Small & Mid-Cap Equity Analyst- Boutique Long Only – London
Octavius Finance is working with a specialist investment firm seeking to appoint an Investment Analyst to join its growing investment team.
The firm has a fundamental, bottom-up investment approach, with a focus on identifying high-quality smaller companies across international markets. The investment team operates in a highly research-driven environment, with a strong emphasis on understanding businesses in depth and generating differentiated investment ideas.
The successful candidate will join the team at an exciting stage of its development, with the opportunity to take meaningful ownership of research and contribute directly to the investment process.
The Role
The successful candidate will take responsibility for a defined area of coverage, developing deep expertise across a portfolio of companies and contributing to the firm's broader investment views.
Responsibilities will include:
Screening a broad universe of international smaller companies to identify attractive investment opportunities
Conducting detailed fundamental research into companies, industries and business models
Undertaking primary research to understand the key drivers of long-term value creation
Meeting company management teams and other industry participants
Developing and presenting differentiated investment views around business quality, growth prospects and valuation
Building and maintaining detailed financial models
Producing high-quality written investment research
Monitoring existing investments and updating investment theses as new information emerges
Contributing to investment discussions and portfolio decision-making
Travelling internationally as required to conduct company and industry research
Role Requirements
2-4 years' relevant experience in equity research, with buy-side experience strongly preferred.
A strong interest in understanding businesses and identifying the characteristics that drive sustainable competitive advantage
Strong analytical and critical-thinking skills
The ability to form, articulate and defend clear investment views
A strong understanding of accounting, financial statements and valuation
Excellent written and verbal communication skills
Strong Excel and financial modelling capabilities
Experience using financial databases and research tools is advantageous
The CFA, whilst not strictly required, would be highly advantageous
To learn more about this opportunity, please send your CV to fundmanagement@octaviusfinance.com