements within the financial services industry.
- Contribute to the firm's investment strategy and thought leadership.
- Maintain accurate and organised records of research and analysis.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Minimum of 3-5 years of experience in equity research, investment analysis, or portfolio management.
- Strong proficiency in financial modelling, valuation techniques, and statistical analysis.
- Excellent understanding of financial statements and accounting principles.
- Advanced knowledge of capital markets and investment strategies.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Proficiency in financial databases and software (e.g., Bloomberg, Refinitiv Eikon).
- CFA designation or progress towards it is highly desirable.
- Ability to work effectively under pressure and meet tight deadlines.
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5
Senior Investment Analyst - Equities
AB10 1AA Aberdeen, Scotland
£70000 Annually
WhatJobs Direct
Posted 2 days ago
Job Viewed
Job Description
Our client, a highly respected financial institution, is seeking a dedicated and analytical Senior Investment Analyst to join their esteemed team. This role is based in the heart of Aberdeen, Scotland, UK , and requires a meticulous individual with extensive experience in equity research and investment analysis. You will be responsible for conducting in-depth financial analysis, identifying investment opportunities, and contributing to portfolio strategy development. The ideal candidate possesses a strong quantitative skillset, a deep understanding of financial markets, and a proven ability to generate alpha.
Key Responsibilities:
Key Responsibilities:
- Perform comprehensive fundamental analysis of publicly traded companies, focusing on the equity markets.
- Develop financial models, valuation analyses, and investment recommendations.
- Monitor market trends, economic conditions, and industry developments impacting investment portfolios.
- Conduct due diligence and research on potential investment opportunities.
- Prepare detailed research reports, presentations, and investment theses.
- Collaborate with portfolio managers to align investment strategies with client objectives.
- Track portfolio performance and provide insights on risk management.
- Stay informed about regulatory changes and compliance requirements within the financial industry.
- Mentor junior analysts and contribute to the team's knowledge base.
- Communicate complex financial information clearly and concisely to stakeholders.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Master's degree and/or CFA charter holder preferred.
- Minimum of 5 years of experience in investment analysis, equity research, or portfolio management.
- Proven track record of successful investment recommendations and thesis generation.
- Strong understanding of financial modeling, valuation techniques, and statistical analysis.
- Excellent analytical, critical thinking, and problem-solving skills.
- Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
- Exceptional written and verbal communication skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- High level of integrity and attention to detail.
- Knowledge of UK and international equity markets.
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6
Senior Investment Analyst - Equities
L1 1AA Liverpool, North West
£50000 annum + bon
WhatJobs Direct
Posted 2 days ago
Job Viewed
Job Description
Our client, a prestigious investment firm with a strong reputation in the financial markets, is seeking a highly analytical and experienced Senior Investment Analyst specializing in equities to join their dynamic team. This is a fully remote position, offering the flexibility to work from anywhere in the UK. You will be responsible for conducting in-depth research, analyzing financial markets, and providing strategic investment recommendations to support portfolio management. Your insights will be crucial in driving investment performance and achieving client objectives.
Key Responsibilities:
Key Responsibilities:
- Conduct comprehensive fundamental and quantitative research on publicly traded companies and equity markets.
- Develop and maintain financial models to forecast company performance and valuation.
- Analyze industry trends, competitive landscapes, and macroeconomic factors influencing equity investments.
- Generate detailed investment research reports and present findings and recommendations to the investment committee and portfolio managers.
- Identify investment opportunities and risks, formulating strategic asset allocation suggestions.
- Monitor existing portfolio holdings, track performance, and provide ongoing analysis.
- Engage with company management teams, industry experts, and sell-side analysts.
- Stay abreast of market developments, regulatory changes, and emerging investment themes.
- Contribute to the development of investment strategies and methodologies.
- Ensure all research and analysis adhere to compliance and ethical standards.
- Collaborate effectively with other members of the investment team.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Significant proven experience as an Investment Analyst, Equity Analyst, or similar role within asset management or investment banking.
- Deep understanding of financial modeling, valuation techniques, and statistical analysis.
- Proficiency in financial databases and research platforms (e.g., Bloomberg Terminal, Refinitiv Eikon).
