Equity Analyst

Duties & Responsibilities:

  • Identify, analyse and articulate stock investment ideas using fundamental stock analysis focusing on European equities (continental Europe and UK)
  • Lead 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

Required knowledge, skills and experience:

  • Demonstrable experience covering UK and European stocks as a generalist (or at least 3+ sectors), with buy-side experience preferable
  • Proven track-record of value generating stock recommendations
  • Depth of knowledge of accounting, finance, economic and the regulatory environment
  • Demonstrable experience of 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
  • Well-organised, detailed-oriented, highly productive individual; able to multi-task and keep track of various deadlines
  • Demonstrated ability to express and articulate ideas and thought processes in both verbal and written form