2,654 Equity jobs in the United Kingdom
Senior Investment Analyst - Equity Research
OX1 1ND Oxford, South East
£80000 annum + bon
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Our client, a highly respected investment management firm based in the vibrant city of **Oxford, Oxfordshire, UK**, is seeking a Senior Investment Analyst to join their esteemed Equity Research team. This pivotal role involves conducting in-depth fundamental analysis of publicly traded companies, generating investment recommendations, and contributing to the firm's portfolio management strategies. You will be responsible for researching specific sectors or industries, building complex financial models, and evaluating companies based on their financial health, competitive positioning, and macroeconomic factors. The Senior Investment Analyst will communicate their findings and investment theses to portfolio managers and investment committees through detailed research reports and presentations. A deep understanding of valuation methodologies, accounting principles, and capital markets is essential. The ideal candidate will possess exceptional analytical abilities, strong quantitative skills, and a meticulous attention to detail. Proven experience in equity research, either within an asset management firm, sell-side brokerage, or investment bank, is a prerequisite. Excellent written and verbal communication skills are vital for articulating investment recommendations clearly and persuasively. You should be self-motivated, capable of working independently, and possess a strong ethical compass. This is an outstanding opportunity to contribute to a successful investment team, gain exposure to a wide range of asset classes and strategies, and further your career in the competitive financial services industry. The firm offers a collaborative working environment and significant opportunities for professional growth and development.
Responsibilities:
Responsibilities:
- Conduct comprehensive fundamental analysis of publicly listed companies within assigned sectors.
- Develop detailed financial models to forecast company performance and conduct valuation analysis.
- Formulate investment recommendations (buy, sell, hold) based on thorough research and analysis.
- Write high-quality investment research reports, articulating investment theses and supporting arguments.
- Present research findings and recommendations to portfolio managers and investment committees.
- Monitor portfolio holdings, industry trends, and macroeconomic developments.
- Engage with company management teams, industry experts, and sell-side analysts.
- Collaborate with other analysts and portfolio managers to share insights and identify investment opportunities.
- Stay abreast of market developments, regulatory changes, and new analytical techniques.
- Ensure compliance with all internal policies, procedures, and regulatory requirements.
- Contribute to the firm's investment strategy and thought leadership.
- Mentor junior analysts and support their professional development.
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Significant experience (e.g., 5+ years) in equity research, investment analysis, or portfolio management.
- Proven track record of generating profitable investment recommendations.
- Expertise in financial modelling, valuation techniques (e.g., DCF, multiples), and accounting principles.
- Strong quantitative and analytical skills, with excellent attention to detail.
- Excellent written and verbal communication skills, with the ability to present complex information clearly.
- Deep understanding of capital markets and investment strategies.
- CFA charter holder or actively pursuing the charter is highly desirable.
- Proficiency in financial databases and analytical software (e.g., Bloomberg, Refinitiv Eikon).
- Ability to work independently, manage workload effectively, and meet deadlines.
- High ethical standards and a commitment to professional conduct.
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Junior Investment Analyst - Equity Research
SW1A 0AA London, London
£45000 annum + bon
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Posted 11 days ago
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Job Description
Our client, a highly respected investment management firm in London, England, UK , is seeking an ambitious and detail-oriented Junior Investment Analyst to join their Equity Research team. This role offers an exceptional opportunity to develop a deep understanding of financial markets, company analysis, and investment strategies. Working within a dynamic and collaborative environment, you will support senior analysts in conducting in-depth research on publicly traded companies, contributing to investment recommendations. The hybrid work model provides a blend of essential in-office collaboration and focused remote work, ensuring a balanced and productive experience.
Responsibilities:
Responsibilities:
- Assist senior analysts in researching and analyzing companies within assigned sectors.
- Gather and interpret financial data, including financial statements, market reports, and economic indicators.
- Build and maintain financial models to forecast company performance and valuation.
- Conduct industry and competitor research to understand market dynamics and competitive landscapes.
- Prepare research reports, presentations, and memos summarizing findings and investment recommendations.