- Strong analytical, critical thinking, and problem-solving skills.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- CFA charter holder or progress towards the CFA designation is highly desirable.
- Experience with portfolio management principles and risk assessment.
- Ability to work independently, manage multiple research projects, and meet tight deadlines in a remote setting.
- High level of integrity and professional ethics.
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7
Senior Investment Analyst - Equities
PO1 1AA Portsmouth, South East
£65000 Annually
WhatJobs Direct
Posted 2 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly analytical and results-driven Senior Investment Analyst to join their dynamic team in Portsmouth, Hampshire, UK . This role is crucial for providing in-depth research and strategic recommendations on equity investments, contributing directly to the firm's portfolio performance. The ideal candidate will possess a strong understanding of financial markets, quantitative analysis, and a proven track record in equity research.
Responsibilities:
Responsibilities:
- Conduct in-depth fundamental analysis of publicly traded companies, focusing on equity investments across various sectors.
- Develop financial models, including discounted cash flow (DCF) analysis, valuation models, and sensitivity analyses.
- Formulate investment recommendations (buy, sell, hold) based on rigorous research and analysis.
- Monitor industry trends, economic conditions, and competitor activities to identify investment opportunities and risks.
- Prepare comprehensive research reports, investment memorandums, and presentations for portfolio managers and investment committees.
- Engage with company management teams, industry experts, and sell-side analysts to gather information and insights.
- Contribute to asset allocation discussions and portfolio construction strategies.
- Maintain and update financial databases and performance tracking systems.
- Ensure compliance with all regulatory requirements and internal policies.
- Mentor junior analysts and contribute to the development of research capabilities within the team.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; Master's degree or MBA is a plus.
- Minimum of 5 years of relevant experience in equity research, investment analysis, or portfolio management.
- Strong proficiency in financial modeling and valuation techniques.
- Deep understanding of capital markets, investment strategies, and financial instruments.
- Excellent analytical, quantitative, and problem-solving skills.
- CFA designation (or progress towards it) is highly desirable.
- Proficiency in financial data terminals (e.g., Bloomberg, Refinitiv Eikon).
- Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Strong attention to detail and organizational skills.
- Ability to work effectively under pressure and meet tight deadlines.
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Senior Investment Analyst (Equities)
BS1 4SJ Bristol, South West
£75000 annum + bon
WhatJobs Direct
Posted 2 days ago
Job Viewed
Job Description
Our client, a prestigious financial services firm with a significant presence in **Bristol, South West England, UK**, is seeking a highly analytical and experienced Senior Investment Analyst specializing in equities. This permanent, full-time role is office-based, offering the opportunity to work within a collaborative and dynamic investment team. You will be responsible for conducting in-depth research, developing investment recommendations, and actively managing a portfolio of equity investments to achieve superior risk-adjusted returns.
Key Responsibilities:
Key Responsibilities:
- Conduct comprehensive fundamental research on publicly traded companies, industries, and macroeconomic trends impacting equity markets.
- Develop financial models, valuation analyses, and investment theses for potential equity investments.
- Formulate and present investment recommendations to the Investment Committee and portfolio managers.
- Monitor the performance of existing portfolio holdings, identify opportunities and risks, and make timely adjustments.
- Stay abreast of market developments, regulatory changes, and competitor activities.
- Engage with company management teams, industry experts, and sell-side analysts to gather insights.
- Contribute to the development of investment strategies and asset allocation decisions.
- Prepare investment reports, market commentary, and presentations for internal and external stakeholders.
- Ensure all investment activities comply with regulatory requirements and internal policies.
- Mentor junior analysts and contribute to the team's knowledge sharing and professional development.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. Master's degree and/or CFA designation are highly preferred.
- Minimum of 7 years of experience in investment analysis, portfolio management, or equity research.
- Proven track record of successfully identifying and recommending profitable equity investments.
- Deep understanding of financial modeling, valuation techniques, and portfolio construction principles.
- Excellent analytical, critical thinking, and problem-solving skills.
- Strong written and verbal communication skills, with the ability to articulate complex ideas clearly.
- Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
- Demonstrated ability to work effectively in a team environment and meet tight deadlines.
- Strong ethical standards and commitment to regulatory compliance.
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