About the Role
A global asset management firm is looking to hire an Equity Research Analyst to cover the Diversified Financials sector.
The main purpose of the role is to generate and present high conviction ideas to Portfolio Managers and maintain coverage of companies in the Diversified Financials sector (Asset Managers, Wealth Managers, Exchanges, Listed PE, Platforms & FinTech etc.)
Responsibilities:
Develop and maintain a thorough understanding of the sector and the companies within it on an operational and financial level
Build detailed financial models, analysing financial performance, returns on capital and valuation
Produce detailed written research notes on stocks under coverage
Present investment recommendations to Portfolio Managers for inclusion in portfolios
Monitor existing holdings and contribute to the portfolio management of the sector across a number of portfolios
Update wider investment team on recent events or results in the sector
Lead meetings with management, including site visits and ESG engagements
Assist with client meetings and investment reports, including presenting sector themes and individual stock ideas
Candidate profile:
5-10 years’ relevant experience analysing companies in the financial sector on the buy-side or sell-side
Excellent academic background
CFA Charterholder or working towards qualification
Genuine passion for investing
Self-awareness and the humility to admit and learn from mistakes
Team player
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.