The role involves a mixture of relationship management and investment idea analysis. You will spend the majority of your time speaking to sell-side sales people about their best investment ideas in detail attempting to understand their thought process. The relationship management aspect of the role involves nurturing, developing, encouraging and motivating key contributors to insure they deliver a steady pipeline of good ideas. The analytical element of the role involves a thorough understanding of equity markets and the investment process, an ability to deal with all sectors, ability to critically assess the the pros and cons of trade ideas.
Excellent communication skills are a must for this role. You will be someone who prefers interacting with others than spending your time buried deep in balance sheet analysis. Conversely, you will also be the type of person who not only has strong analytical skills but is able to think fast on your feet, get to the essence of complex information, have the savvy required to make the difference between a bad, good and outstanding trade idea.
Experience with equity markets and a passion for investing are required as you must be capable of discussing market and stock theses in a critical manner with highly talented sales people. Using these discussions as a base, you will provide subjective assessment to both the local and global investment teams based on the synthesis of contributor dialogue, analysis of select investment ideas, quantitative performance attribution analysis, and market context.
It is essential that you are able to communicate effectively with both quantitatively-oriented and fundamentally driven portfolio managers, relate performance and behavioral patterns observed across the sales relationships, deliver critical feedback to our idea generators. Additional responsibilities will include maintaining information on participant and prospective brokers, processing investment ideas, performance analysis and report production, and daily ad hoc broker support.
You will have a minimum of three years of generalist stock picking experience gained whilst working as a buyside equity analyst, equity researcher or equity trader and will be able to demonstrate a high degree of familiarity and comfort with financial modeling, statistics, quantitative decision making. Degrees in finance, economics, psychology, or a quantitative field are preferred. Exposure to performance attribution analysis would be a plus, as would a CFA or progress towards one.
Applicants must demonstrate excellent verbal and written communication skills, attention to detail, discretion with sensitive information, and be comfortable working in a fast-paced environment. Strong Excel and MS Office skills and familiarity with Bloomberg are essential, as are good people skills.
If this position is of interest, please send your resume to apply.a33hoiutab@carltonseniorappointments.aptrack.co.uk
**PASSIVE CANDIDATES PLEASE NOTE** by sending your CV or responding to this advert, you are NOT committing to being represented to any client. We will always call you before your CV is sent anywhere. If this opportunity is not quite right for you, please call us; we do not advertise all of our roles so may be able to discuss other opportunities that closer match your skill set.
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