Stephenson Executive Search
Investment Analyst

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Investment Analyst
Private Investment Office, London
I am working with a successful entrepreneur who is in the process of building a private investment office in London, Hong Kong, and Shanghai.
They are looking to hire 2 investment analysts that specialise in US equities. The analysts will join the office in London and work directly with the founder to research companies, form investment views, and support capital-allocation decisions.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Own fundamental research
- Reach and communicate decision-ready investment recommendations
- Go beyond desk research to test investment thesis
- Test market consensus with detailed evidence
- Track portfolio companies
- Build a repeatable investment process


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Experience
- 4-8 years experience in public-equity research or investing
- Direct experience of analysing US listed companies
- Well-developed and repeatable research approach
- Strong fundamental financial modelling
- Demonstrated experience engaging with management teams, customers, suppliers, and industry experts
- Experience/interest in AI and pharmaceutical companies
- Either completed or working towards CFA
- Bi-lingual - Mandarin/English
- Direct buy-side experience, useful but not essential
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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