Equity Analyst

EFG Asset Management
London (Central), London (Greater) (GB)
May 21, 2019
Jun 20, 2019
Industry Sector
Asset Management
Employment Type
Full Time


  • 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


  • 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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