Equity Analyst
- Permanent
William Rose Associates are currently partnering with an established Investment Management Firm based in London, which is looking for an Equity Analyst to join the business.
ESSENTIAL SKILLS | Equity Analyst
- Minimum 2:1 degree or equivalent in any subject.
- ACA, CFA, MBA, or other professional qualifications preferred.
- Experience in market, financial, or valuation analysis is a plus.
- Strong commercial awareness and interest in investing.
- Self-motivated, organised, and intellectually curious.
- Interested in broader portfolio impacts.
- Client-focused with flexibility in research.
- Knowledge of Excel and financial modeling is a plus.
OVERVIEW | Equity Analyst
As part of the equity-focused teams, you will independently develop both quantitative and qualitative screens to identify undervalued sectors and companies. Your role will involve conducting in-depth research, such as reviewing company accounts, interviewing industry experts, and engaging with sell-side analysts to generate valuable insights. You will focus on detailed fundamental analysis of both small and large companies across global markets. Additionally, you'll be responsible for building and maintaining financial and valuation models for companies and industries. You will meet with company management to understand strategic plans and assess potential execution risks. By synthesising both quantitative data and qualitative insights, you'll be able to draw conclusions on market outlook, competitive positioning, and company valuation. Your findings will be communicated clearly and concisely to team members, ensuring that your recommendations are effectively presented to the Research Director (Fund Lead).
If you're passionate about equity research and ready to take on a dynamic and challenging role, we encourage you to apply.
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