Equity Analyst

2 weeks ago


United Kingdom Coloma Wealth Management Llp Full time

It requires a minimum of 10 years equity experience and good Excel skills. It is a part time role and would suit either an analyst or someone with previous equity fund management experience. It is a part time role that is currently seven days per month. It requires a minimum of 10 years experience analysing UK equities as well as good Excel skills; an investment qualification such as the CFA is preferred
●The business operates under the umbrella of Coloma Wealth Management which is a firm of 15 City based financial advisers
● Write and update investment thesis of portfolio companies
● Read and critique investment outlooks and other ad hoc research
 
We are a small Independent Financial Advisory firm in the City of London, located close to Bank
We advise a range of clients from individuals requiring a mortgage and protection for their dependents to high net worth clients with large investment & pension portfolios. We arrange long term investment and pension portfolios for our clients
• We provide advice across protection, pensions, investment, mortgages and business needs. a lot of it comes from existing clients who give us repeat business or refer their family and friends to us
 
 



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