Equity Analyst (12 Month Fixed Term Contract)

Purpose of the Job

Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across over 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

This position is responsible for overseeing and managing equity strategies with a focus on the UK and AIM markets, as well as providing both bottom-up and top-down research, equity solutions (including model portfolios), also leveraging third-party research, and contribute to the oversight and management of the Group Investment Universe (GIU).

Key Accountabilities

1.Investment strategy & communication:
Stay informed about market trends, economic indicators and geopolitical events that may impact equity markets. Act as subject matter expert on equities, in particular UK related, by communicating to our stakeholders and other research teams our market views and/or events.

2.Equity research & solutions:
Ongoing management of UK and AIM model portfolios, managing risk levels and exposure in line with the targeted risk budget, investment philosophy, investment guidelines and benchmark.
Carrying out fundamental analyses of stocks in order to be able to critically question broker research ratings on these stocks.
Build equity recommendation to allow Investment Specialists and Portfolio Managers to build bespoke equity portfolios.

3.Management of Group Investment Universe:
Contribute to the definition and maintenance of the equity Group Investment Universe which is a list of equities (defined by their ISINs) considered as the scope of investable equities for clients. It includes the definition of distribution target market strategy.

4.Risk management and compliance:
Act as “first line of defence” managing risks and promoting Quintet’s risk culture

Knowledge and Experience

Master degree in Finance or Economics preferred. 
Extensive knowledge of financial markets, in particular equities with a focus on the UK, including sustainable investing.
Extensive investment experience in equity research or asset management, including UK equities.
Experience in equity analysis, portfolio management, risk management and valuation/modelling techniques.

Attributes and Qualities

Strong sense of collaboration with other stakeholders and functional partners across our European footprint. Influencing and negotiation skills. Working proactively and with a flexible approach to changing priorities.
Takes a solution oriented approach and challenges the way we do things: “see it, say it, fix it”.
Excellent written communication and drafting skills, including presentations adapted to a diversified audience (Senior Management, Investment Committees, CIOs and Client Advisors).
Excellent oral communication skills, including the ability to convince and negotiate.

Languages Skills

Fluent in English, additional European language advantageous