Equity Analyst

  • £40-50k, dependent upon experience
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Credo Capital plc
  • 13 Aug 18 2018-08-13

Credo Wealth are currently looking for an equity analyst to join their investment team. Credo Wealth is an independently owned, private client wealth management group established in 1998 which has grown into a multi-national business with offices in London, Geneva and South Africa. The group has assets under administration in excess of £3bn and employs over 90 staff.

We are a small team, with a flat structure, meaning that you will have daily interactions with Portfolio Managers and will take responsibility for your own investment recommendations. All of our analysts are generalists and we invest globally giving the opportunity to gain experience in analysing multiple sectors and geographies.

The ideal candidate will:

1) Have 1-3 years experience as a buy-side analyst

2) Be able to produce a full financial model for a company

3) Be able to identify key factors affecting company and industry and develop and communicate opinions on how these will affect the prospects for the business going forward

4) Have a good understanding of financial theory

Key responsibilities will include:

1) Independent assessment of potential investment opportunities including building company models and writing research reports.

2) Continuous monitoring of existing portfolio positions and recommending changes as and when appropriate.

3) Presenting to and participating in investment team meetings.

4) Assisting in aspects of client service pertaining to equity investments including contributing to periodic newsletters of the firm, reports on performance and overall communication to relationship managers.

5) Taking co-responsibility for certain administrative tasks related to the research and portfolio management function