Investment Funds Research Analyst

London, United Kingdom
Competitive Salary + Bonus
Jun 16, 2019
Jul 16, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Purpose of the Role:

We are seeking an analyst with up to 3 years' experience in finance or accounting to join our highly rated Alternative Investment Funds team. This role will involve drafting research reports and modelling to maintain and broaden stock coverage across a range of alternative asset classes. The role offers the potential to develop own coverage and client contact.

This is an excellent opportunity for a bright, enthusiastic and driven individual to progress to writing their own research with guidance and mentoring from the senior analyst. A relevant professional qualification (CFA preferred) is highly desirable and you must demonstrate a passion for alternative investments.

Reporting to:

Senior Analyst

Key Responsibilities:
  • Support senior analyst, assisting with preparation of Equity Research notes
  • Sector and stock coverage
  • Financial modelling and data collection
  • Screening alternatives universe for investment themes and ideas
  • Meeting with management teams of companies under coverage
  • Assisting the wider team with marketing and corporate access requirements

Key Relationships:

Internal: across sales, trading, research and investment banking

External: Investors and management teams

Employment Terms:
  • Full-time, permanent contract (following 3 month probation)
  • 45 hours per week (7am - 5pm)
  • Competitive salary plus annual discretionary bonuses
  • 25 days holiday, increasing to 30 after each full year of service
  • Comprehensive medical, life and critical illness insurance
  • Subsidised gym membership
  • Contributory pension scheme

Skills, Attributes & Credentials:

  • Clear understanding of the role and interest in alternative investments
  • Fully competent with Office Suite (advanced Excel)
  • Financial modelling knowledge
  • Up to 3 years financial experience
  • Flexible approach to tasks and workload
  • Well- organised, detail- oriented and strong communication skills
  • High degree of integrity


CFA qualification, or studying towards this qualification

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