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Global Sector Specialist
Global Sector Specialist – Communications Services Sector
Who We’re Looking For
A talented and courageous stock picker with:
- A solid understanding of fundamental research and financial modelling
- A passion for working in a team environment where constructive challenge and diversity of views are valued
Application Process
As part of your application, please submit a cover letter outlining:
- Your current sector exposure
- Your relevant background
Note: Experience working across the Communications Services sector, or a closely related industry such as digital advertising, media, or technology, is a prerequisite.
About Schroders
We’re a global investment manager helping institutions, intermediaries, and individuals achieve their financial goals. With 6,000+ employees across six continents, we’ve been shaping the future of investing since 1804—always adapting to societal and technological change, while remaining committed to helping clients and society prosper.
Our London HQ provides a flexible, client-centric space in the heart of the UK’s financial centre.
The Team
The Global and International Equities team manages ~$125bn (as of March 2026) through high-conviction portfolios, primarily driven by:
- Bottom-up stock selection across listed equities worldwide
- Sector-specific strategies
Investment Philosophy
Our success hinges on the belief that stocks delivering positive earnings surprises generate superior long-term returns. Key features include: ✔ In-depth fundamental research as the cornerstone of stock selection ✔ Identification of companies positioned to exceed earnings expectations (both short- and long-term) ✔ Multi-faceted fundamental risk assessment, focusing on operational, financial, and non-financial risks ✔ Structural thematic research—assessing how factors like demographics, disruptive innovation, and climate change impact company earnings beyond market recognition ✔ Portfolios bias towards growth and quality
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What You’ll Do
As a Global Sector Specialist for Communications Services, your responsibilities include:
- Serving as the primary source of idea generation for team portfolios through:
- Bottom-up stock selection rooted in proprietary fundamental research
- Collaborating closely with in-house analysts, organised regionally by sector and based market-close
- Conducting company attribute analysis relative to global sector dynamics to identify undervalued equities with:
- Confirmed forward earnings growth exceeding market expectations
- Leading stock recommendations in research meetings, where Portfolio Managers select the highest-conviction stocks for inclusion
Note: While Global Sector Specialists drive decision-making insights, final responsibility for portfolio recommendations rests with the Portfolio Managers.
Requirements
Critical Knowledge & Experience
- Thorough grounding in:
- Fundamental stock analysis
- Financial modelling
- Growth-oriented stock selection
- Intuition and rigor in stock-picking, with a keen eye for detail
- A proven track record of alpha generation
Helpful Assets
- Industry exposure: Experience analysing stocks within the Communications Services sector
- In-depth understanding of earnings drivers across the sector and related industries (e.g., advertising, media, tech)
- Knowledge of equity markets and navigating varying market environments
- Professional qualifications such as:
- Chartered Financial Analyst (CFA)
- Accountancy certifications or equivalent
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Key Traits We Value
- A strong team player, comfortable in challenging, debate-driven environments
- Excellent communication and advocacy skills, enabling you to:
- Justify stock recommendations or counter-arguments persuasively
- Adaptability and innovation; willing to embrace change and redefine how work gets done
We Recognise Potential, Whoever You Are
Our mission is to deliver exceptional investment performance via active management. Diversity of thought, through an inclusive culture, empowers us to make better decisions—aligning with our strategic commitment to equality and inclusion.
Here are the principles that guide us:
- Our diversity extends beyond surface-level characteristics. We value innovative perspectives, resonance across cultures, and apportion first-class service to diverse client audiences.
- As an equal opportunities employer, we ensure no eligible candidate is excluded due to age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or other protected characteristics.
This is your opportunity to shape the future of investing.
// Schroders’ all-inclusive ethos extends to a society that prospers through cohesive investment and action.
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