Overview
In this role you will lead sector-focused equity research, producing thematic studies and presenting insights to clients. You’ll market sector group work, collaborate with Sales to build a client franchise, and support data-driven ideas through models and datasets. You’ll manage earnings flow, news and model updates, and engage with investor relations teams to deepen relationships. This role combines rigorous analysis with client-facing activities in a global, values-driven firm.
Responsibilities
- Lead coverage on sector stocks and author thematic research
- Promote the sector team’s work to clients
- Deliver and lead client presentations on covered stocks
- Collaborate with the Sales team to disseminate research and grow client franchise
- Create, maintain and update industry models
- Collect and analyse new data to support ideas/reports with the team
- Manage earnings results flow, news flow and model updates
- Distribute news comments via email and Bloomberg
- Respond to client requests for data/information
- Attend client/company meetings and industry conferences
- Build relationships with investor relations teams and sector experts
Key requirements
- Excellent spoken and written communication skills
- Strong Excel and analytical abilities
- Solid grasp of valuation metrics and value drivers
- Understanding of coding, specifically SQL and Python
- Experience in financial reporting, modelling, and company valuation
- Effective relationship-building skills and ability to engage with Salespeople/Sales Trading, including ad hoc presentations
- communication skills
- relationship building
- initiative
- Excel
- analytical skills
- valuation metrics
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