Equity Analyst, Small & Mid-Cap

Meredith Brown Associates
London, United Kingdom
£60,000 - £80,000 + Bonus
Mar 12, 2018
Mar 14, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Role & Responsibilities
You will be charged with providing research and investment ideas on Small and Mid-Cap companies, in particular in respect of analysis of the ‘impact' potential of engagement with investee companies from the perspective of ‘sustainable development goals' (SDG).

  • Research on companies: analysis of SDG factors for incorporation into investment appraisals, including a contribution to the formulation of an engagement plan; regular investment research and valuation work in supporting the regional Portfolio Managers, including DCF modelling.
  • Participate in peer reviews of investments, Composition Review and other portfolio management activity.
  • Meet, visit and analyse companies, either on own or with PMs or other team members.
  • Ad-hoc analysis in relation to investment themes, economics and strategy, portfolio exposures and risk.
  • Qualitative and quantitative assessment of progress of engagement plans and reporting thereof.
  • Familiarity with current developments in responsible / impact investing, including data collection and reporting standards.
  • Build relationships with other investment teams and the Responsibility & Impact teams. This may include taking part in thematic/ sector/ country activities. Liaise with other investment teams to source ideas for the fund.

To apply for this role, you must have the following skills & experience:

  • Equity analysis, preferably bottom-up fundamental stock picking and in Small & Mid-cap sector.  Highly proficient valuation and modelling skills (DCF modelling in particular).
  • Sector knowledge, with a perspective and appreciation of the financial drivers of value across different sectors.
  • Experience of handling meetings and questioning senior level company management teams.
  • Excellent academic qualifications, will be educated to at least honours degree level and ideally will have CFA.
  • Passion for investing and a desire to develop a career within fund management.
  • Strong analytical ability, initiative, independent thinker, highly numerate and computer literate.
  • Ability to communicate clearly and succinctly in both written and oral form; ability to cope with robust debate and challenge to investment theses.
  • Ability to work to deadlines and produce consistent results, in line with team objectives. Good organisational and time management skills.
  • Good team player; adaptable and flexible. Able to work within a small team

This is a great opportunity for a skilled investment professional who wishes to progress their career as part of a highly experienced and highly regarded team.

Please note that, due to the volume of applications, only successful applicants can be contacted.

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