Equity Investment Analyst & Portfolio Manager
Core
Conduct fundamental equity research and support portfolio management activities for a €15bn Global Equities & Quant Solutions Team.
Role type
Equity Investment Analyst & Portfolio Manager
Builds
Investment ideas, market updates, and portfolio construction aligned with risk guidelines.
Domain
Asset Management / Equity Research
Required skills
Equity valuation, fundamental analysis, financial statement analysis, portfolio management, trade execution, risk monitoring, performance analysis, investment presentation
Preferred skills
Portfolio management experience, ESG awareness, Python, CFA charter
Technologies
Bloomberg, Aladdin, Excel
Responsibilities
Conduct fundamental equity research across sectors and regions; Analyze financial statements, business models, competitive positioning, industry trends, and management quality; Generate and present investment ideas and market updates to portfolio managers; Monitor portfolio holdings, earnings releases, corporate actions, and macroeconomic developments; Support portfolio management activities, including trade execution, rebalancing, risk monitoring, and performance analysis; Contribute to portfolio construction in line with investment objectives and risk guidelines; Develop analytical tools and research databases; Prepare investment presentations, portfolio reviews, and market commentaries for internal and external stakeholders.
Seniority
Mid-level (3-5 years experience)