Senior Equity Analyst

Meraki Talent
London, United Kingdom
Feb 19, 2019
Feb 27, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time


The role reports directly into the Head of Investment Management and will be responsible for researching, screening and selecting global equities securities.  The position will mentor a junior Analyst and in time it is expecting this individual will manage the Equities team as AUM grows.




Responsibilities of the Senior Equity Analyst:


  • Research and analyse companies, conducting detailed due diligence for buy and sell recommendations, as well as updates
  • Build financial models that can facilitate scenario analyses
  • Regularly prepare and deliver investment research to the Investment Management team and Client Relationship Management teams (in writing and verbally via presentations)
  • Produce and present regular performance reports and develop quarterly performance reviews and statements for presentation to management and/or external clients (in writing and verbally via presentations)
  • Maintain up-to-date, comprehensive knowledge of all factors affecting sectors and companies under coverage, including changes in market dynamics with the ability to comprehensively detail impacts, benefits, downside/upside risks, and related views
  • Organise and conduct company meetings/conference calls as part of due diligence
  • Maintain up-to-date models on the companies that form part of client portfolios
  • Proactively share market knowledge with junior analysts and support them in their development providing a sounding board and expert guidance
  • Participate in team meetings to detail/share information and discuss portfolio-related investment decisions (across asset classes)
  • Contribute to asset allocation discussions and generate innovative ideas
  • Attend relevant meetings with clients/prospective clients to support sales & marketing initiatives



Background of the Senior Equity Analyst:


  • University degree, preferably in business or related field
  • CFA or equivalent qualification preferred
  • Demonstrable in-depth experience and understanding within the professional investment environment, preferably in global equities
  • Ability to analyse business models with a long-term mindset



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