- Monitor news, industry developments, and company-specific events that may impact investments.
- Support the portfolio management team with ad-hoc research requests.
- Attend investor conferences, earnings calls, and management meetings.
- Collaborate with team members to identify investment opportunities and risks.
- Ensure accuracy and integrity of all research data and analysis.
- Stay informed about market trends, regulatory changes, and macroeconomic factors.
- Develop a strong understanding of valuation methodologies and investment principles.
- Bachelor's degree in Finance, Economics, Business, or a related quantitative field.
- Strong academic record with excellent analytical and quantitative skills.
- High level of proficiency in Microsoft Excel, including financial modeling and data analysis.
- Familiarity with financial databases such as Bloomberg, Refinitiv Eikon, or FactSet is highly desirable.
- Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly.
- Strong work ethic, attention to detail, and ability to manage multiple tasks effectively.
- Proactive and eager to learn, with a keen interest in financial markets and investing.
- Ability to work effectively both independently and as part of a team.
- Completion of, or progress towards, professional certifications such as CFA is a plus.
- Understanding of accounting principles and financial statement analysis.
This advertiser has chosen not to accept applicants from your region.
1
Senior Investment Analyst - Equity Research
BS1 5RR Bristol, South West
£70000 Annually
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Posted 11 days ago
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Job Description
Our client, a reputable firm within the **Banking & Finance** sector, is seeking a highly analytical and driven Senior Investment Analyst to join their esteemed equity research team. This position is based at their prominent office in **Bristol, South West England, UK**, and requires the candidate to work predominantly on-site. You will be responsible for conducting in-depth fundamental analysis of publicly traded companies, developing investment theses, and providing actionable recommendations to portfolio managers and clients. This role demands a sophisticated understanding of financial markets, corporate finance, and valuation methodologies.
Responsibilities:
Qualifications:
This is an exceptional opportunity to join a leading financial institution and make a significant contribution to its investment success. You will be part of a talented team, working on stimulating challenges in a professional and collaborative environment.
Responsibilities:
- Conduct comprehensive financial analysis of companies across various sectors, including financial statement analysis, valuation modeling, and competitive landscape assessment.
- Develop and maintain detailed financial models, including DCF, LBO, and comparable company analysis.
- Formulate and articulate clear, concise investment recommendations and present them to internal investment committees and clients.
- Stay abreast of industry trends, macroeconomic factors, and regulatory developments impacting covered companies.
- Engage with company management teams, industry experts, and sell-side analysts to gather information and validate investment theses.
- Contribute to the firm's investment strategy and asset allocation discussions.
- Monitor the performance of existing investments and provide ongoing analysis and updates.
- Mentor junior analysts and contribute to the development of the research team.
- Ensure compliance with all relevant regulatory requirements and ethical standards.
- Build and maintain strong relationships with key stakeholders, including portfolio managers and sales teams.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- A minimum of 5 years of experience in investment analysis, equity research, or a similar financial role.
- Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
- Strong understanding of capital markets, investment strategies, and corporate finance.
- Excellent written and verbal communication skills, with the ability to present complex information clearly and persuasively.
- Demonstrated ability to work independently, manage multiple projects, and meet deadlines in a fast-paced environment.
- CFA charterholder or progress towards the CFA designation is highly preferred.
- Proficiency in financial databases (e.g., Bloomberg, Refinitiv Eikon) and Microsoft Excel.
- High level of integrity and attention to detail.
- Eligibility to work in the UK.
This is an exceptional opportunity to join a leading financial institution and make a significant contribution to its investment success. You will be part of a talented team, working on stimulating challenges in a professional and collaborative environment.
This advertiser has chosen not to accept applicants from your region.
2
Senior Investment Analyst - Equity Research
RG1 1DN Reading, South East
£80000 Annually
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Posted 18 days ago
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Job Description
Our client, a distinguished investment firm, is seeking a highly analytical and experienced Senior Investment Analyst to contribute to their equity research division. This role offers the opportunity to conduct in-depth research and analysis of publicly traded companies, identify investment opportunities, and develop compelling investment theses. The ideal candidate will possess a profound understanding of financial markets, valuation methodologies, and corporate finance. You will be responsible for generating insightful research reports, providing recommendations to portfolio managers, and engaging with company management teams.
