AIM Research Analyst
Core
Conduct fundamental research on UK small-cap and AIM-listed companies, focusing on Business Relief qualifying investments and IHT planning portfolios.
Role type
Equity Research Analyst (Small Cap/AIM)
Builds
High-quality research notes, recommendations, and investment commentary for internal investment managers and advisers.
Domain
Wealth Management / Equity Research / UK Financial Markets
Required skills
Fundamental company analysis, valuation, financial statement analysis, competitive positioning assessment, management quality evaluation, risk analysis, written research communication, presentation skills, market monitoring, liquidity understanding
Preferred skills
AIM-listed business research experience, IHT-focused investment strategy knowledge, Business Relief expertise, webinar/presentation experience, CFA qualification
Technologies
Financial modeling tools, equity research platforms, presentation software
Responsibilities
Conduct fundamental research on UK small-cap and AIM-listed companies, Analyse company financials and business models, Meet company management teams and brokers, Produce clear research notes and recommendations, Monitor existing investments and market developments, Contribute ideas to the investment committee, Support colleagues with investment queries, Explain investment cases to specialist and non-specialist audiences, Present investment views through webinars and meetings
Seniority
Mid-level, hands-on IC