Head of Equity Research – Public Equities (London)
A leading, long‑term public‑equities investment business is seeking a Head of Equity Research to lead a high‑conviction research platform based in London. This is a senior leadership role with responsibility for setting the research agenda, developing investment talent, and partnering closely with portfolio managers on idea generation and portfolio construction.
Key responsibilities
- Set the overall research strategy and agenda for the equity platform, ensuring deep, differentiated fundamental insights across the firm’s core universes.
- Lead, manage, and develop a team of equity analysts and senior analysts, including recruitment, coaching, objective setting, and performance assessment.
- Work in close partnership with portfolio managers to originate, challenge, and refine investment ideas, and to ensure research outputs are directly linked to portfolio decisions and risk management.
- Oversee research standards, including modelling quality, valuation frameworks, documentation, and investment case communication.
- Champion a culture of rigorous debate, accountability, and long‑term thinking within the investment team.
- Contribute to broader business initiatives, including client communications, product development input, and representation at selected client or consultant meetings where appropriate.
Candidate profile
- Significant experience in public‑equities investing, with a strong track record in fundamental research and idea generation.
- Prior responsibility for leading or coordinating a research team, sector group, or investment pod, with demonstrable people‑leadership experience.
- Deep proficiency in fundamental company analysis, valuation techniques, and portfolio impact assessment.
- Strong communication skills, able to synthesise complex views and influence portfolio construction decisions.
- Evidence of building and developing investment talent, including mentoring senior and junior analysts.
- Comfortable operating in a high‑conviction, often concentrated investment environment (e.g. quality‑growth, value/contrarian, or long‑only / hedge fund settings).
Location
- London, with a primarily office‑based culture and reasonable flexibility.
Remuneration
- Senior, market‑competitive compensation package, including base salary, performance‑linked bonus, and participation in long‑term incentive arrangements aligned with team and firm outcomes.
- Comprehensive benefits package.