Key responsibilities include performing detailed financial statement analysis, building complex financial models, and forecasting future company performance. You will monitor industry trends, competitive landscapes, and macroeconomic factors that could impact investment performance. The role involves significant interaction with investor relations departments and company executives to gather information and assess management quality. You will also be expected to contribute to internal investment committee meetings, presenting your research findings and defending your recommendations.
This is a fully remote position, allowing you to leverage your analytical skills from anywhere. We are looking for an individual with exceptional written and verbal communication skills, the ability to synthesize complex information into clear and concise insights, and a strong ethical compass. Experience in fundamental analysis, quantitative modeling, and valuation techniques is paramount. A passion for investing and a curious, proactive mindset are essential for success in this role. You will be an integral part of a collaborative team, contributing to the firm's investment strategy and success. The focus is on rigorous analysis and disciplined decision-making.
Qualifications: Bachelor's degree in Finance, Economics, or a related field. CFA designation or progress towards it is highly desirable. Minimum of 7 years of experience in equity research, investment analysis, or a related financial role. Proven track record of producing high-quality investment research. Strong financial modeling and valuation skills. Excellent analytical, quantitative, and problem-solving abilities. Superior written and verbal communication skills. This role is primarily focused on research and analysis for the **Reading, Berkshire, UK** market, but is performed remotely.
Key responsibilities include performing detailed financial statement analysis, building complex financial models, and forecasting future company performance. You will monitor industry trends, competitive landscapes, and macroeconomic factors that could impact investment performance. The role involves significant interaction with investor relations departments and company executives to gather information and assess management quality. You will also be expected to contribute to internal investment committee meetings, presenting your research findings and defending your recommendations.
This is a fully remote position, allowing you to leverage your analytical skills from anywhere. We are looking for an individual with exceptional written and verbal communication skills, the ability to synthesize complex information into clear and concise insights, and a strong ethical compass. Experience in fundamental analysis, quantitative modeling, and valuation techniques is paramount. A passion for investing and a curious, proactive mindset are essential for success in this role. You will be an integral part of a collaborative team, contributing to the firm's investment strategy and success. The focus is on rigorous analysis and disciplined decision-making.
Qualifications: Bachelor's degree in Finance, Economics, or a related field. CFA designation or progress towards it is highly desirable. Minimum of 7 years of experience in equity research, investment analysis, or a related financial role. Proven track record of producing high-quality investment research. Strong financial modeling and valuation skills. Excellent analytical, quantitative, and problem-solving abilities. Superior written and verbal communication skills. This role is primarily focused on research and analysis for the **Reading, Berkshire, UK** market, but is performed remotely.
This advertiser has chosen not to accept applicants from your region.
3
Senior Investment Analyst - Private Equity
NE1 4AB Newcastle upon Tyne, North East
£75000 Annually
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Posted 1 day ago
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Job Description
Our client, a highly reputable investment firm, is seeking a driven and analytical Senior Investment Analyst to join their expanding private equity team. This position is based in our offices in **Newcastle upon Tyne, Tyne and Wear, UK**, with a hybrid working model that balances office-based collaboration with remote flexibility. You will be instrumental in identifying, evaluating, and executing new investment opportunities across various sectors. Key responsibilities include conducting in-depth market research, financial modelling, valuation analysis, and due diligence on potential portfolio companies. You will prepare investment memorandums and presentations for the investment committee, articulating investment theses and risks. Post-investment, you will monitor portfolio company performance, providing strategic support and identifying value creation opportunities. This role requires a sophisticated understanding of financial markets, corporate finance, and investment strategies. The ideal candidate will possess exceptional analytical, quantitative, and problem-solving skills, with a keen eye for detail. Strong communication and interpersonal skills are essential for interacting with management teams of portfolio companies, co-investors, and internal stakeholders. A minimum of 5 years of relevant experience in investment banking, private equity, or corporate finance is required. An MBA or a professional qualification such as CFA is highly desirable. Proficiency in financial modelling software and data analysis tools is mandatory. You must demonstrate a successful track record of evaluating and executing complex transactions. This is a challenging and rewarding opportunity to contribute to the growth of a successful investment firm and build a career in private equity. The role demands a proactive approach, a strong work ethic, and the ability to thrive in a fast-paced, collaborative environment.
