UK Equity Analyst

1 month ago


United Kingdom Coloma Wealth Management Llp Full time

SUMMARY: The role involves analysing and assisting with the selection of UK equities for client wealth management portfolios. 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. Coloma Wealth Management is a firm of 15 City based advisers.

 

JOB DESCRIPTION:

OVERVIEW

● It is a part time role that is currently seven days per month. The salary is GBP 80k pro rata which equates to GBP 27k per annum

● The role involves working closely with the portfolio manager on researching and constructing client growth and income portfolios for retail clients

● 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

● It would suit either an analyst or someone with previous equity fund management experience

For more information please see

 

DETAILED JOB DESCRIPTION

The successful candidate will be required to:-

● Analyse and comment on the results of UK portfolio companies

● Write and update investment thesis of portfolio companies

● Set and update price targets for portfolio companies

● Research companies for a watch list

● Read and critique debt and fund research

● Read and critique investment outlooks and other ad hoc research

 

About Coloma Wealth Management

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. Most of our clients are based in London & the Home Counties.

• Our new business comes from different sources; 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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