Highclere Investors
Equity Research Analyst
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Equity Research Analyst
Investment Analyst – Global Smaller Companies (London-based)
About Highclere International Investors LLP Highclere International Investors LLP is an independent, employee-owned investment manager specialising in active global smaller companies investing (excluding the US). Established in 2006 and headquartered in London, the firm manages a single global strategy for institutional clients.
Currently undergoing a period of transition and renewal, Highclere is focused on rebuilding, growing, and expanding its business while staying true to its core philosophy of rigorous, fundamental, bottom-up investing.
About the Role
Highclere is looking to add an Investment Analyst to its investment team. The ideal candidate will:
- Take ownership of a defined area of coverage and become the internal expert on assigned companies.
- Contribute to idea generation, company research, investment debates, and portfolio decision-making.
- Work in-office in London (5 days per week) with occasional travel to Europe and Asia for primary research and management meetings.
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Key Responsibilities
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Coverage & Research
- Own a specified sector/region and source, research, and monitor investment opportunities.
- Screen a 6,000+ company universe to identify attractive investment candidates.
- Conduct business model analysis via primary research, assessing sustainable profitability and long-term value creation.
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Company Engagement & Financial Analysis
- Meet with management teams to gather insights.
- Develop, articulate, and defend investment views on business quality, growth prospects, and valuation.
- Write concise, well-argued research notes for the team.
- Build financial models to analyse historical performance, key drivers, and future forecasts.
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Valuation & Portfolio Action
- Evaluate valuation to determine investment timing and opportunities.
- Participate in portfolio discussions, including position sizing and buy/sell decisions.
Requirements
The candidate must excel in:
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- Experience:
- At least two years’ experience in investment research (preferred).
- Mindset & Attitude:
- Strong curiosity about how businesses operate and what differentiates strong from weak companies.
- First-principles approach—question assumptions, test evidence, and build an independent view.
- Critical thinking and sound investment judgement.
- Clear communication (written and verbal).
- Confidence to defend views while retaining humility to adapt when evidence evolves.
- Comfort with ambiguity and making decisions with limited information.
- Technical Skills:
- Strong accounting and financial statement understanding.
- Advanced Excel proficiency (critical).
- Familiarity with financial databases and research tools (advantageous).
- Desirables:
- Progress toward or completion of a relevant professional qualification (e.g., CFA).
- Passion for contributing to a small, high-ambition team during a pivotal firm phase.
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