7 Equity Research jobs in the United Kingdom
Associate Director, Equity Research
Glasgow, Scotland
£50000 - £55000 annum
Woozle Research
Posted 10 days ago
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0
Senior Investment Analyst - Equity Research
OX1 1ND Oxford, South East
£80000 annum + bon
WhatJobs
Posted today
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Job Description
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.
This advertiser has chosen not to accept applicants from your region.
1
Junior Investment Analyst - Equity Research
SW1A 0AA London, London
£45000 annum + bon
WhatJobs
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.
2
Senior Investment Analyst - Equity Research
BS1 5RR Bristol, South West
£70000 Annually
WhatJobs
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.
3
Senior Investment Analyst - Equity Research
RG1 1DN Reading, South East
£80000 Annually
WhatJobs
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.
4
Remote Senior Investment Analyst - Equity Research
NR1 1NE Norwich, Eastern
£70000 Annually
WhatJobs
Posted 15 days ago
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Job Description
Our client, a highly respected investment management firm, is seeking a Senior Investment Analyst with a strong background in equity research to join their exclusively remote team. This pivotal role involves conducting in-depth financial analysis, developing investment strategies, and providing data-driven recommendations to portfolio managers. Based operationally from Norwich, Norfolk, UK , the position offers the complete flexibility of working from home anywhere in the UK.
Key Responsibilities:
Key Responsibilities:
- Perform comprehensive financial analysis of public companies, including valuation modeling, financial statement analysis, and cash flow forecasting.
- Develop and articulate investment theses for individual stocks and sectors, identifying key drivers of value and risk.
- Conduct thorough due diligence on potential investments, including management meetings and industry research.
- Monitor existing portfolio holdings, providing timely updates on company performance, industry developments, and macroeconomic trends.
- Prepare detailed research reports, investment recommendations, and presentations for internal stakeholders and the investment committee.
- Build and maintain complex financial models to support investment decisions.
- Stay abreast of market trends, regulatory changes, and competitive landscapes impacting assigned sectors.
- Collaborate effectively with portfolio managers and other analysts in a virtual setting, contributing to team discussions and strategy development.
- Communicate investment ideas and research findings clearly and concisely, both verbally and in writing.
- Utilize financial databases, news sources, and other analytical tools to gather and synthesize information.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or CFA charter is highly preferred.
- Minimum of 5 years of experience in equity research, investment analysis, or portfolio management.
- Proven ability to build sophisticated financial models and perform rigorous valuation analysis.
- Deep understanding of financial accounting principles and corporate finance.
- Excellent analytical, critical thinking, and problem-solving skills.
- Strong written and verbal communication skills, with the ability to present complex information effectively.
- Proficiency with financial data terminals (e.g., Bloomberg, Refinitiv Eikon) and analytical software.
- Demonstrated ability to work independently, manage multiple projects, and meet deadlines in a remote environment.
- A strong ethical compass and a commitment to fiduciary responsibility.
- Proactive research approach and a passion for uncovering investment opportunities.
This advertiser has chosen not to accept applicants from your region.
5
Graduate Equity Research Analyst - 6-Month Rotational Programme
London, London
£2800 - £43000 annum
Woozle Research
Posted 10 days ago
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Job Description
This advertiser has chosen not to accept applicants from your region.
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