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Stonehage Fleming
Equity Research Analyst

Equity Research Analyst

On site

London, United kingdom

Full Time

16-04-2025

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Expired

Job Specifications

Description

OVERALL PURPOSE

This role reports to the Global Head of Equity Management, supports him within the Equity Management team and doing equity research. This role will require close and regular interaction with the wider Equity Management team. External interaction with custodians, companies Stonehage Fleming invest in (investor relations, senior management), potential service providers and Third-Party Brokers/Analysts.

Key Responsibilities

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

Undertake equity research projects by means of written in-depth, high quality company and industry research reports
Responsible for the research and recommendations of a smaller number of core universe companies
Assist the Global Head of Equity Management with macro-research data and other equity management research projects and tasks
Compiling consolidated portfolio data and maintain the fund fact sheet
Attend, participate and minute investment research meetings
Adhering to Investment Management and Group Compliance policies and procedures, undertaking appropriate regulatory training and dealing with potential breaches of compliance policies without delay
Assisting the Equity Management team with the running and maintenance of key data series, of ad-hoc tasks and marketing material as may be necessary
Write other ad-hoc research reports

Qualifications And Experience

Educated to degree level – preferably in a mathematical, business or science related discipline
CFA qualification a high preference
At least four years of previous experience of conducting in-depth analytic research
Good understanding and interpretation of company financials

Competencies, Skills And Behaviours

Advanced Excel skills
Excellent analytical and research skills
Excellent communication skills (written and verbal)
Methodical and meticulous – strong attention to detail
Committed to delivery, proactive and hardworking
Flexible – willing and able to work extra hours when required
Ability to work under pressure
Confidential and discrete
Open and honest personality

** No Agencies please - our policy is to fill vacancies directly through our internal Talent Acquisition team **

Education Level Degree or Equivalent

Experience Level Mid Level

About the Company

Stonehage Fleming is adviser to many of the world’s leading families and wealth creators. We help families manage and protect their wealth now and for future generations. To meet their needs we are able to draw on a rich array of in-house experience and expertise to manage and protect their wealth; we also work closely with families’ existing offices, advisers and our extensive network of professional firms. Our relationships with clients would typically include: - Helping define the purpose of the family wealth, its go... Know more