Senior Equity Analyst – Public Equities (London)

We are working with a leading, long‑term public‑equities investment business seeking an experienced Senior Equity Analyst (c.15 years’ experience) to join a high‑conviction research team based in London.

The firm manages concentrated, fundamentally driven equity portfolios for institutional and wealth clients. The successful candidate will play a key role in idea generation, portfolio construction support, and the development of junior investment talent.

Key responsibilities

• Lead deep fundamental research on a defined coverage universe, producing clear, decision‑ready investment cases.
• Drive idea generation and contribute meaningfully to portfolio construction and risk discussion.
• Take a leadership role within the research team, including mentoring and developing junior analysts.
• Engage actively with portfolio managers to challenge and refine investment theses.
• Monitor existing holdings, update valuation work, and recommend position sizing and exits as conditions evolve.
• Contribute to internal investment debates and periodic strategy reviews.

Candidate profile

• Approximately 12–18 years’ experience in public‑equities investing, ideally within high‑conviction, bottom‑up strategies (e.g. quality‑growth, value/contrarian, or concentrated long‑only / hedge funds).
• Strong track record of generating successful investment ideas and influencing portfolio outcomes.
• Genuine passion for company analysis, with robust skills in financial modelling, valuation, and competitive‑dynamics assessment.
• Clear, concise communicator, able to articulate complex ideas to portfolio managers and non‑specialist stakeholders.
• Comfortable taking ownership, challenging consensus, and operating in a collaborative, intellectually rigorous culture.

Experience mentoring junior investors or contributing to team development is strongly preferred.

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