Equity Analyst
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Key skills for this role
About the Role
The Junior Analyst will identify and conduct research on investment opportunities for recommendation to the Equity Team and discussion with the Sub-Investment Committee. Travel:.
Key Skills for This Role
Responsibilities
- Identify and conduct research on investment opportunities for recommendation to the Equity Team
- Travel 2 3 weeks annually to meet with companies in the portfolio and identify new investment opportunities
- Maintain regular contact with companies in which the Firm has invested
- Ensure the database of research is current for areas of primary responsibility, including stock specific information and market/industry data
- Help with the administration of documentation used by the team to fulfil its process and procedures
Requirements
- Ability to identify and conduct research on investment opportunities
- Willingness to travel 2 3 weeks annually to meet with companies
- Responsibility for ensuring database of research is current for areas of primary responsibility
- Ability to help with administration of documentation used by the team
Full Job Posting
Role Overview
- The Junior Analyst will identify and conduct research on investment opportunities for recommendation to the Equity Team and discussion with the Sub Investment Committee.
Key Responsibilities
- Identify and conduct research on investment opportunities for recommendation to the Equity Team and discussion with the Sub Investment Committee.
- Travel 2 3 weeks annually to meet with companies in the portfolio and identify new investment opportunities.
- Maintain regular contact with companies in which the Firm has invested.
- Ensure the database of research is current for areas of primary responsibility, including stock specific information (notes, theses, financial models and ESG scorecards) as well as relevant market/industry data.
- Help with the administration of documentation used by the team to fulfil its process and procedures as committed to clients.
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