Equity Analyst – Global Financials

We are working with an established investment management firm, headquartered in London, who are seeking an experienced Global Financials Equity Analyst to join their long-only global equities team.

This is an opportunity to take ownership of sector research, generating differentiated investment ideas across global banking, insurance, and diversified financials.

Key Responsibilities

• Conduct in-depth fundamental research and financial modelling to identify compelling long-term investment opportunities.
• Develop differentiated investment recommendations and present findings to portfolio managers.
• Build and maintain complex financials models.
• Lead on specialist analysis of financial sector dynamics, regulation, valuation and emerging technologies.
• Contribute to portfolio construction, thematic research and stewardship activities.
• Explore the use of AI and alternative data to enhance investment research.

Candidate Requirements

• 7–10+ years’ equity research experience analysing banks, insurance and/or diversified financials companies on the buy side or sell side.
• Strong financial modelling, valuation and sector analysis capabilities.
• Proven ability to generate differentiated investment ideas and challenge consensus.
• Interest in thematic investing.
• Intellectual curiosity and ability to demonstrate differentiated thinking.
• Excellent communication skills and experience presenting investment recommendations.
• Proficiency in Bloomberg, FactSet or Capital IQ
• An interest in applying AI and technology to investment research.

This role will suit an intellectually curious investor with strong commercial judgement and a long-term mindset, seeking to influence investment decisions within a collaborative, research-led environment.

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