Address
Form of work
SalaryThe main purpose of the role is to generate and present high conviction ideas to Portfolio Managers and maintain coverage of companies in the Diversified Financials sector (Asset Managers, Wealth Managers, Exchanges, Listed PE, Platforms & FinTech etc.)
Responsibilities:
- Develop and maintain a thorough understanding of the sector and the companies within it on an operational and financial level
- Build detailed financial models, analysing financial performance, returns on capital and valuation
- Produce detailed written research notes on stocks under coverage
- Present investment recommendations to Portfolio Managers for inclusion in portfolios
- Monitor existing holdings and contribute to the portfolio management of the sector across a number of portfolios
- Update wider investment team on recent events or results in the sector
- Lead meetings with management, including site visits and ESG engagements
- Assist with client meetings and investment reports, including presenting sector themes and individual stock ideas
Candidate profile:
- 5-10 years’ relevant experience analysing companies in the financial sector on the buy-side or sell-side
- Excellent academic background
- CFA Charterholder or working towards qualification
- Genuine passion for investing
- Self-awareness and the humility to admit and learn from mistakes
- Team player
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
