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Senior Investment Analyst | Portfolio Manager Track
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Senior Investment Analyst | Portfolio Manager Track
Senior Investment Analyst – Global Equities Team
An established global investment manager is seeking to appoint a Senior Investment Analyst to join a distinguished global equities team with a long-term investment philosophy, collaborative culture, and a clear progression pathway to Portfolio Management.
About the Role
The successful candidate will collaborate with experienced Portfolio Managers and researchers, contributing directly to investment decisions and shaping an evolving investment process.
This is not a traditional quantitative research role—rather, it requires investor-driven fundamental equity expertise, combined with the ability to apply quantitative tools to enhance decision-making. The focus is on stock selection, portfolio construction, and risk management, blending qualitative insights with data-driven techniques.
The team integrates fundamental research with modern quantitative approaches, using data to improve consistency, uncover opportunities, and reframe portfolio risks.
Key Responsibilities
- Generate and analyse fundamental investment ideas across global equities
- Conduct in-depth company and industry research to form and refine investment views
- Apply quantitative techniques (e.g., risk models, multi-factor analysis) to refine stock selection and portfolio construction
- Utilise risk models and analytical tools to assess portfolio exposures and измерить investment outcomes
- Collaborate closely with Portfolio Managers on new investment signals and research improvements
- Present findings and participate confidently in investment discussions
- Drive the evolution of the team’s investment framework, shaping methodologies and best practices
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About You: Requirements & Skills
Essential Experience
✔ A proven track record in fundamental global equity investing ✔ Direct experience in:
- Generating and validating investment ideas
- Analysing company fundamentals and industry dynamics
- Understanding portfolio construction and managing investment risk ✔ Practical experience with quantitative investment tools, including:
- Risk modelling
- Multi-factor models
- Portfolio optimisation techniques
- Equity screening platforms
Desired Traits
✔ An investor mindset—balancing conviction with intellectual curiosity ✔ Strong analytical rigour combined with pragmatic problem-solving ✔ Exceptional communication skills and the ability to challenge ideas constructively ✔ CFA qualification (or active progress towards it) as a significant advantage
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Progression Potential
This role is well-suited for a Senior Analyst preparing to advance into Portfolio Management, offering direct exposure to investment decision-making.
Why Join Us?
✅ Clear route to Portfolio Management within a collaborative, investor-first culture ✅ Work alongside experienced global equity specialists in a peer-driven environment ✅ Influence an established investment process, adapting it to modern challenges and opportunities ✅ Access to both deep fundamental research and cutting-edge quantitative techniques ✅ Join a global platform recognised for academic rigor, asset growth, and institutional integrity
Notes
We acknowledge a high volume of applications for this role. Responses will only be made to candidates whose profiles align closely with the criteria.
Equity in Recruitment: Commitment to fairness and equal opportunities is key at our firm. If you require any adjustments or accommodations during the application process, please notify us so we can meet your needs.
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