Equity Analyst

Employer
EFG Asset Management
Location
London (Central), London (Greater) (GB)
Salary
TBC
Posted
May 21, 2019
Closes
Jun 20, 2019
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Overview:

  • Fundamental equity research and analysis on individual stocks that supports all stock model portfolios and funds run from the EFGAM Equity Research team (Pan-European basis).
  • Producing and maintaining research analysis associated with stock selection process.
  • Communicating research and results.

Main Responsibilities:

Equity Analysis

  • Identify, analyse and articulate stock investment ideas using fundamental stock analysis focusing on European equities (continental Europe and UK).
  • Ideally coverage prior coverage experience of Energy and Communication Services. Coverage of other sectors will be an advantage
  • Participate in meetings and conference calls with company management and investor relations
  • Support analysis and understanding of stocks within the model portfolios run at EFGAM
  • Produce and maintain research notes and spreadsheet models associated with stock selection process, keeping abreast of company and market developments as required
  • Perform and write up other research as required, including analysis that supports other aspects of EFGAM process such as asset allocation or that may be of general interest
  • Attend relevant industry conferences

Communication

  • Communicate research and results to team members and the rest of EFG as appropriate
  • Provide analysis to portfolio managers, CROs and other relevant parts of EFG
  • Liaise with the sales and marketing department - providing stock selection marketing material
  • Liaise with Client Relationship Officers and provide information to them

Equity Team Support

  • Support the qualitative and quantitative processes and needs of the team
  • Prepare the monthly risk meeting reports
  • Use Factset and other IT tools to provide ad-hoc bespoke reports and update current reports/data downloads
  • Ensure data integrity across platforms

Required Knowledge, Skills and Experience:

  • Demonstrable experience covering UK and European stocks as a generalist (or at least 3+ sectors).
  • Proven track-record of value generating stock recommendations.
  • Depth of knowledge of accounting, finance, economic and the regulatory environment.
  • Financial modelling.
  • Passion for stock picking and investing.

Required Qualifications:

  • Degree in a relevant subject
  • Ideally CFA qualified but will also consider part qualified

Required Competencies:

  • Analytical thinking and decision making
  • Self-started, motivated, inquisitive and intellectually curious team-player
  • Effective written and oral communication

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