This advertiser has chosen not to accept applicants from your region.
4
Senior Investment Analyst - Private Equity
DE1 2BU Derby, East Midlands
£60000 annum + bon
WhatJobs
Posted 3 days ago
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Job Description
Our client, a prestigious and rapidly expanding private equity firm based in Derby, Derbyshire, UK , is seeking a highly analytical and driven Senior Investment Analyst to join their investment team. This role is crucial in identifying, evaluating, and executing new investment opportunities across various sectors. You will conduct in-depth market research, financial modelling, due diligence, and valuation analysis to support investment decisions. The successful candidate will play a significant role in the firm's growth and success, working closely with senior investment professionals. This position offers a hybrid working arrangement, providing a dynamic blend of collaborative office work and remote flexibility.
Key responsibilities:
Key responsibilities:
- Conduct comprehensive financial analysis, including building complex financial models, forecasting, and valuation (DCF, LBO, comparable company analysis).
- Perform in-depth market research and industry analysis to identify potential investment targets.
- Lead and participate in the due diligence process for potential investments, assessing financial, commercial, and operational risks.
- Prepare detailed investment memos and presentations for the Investment Committee.
- Monitor the performance of existing portfolio companies and identify opportunities for value creation.
- Support the negotiation and execution of investment transactions.
- Develop and maintain relationships with industry contacts, intermediaries, and advisors.
- Stay abreast of macroeconomic trends, industry developments, and capital markets.
- Assist in fundraising activities and investor reporting.
- Mentor junior analysts and contribute to the development of the investment team.
This advertiser has chosen not to accept applicants from your region.
5
Senior Investment Analyst - Private Equity
SR5 2LA Sunderland, North East
£60000 annum plus
WhatJobs
Posted 7 days ago
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Job Description
Our client, a prestigious investment firm, is seeking a highly analytical and results-oriented Senior Investment Analyst to join their thriving Private Equity division. This role is critical in supporting the identification, evaluation, and execution of investment opportunities across various sectors. The successful candidate will contribute significantly to the firm's investment strategy and portfolio management. This is a highly demanding, office-based position located in Sunderland, Tyne and Wear, UK , requiring a strong commitment to the team and firm's objectives. You will work closely with senior investment professionals, providing critical financial analysis and market insights.
Key responsibilities include:
The ideal candidate will possess:
This is an outstanding career opportunity for a dedicated finance professional looking to make a significant impact within the private equity sector. The role requires a dedicated presence at our Sunderland offices.
Key responsibilities include:
- Conducting comprehensive financial modeling, valuation, and due diligence on potential investments.
- Performing in-depth market research and industry analysis to identify new investment trends and opportunities.
- Preparing detailed investment memorandums, presentations, and reports for the Investment Committee.
- Assisting in the structuring and negotiation of investment terms.
- Monitoring existing portfolio companies, tracking performance, and identifying value creation initiatives.
- Building and maintaining relationships with company management teams, advisors, and other stakeholders.
- Supporting the origination of new investment ideas through proactive market engagement.
- Contributing to the firm's overall investment strategy and thought leadership.
The ideal candidate will possess:
- A Bachelor's degree in Finance, Economics, Accounting, or a related field; an MBA or CFA designation is a strong plus.
- A minimum of 3-5 years of relevant experience in investment banking, private equity, corporate development, or management consulting.
- Demonstrated proficiency in financial modeling, valuation techniques (DCF, LBO, comparables), and quantitative analysis.
- Strong understanding of financial statements and accounting principles.
