ElevatePartners have been retained exclusively on behalf of a new to market, global AssetManagement firm to hire a Senior Equity Analyst. This role will report directlyinto the CIO and represents an excellent opportunity for investment professionalslooking to progress their career in a stock selection role.
The role:
1. Assistinoriginationofnewinvestmentideasandongoingmanagementofexistinginvestmentsinthe funds
2. Undertakemonitoringandbottom-upanalysisonpublicequityandmultiassetportfolios
3. Conductresearch/duediligenceonnewandexistinginvestmentideasandprepareinvestment papers / proposals accordingly
4. Create,develop,andmaintainfinancialmodels
5. Developandmaintainrelationshipswithcompanies,advisers,andotherindustryparticipants
6. Implementandensureadherencetocomplianceproceduresassociatedwiththerelevantfund prospectuses, investment processesand risk limits.
7. Assistintheproductionofmarketingmaterialswhichwillbeusedtoraisefunds andcapitalas required
Requirements
8. 5-8yearsrelevantexperienceinindustrysuchas Equity Research, FundManagement,PrivateEquity, CorporateFinance
9. CFA/ACA preferable
10. Demonstrablepassionandaptitudeforinvestmentandstockpicking
11. StrongfinancialskillsincludingfinancialmodellinginExcelandanalysiscapability
12. Strongpeopleskills,capacitytobuildandmaintainrelationships
13. Interest and knowledge in ESG/SFDR beneficial