Diversified Financials Analyst
2 weeks ago
Location: London
Estimated Salary: £60,000 - £80,000 per annum
Job OverviewWe are looking for a highly skilled Diversified Financials Analyst to join our team. As an Equity Research Analyst, you will be responsible for generating and presenting high conviction ideas to Portfolio Managers and maintaining coverage of companies in the Diversified Financials sector.
The successful candidate will have excellent analytical skills and be able to build detailed financial models, analyse financial performance, returns on capital and valuation, and produce written research notes on stocks under coverage.
You will work closely with the investment team to present investment recommendations to Portfolio Managers for inclusion in portfolios, monitor existing holdings and contribute to the portfolio management of the sector across a number of portfolios, and update the wider investment team on recent events or results in the sector.
This role also involves leading meetings with management, including site visits and ESG engagements, and assisting with client meetings and investment reports, including presenting sector themes and individual stock ideas.
Responsibilities- Develop and maintain a thorough understanding of the sector and the companies within it on an operational and financial level
- Build detailed financial models, analysing financial performance, returns on capital and valuation
- Produce written research notes on stocks under coverage
- Presentation of investment recommendations to Portfolio Managers for inclusion in portfolios
- Monitoring existing holdings and contributing to the portfolio management of the sector across a number of portfolios
- Update the wider investment team on recent events or results in the sector
- Leading meetings with management, including site visits and ESG engagements
- Assisting with client meetings and investment reports, including presenting sector themes and individual stock ideas
- 5-10 years' relevant experience analysing companies in the financial sector on the buy-side or sell-side
- Excellent academic background
- CFA Charterholder or working towards qualification
- Genuine passion for investing
- Self-awareness and the humility to admit and learn from mistakes
- Team player
Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
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