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional communication and presentation skills, with the ability to articulate complex financial concepts clearly.
- A high level of drive, ambition, and a keen interest in financial markets and investment.
- Proven ability to work independently and as part of a collaborative team in a fast-paced environment.
This is an outstanding career opportunity for a dedicated finance professional looking to make a significant impact within the private equity sector. The role requires a dedicated presence at our Sunderland offices.
This advertiser has chosen not to accept applicants from your region.
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6
Senior Investment Analyst (Private Equity)
WV1 1AA Wolverhampton, West Midlands
£80000 annum (plus
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Posted 8 days ago
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Job Description
Our client, a highly regarded private equity firm, is seeking an experienced Senior Investment Analyst to join their esteemed investment team. This is a fully remote position, providing the opportunity to work from anywhere within the UK. You will play a pivotal role in the entire investment lifecycle, from deal sourcing and due diligence to portfolio management and exit strategies. This role demands exceptional financial modeling, valuation, analytical, and research skills. You will be responsible for evaluating potential investment opportunities, conducting in-depth market analysis, and supporting senior investment professionals in decision-making processes. The ideal candidate possesses a strong understanding of financial markets, corporate finance, and various investment strategies, coupled with impeccable attention to detail and a drive for excellence. Confidentiality and integrity are paramount.
Key Responsibilities:
Key Responsibilities:
- Identify and source potential investment opportunities across various sectors.
- Conduct comprehensive due diligence, including financial, commercial, operational, and legal assessments.
- Develop detailed financial models, valuations, and investment theses.
- Analyze market trends, competitive landscapes, and industry dynamics.
- Prepare investment memorandums and presentations for Investment Committee review.
- Monitor and support portfolio companies, tracking performance against strategic objectives.
- Assist in the execution of transactions, including M&A and capital raising activities.
- Conduct post-investment analysis and evaluate exit strategies.
- Build and maintain relationships with industry contacts, advisors, and management teams.
- Stay abreast of macroeconomic conditions, capital markets, and regulatory developments.
- Contribute to the firm's overall investment strategy and knowledge base.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. An MBA or advanced degree is highly desirable.
- Minimum of 5 years of relevant experience in investment banking, private equity, corporate development, or management consulting.
- Proven expertise in financial modeling, valuation techniques (DCF, LBO, comparables), and financial statement analysis.
- Strong understanding of private equity investment processes and due diligence methodologies.
- Excellent analytical, critical thinking, and problem-solving skills.
- Exceptional research capabilities and the ability to synthesize complex information.
- Outstanding written and verbal communication skills, with the ability to articulate findings clearly and persuasively.
- Proficiency in data analysis software and presentation tools (e.g., Excel, PowerPoint).
- Ability to work independently, manage multiple projects simultaneously, and meet demanding deadlines in a remote environment.
- Professional certifications such as CFA (Chartered Financial Analyst) are a strong plus.
This advertiser has chosen not to accept applicants from your region.
7
Senior Investment Analyst - Private Equity
NR3 1QL Norwich, Eastern
£70000 Annually
WhatJobs
Posted 11 days ago
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Job Description
Our client, a prominent investment firm, is seeking a highly analytical and experienced Senior Investment Analyst to join their dynamic team in Norwich, Norfolk, UK . This role is integral to the firm's private equity division, focusing on identifying, evaluating, and executing investment opportunities in line with the firm's strategy. You will conduct in-depth financial analysis, market research, and due diligence on potential acquisitions and portfolio companies. The ideal candidate will possess a strong understanding of financial markets, valuation methodologies, and deal structuring, coupled with exceptional analytical and communication skills. This position offers a challenging and rewarding career path within the investment sector.
Key Responsibilities:
The successful candidate will hold a Bachelor's degree in Finance, Economics, or a related field; a Master's degree or CFA designation is highly desirable. A minimum of 3-5 years of relevant experience in investment banking, private equity, corporate finance, or consulting is required. Proven expertise in financial modeling, valuation techniques (DCF, comparable companies, precedent transactions), and due diligence is essential. Strong analytical, quantitative, and problem-solving skills are critical. Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely, are a must. The ability to work effectively in a team environment, manage multiple projects simultaneously, and meet demanding deadlines is crucial. This role requires a driven and motivated individual with a strong work ethic and a passion for investing. This position is based in our office in Norwich, Norfolk, UK .
