Buy-side Equity Analyst – Financials

We are working with a highly regarded global long-only investment manager to source an Equity Analyst to support Senior Analysts and Portfolio Managers. Based in their London office, the successful candidate will play a key role in delivering high-quality investment research and maintaining deep insight into portfolio companies and opportunities with a focus on the financials sector.

The firm has a long standing reputation for delivering top quartile returns and is widely seen as one of the best in their peer group.

Key Responsibilities

• Supports Senior Analysts and Portfolio Managers through industry and security research, idea generation, stock screening, comp sheets, and alternative data analysis.
• Designs and iterates AI-enabled research workflows, including prompt libraries, retrieval systems, and automation tools, to improve research efficiency and free up time for investment judgment and synthesis.
• Builds and maintains financial models, develops forecasting assumptions, and evaluates companies using DCF, ratio analysis, and other valuation methodologies.
• Participates in earnings calls and company meetings, synthesizing information to support investment decisions.
• Produces written company and industry research and contributes to investment presentations.

Requirements

• Around 2-4 years’ experience in buy or sell-side equity research, investment banking or private equity (we would be very interested in candidates from FIG IB)
• Experience of covering the financials sector (ideally banks)
• Strong financial modelling, accounting, and valuation skills, with a desire to produce deep dive research
• Demonstrated interest in equity markets and value investing
• Excellent analytical and communication skills
• Experience with data platforms (e.g. Bloomberg, FactSet)
• Progress towards CFA is advantageous but not a pre-requisite
• Proactive, intellectually curious, and interested in AI-driven research tools
• Already based in London/UK

Why Join

• Direct mentorship from experienced investors in an apprenticeship-style environment
• Exposure to global markets and high-conviction investing
• Opportunity to develop into an independent investor over time

…