Investment Research Specialist

5 days ago


London, Greater London, United Kingdom Ameriprise Financial Full time
About the Role

We are seeking a highly skilled Equities Research Analyst to join our EMEA Equities Research Team, focusing on the Consumer Discretionary sector. This role involves working with the UK Equities and European Equities Portfolio Management desks to enhance our coverage of European markets.

Key Responsibilities
  1. Integrate relative value analysis and in-depth industry research into actionable recommendations.
  2. Conduct primary research on industry trends and specific companies, generating ideas to aid portfolio performance.
  3. Utilize effective communication to influence and share ideas with colleagues.
  4. Perform financial modeling of security, company, and industry information.
  5. Incorporate macroeconomic analysis into research recommendations.
  6. Interact with management from firms within the sector, attending company meetings and conferences as needed.
  7. Participate in team strategy discussions, including daily market meetings.
  8. Assist portfolio management teams in portfolio construction and risk management.
  9. Travel to European destinations as required for marketing and client meetings.
Requirements
  • Considerable and proven Consumer Discretionary experience in research for an Asset Management firm.
  • Sophisticated communication and relationship skills to influence and share ideas with Portfolio Managers and Analyst colleagues.
  • Quantitative and qualitative analytical skills, including proficiency with Excel and database management.
  • Able to build detailed earnings models and written reports to support stock rankings.
  • Diverse knowledge and experience of valuation methodologies.
  • Significant proficiency in financial modeling.


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