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Junior Equity Analyst

Employer
Blue Whale Capital
Location
London (Central), London (Greater) (GB)
Salary
Competitive
Closing date
Jan 20, 2021

View more

Job Function
Equities Research: Buy Side
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Job Details

Blue Whale Capital was launched in 2016 by Peter Hargreaves and Stephen Yiu.  The firm currently manages more than £700m in global equities, with the flagship LF Blue Whale Growth Fund delivering top tier performance since inception.

Due to rapid growth in AUM Blue Whale is now looking to hire a generalist Junior Equity Analyst to work closely with the portfolio managers and senior analysts in researching investment ideas across the global equity universe.

Main duties of the role

  • Supporting lead analysts in all aspects of researching selected equities (reviewing annual reports, constructing financial models, interviewing management etc.).
  • Creating and defending investment ideas.
  • Monitoring existing portfolio investments.
  • Contributing to the investment debate amongst the team.

Candidate Profile

  • 1-3 years of relevant experience (e.g. sell-side, buy-side, private equity, venture capital or M&A).
  • Passion for investment.
  • Strong commitment to learn and develop as an equity analyst.
  • CFA or ACA preferred, programming skills a plus.

Company

Blue Whale is a boutique Asset Management firm based in London backed by retail investment mogul Peter Hargreaves.

The flagship LF Blue Whale Growth Fund, the first fund launched by the firm, aims to achieve long-term capital growth above the market index by investing in high-quality companies at attractive valuations from around the world.

The Fund Managers, led by ex-Artemis star Stephen Yiu, perform rigorous fundamental analysis on each investment and invest with conviction in their best 25 - 35 ideas. 

Our Global approach means we can look into every corner of the World for opportunities, unconstrained by geography. We only select 25 - 35 stocks at a time, which allows us to invest only in what our research and analysis identify as the best companies of the moment. There are a lot of stocks out there, so it is important we focus only on the best possible companies available.

Our investment team comprises five highly experienced professionals who company-wide focus solely on a universe of less than 100 high-quality companies. This enables each member of the team to spend significant time analysing each potential investment.

It is for this reason we believe our understanding of our investee companies is second to none. What is more, all our research is our own. This means we generate our own understanding of each company based on proprietary research, raising conviction in our conclusions and allowing us to make better informed investment decisions.

 

Company info
Telephone
03453 073 439
Location
Level 5 Blue Whale Capital
22-23 Old Burlington Road
London
London
W1S 2JJ
GB

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