Key Responsibilities:
- Source, screen, and evaluate potential private equity investment opportunities.
- Conduct rigorous financial modeling, valuation analysis, and due diligence on target companies.
- Prepare detailed investment memorandums and presentations for the Investment Committee.
- Assist in the structuring and negotiation of transactions.
- Monitor the performance of existing portfolio companies and support their strategic development.
- Develop and maintain relationships with intermediaries, management teams, and other industry contacts.
- Conduct comprehensive market research and competitive analysis to identify industry trends and opportunities.
- Support senior investment professionals in all aspects of the investment process.
- Assist with portfolio company exits, including IPOs and trade sales.
- Stay abreast of macroeconomic trends and their potential impact on investment strategies.
- Contribute to the development and refinement of the firm's investment thesis and strategy.
- Ensure compliance with all regulatory requirements and internal policies.
The successful candidate will hold a Bachelor's degree in Finance, Economics, or a related field; a Master's degree or CFA designation is highly desirable. A minimum of 3-5 years of relevant experience in investment banking, private equity, corporate finance, or consulting is required. Proven expertise in financial modeling, valuation techniques (DCF, comparable companies, precedent transactions), and due diligence is essential. Strong analytical, quantitative, and problem-solving skills are critical. Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely, are a must. The ability to work effectively in a team environment, manage multiple projects simultaneously, and meet demanding deadlines is crucial. This role requires a driven and motivated individual with a strong work ethic and a passion for investing. This position is based in our office in Norwich, Norfolk, UK .
This advertiser has chosen not to accept applicants from your region.
8
Senior Investment Analyst - Private Equity
WV1 1AA Wolverhampton, West Midlands
£70000 annum (+ bo
WhatJobs
Posted 12 days ago
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Job Description
Our client, a leading private equity firm, is looking for a highly analytical and driven Senior Investment Analyst to join their growing team. This is a hybrid role, offering a dynamic work environment with a blend of remote flexibility and essential in-office collaboration at our Wolverhampton, West Midlands, UK office. You will play a critical role in the investment process, from deal sourcing and due diligence to financial modeling and portfolio management. The ideal candidate will possess exceptional financial analysis skills and a deep understanding of investment markets.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct in-depth financial analysis and valuation of potential investment opportunities across various sectors.
- Build complex financial models (DCF, LBO, etc.) to support investment decisions and projections.
- Perform comprehensive due diligence on target companies, including market, commercial, financial, and operational assessments.
- Assist in the structuring and negotiation of investment transactions.
- Prepare investment memos and presentations for the Investment Committee.
- Monitor the performance of existing portfolio companies, identifying value creation opportunities.
- Conduct industry research and market analysis to identify emerging trends and investment themes.
- Support senior investment professionals in all aspects of the investment lifecycle.
- Maintain relationships with deal sources, industry contacts, and advisors.
- Contribute to the ongoing development of investment strategies and methodologies.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related quantitative field. An MBA or CFA charter is highly desirable.
- Minimum of 4 years of experience in investment banking, private equity, corporate finance, or a related analytical role.
- Proven expertise in financial modeling, valuation techniques, and due diligence processes.
- Strong understanding of financial markets, investment principles, and corporate finance.
- Excellent analytical, quantitative, and problem-solving skills.
- Proficiency in Microsoft Excel and PowerPoint is essential; experience with financial databases (e.g., Bloomberg, CapIQ) is a plus.
- Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Ability to work effectively in a fast-paced, demanding environment, both independently and as part of a team.
- Strong attention to detail and a rigorous approach to analysis.
- Must be able to work in a hybrid model, including regular attendance at our Wolverhampton office.
This advertiser has chosen not to accept applicants from your region.
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