Global Equity Analyst, Thematic Strategy

Octavius Finance is partnering with a highly regarded boutique asset manager to identify a Global Equity Analyst to join an established and successful income-focused investment strategy.

The strategy invests across global equity markets , with a broad remit spanning the US, Europe, UK and Emerging Markets . The investment team takes a genuinely generalist, fundamental approach , combining bottom-up company analysis with thematic research to identify attractive long-term investment opportunities.

This is an excellent opportunity for a high-quality buy-side equity analyst to join a lean investment platform, work closely with experienced portfolio managers and contribute meaningfully to the investment process. The role offers excellent career progression, with the successful candidate being offered a clearly defined pathway to money-management.

• Conduct fundamental research across a broad range of global companies and sectors.
• Undertake thematic research , assessing structural trends and their implications for companies and industries.
• Identify attractive investment opportunities across the US, Europe, UK and Emerging Markets .
• Build detailed financial models and undertake valuation and company analysis.
• Contribute to stock selection and the wider portfolio construction process.
• Develop and present investment ideas to the investment team.

Our client is seeking an ambitious and intellectually curious equity investor with 3-8 years of experience and a strong track record of fundamental research.

• Buy-side equity investment experience within either a traditional asset manager / long-only environment or a long/short equity hedge fund .
• A broad, generalist investment background , rather than highly specialised sector coverage.
• Experience analysing companies across multiple sectors and, ideally, multiple geographies.
• Strong fundamental research, financial modelling and valuation skills.
• A genuine interest in global equity markets and the ability to develop differentiated investment views.
• Excellent written and verbal communication skills.
• A collaborative, entrepreneurial approach and the ability to operate effectively within a lean investment team.
• Candidates with experience conducting thematic or thematic-driven equity research are particularly encouraged to apply.