SMALL & MID-CAP EQUITY ANALYST, SUCCESSFUL ASSET MANAGER
Our client is a long-established and well-respected specialist asset management firm, with a multi-billion-dollar AUM.
The business has a strong track record in Small & Mid-Cap Equity investing, and after further successful capital-raising, is now seeking to hire an additional Investment Analyst to cover this field.
The role will report directly to the Head of Global Small & Mid-Cap Equities, and will sit within a tight-knit, collaborative and highly experienced team of investment professionals. This division runs three funds, totalling several billion dollars in AUM, and employs a firm sustainability / environmental and social governance (ESG) overlay in their decision-making.
Responsibilities will include:
- Identifying Small and Mid-Cap companies globally as potential targets for equity investments.
- Analysis of sustainability / ESG drivers, both pertinent to individual companies and in a broader capacity
- Undertaking detailed qualitative and quantitative company analysis.
- Conducting in-depth management meetings with board-level members of target companies.
- Participation in team-wide investment discussions.
- Assisting with ad hoc projects for the team, such as strategic / economic / thematic research and developing fund materials.
- 2 to 4 years spent in financial services, including experience in equity analysis on either the buy-side or sell-side
- Detailed knowledge of equity markets, and specifically the Small and Mid-Cap arena.
- Excellent aptitude for modelling, including the ability to build DCFs from scratch.
- An affinity for and understanding of ESG / sustainability concepts and factors.
- Prior experience of active participation in meetings with senior company management.
- Superb academic pedigree, and ideally the CFA qualification.
- Strong written and verbal communication skills.
- An enthusiastic, diligent and down-to-earth attitude, suited to working in a collegiate team environment.