Logo of Huzzle

Equity Research Analyst

image

Schroders

Yesterday

  • Job
    Full-time
    Mid & Senior Level
  • Research & Development
    Banking & Finance
  • London

AI generated summary

  • You should have a numeric degree, equity market experience, knowledge of portfolio management, programming skills, equity factor modeling, and statistical techniques for data insights.
  • You will analyze data, support research projects, refine investment processes, manage data impact, present findings, and collaborate with various teams to enhance investment insights.

Requirements

  • Higher education degree level, preferably in a numeric field
  • Professional experience from equity markets
  • Knowledge of portfolio management and the asset management industry
  • Knowledge of any programming language is preferred
  • Knowledge of equity factors and modelling techniques
  • Knowledge of equity markets and fundamental company analysis
  • Knowledge of and ability to work with equity market data
  • Knowledge of statistical techniques to gain scalable insights from data

Responsibilities

  • Contribute to the ongoing development and progress of QEP investment process
  • Support the team on investment data, including research and interpretation to recommend investable insights.
  • Collaborate within the team and Schroders investment teams on value-add projects
  • Lead research projects under the guidance of senior members of the team to better reflect risks and opportunities in our investment process
  • Analyse a broad range of data, including structured and unstructured data, and translate it into investment insights by improving our assessment of valuation, business quality or sentiment for our investment universe
  • Work closely with researchers and portfolio managers to refine our existing investment and research processes in response to business and client needs
  • Manage and monitor investment data and its impact to our holdings, providing support to the rest of investment team including portfolio managers
  • Produce and present well considered research findings and proposals throughout a project and incorporate feedback from other team members
  • Build relationships and seek collaboration opportunities with other investment, distribution, product, trading and technology teams

FAQs

What is the role of an Equity Research Analyst at Schroders?

The Equity Research Analyst contributes to the ongoing development of the QEP investment process, supports investment data analysis to recommend insights, and collaborates with other investment teams on value-add projects.

What qualifications are required for this position?

Candidates should have a higher education degree, preferably in a numeric field, along with professional experience from equity markets and knowledge of portfolio management and the asset management industry.

Is knowledge of programming languages required for this job?

While knowledge of any programming language is preferred, it is not explicitly required.

What kind of data will the analyst work with?

The analyst will work with both structured and unstructured data to translate it into investment insights.

How does this role collaborate with other teams?

The Equity Research Analyst is expected to produce and present research findings, build relationships, and seek collaboration opportunities with various teams, including distribution, product, trading, and technology.

What are the key personal attributes needed for this role?

Ideal candidates should be effective communicators, able to work independently and within a team, possess strong problem-solving and analytical skills, and have a keen focus on personal development and continuous learning.

What responsibilities does the role holder have regarding reporting?

The role holder must ensure that their manager is informed of any material issues and provide an annual performance assessment against agreed objectives.

Is compliance with conduct rules required for this position?

Yes, the role holder must comply with the UK’s Senior Manager and Certification Regime conduct rules, which include acting with integrity and treating customers fairly.

What is the size and structure of the QEP Investment Team?

The QEP Investment Team consists of 28 members located in London, Sydney, Hong Kong, and New York, managing $27 billion across various global equity strategies.

Does Schroders promote diversity and inclusion in its hiring process?

Yes, Schroders is committed to diversity and inclusion and welcomes applicants regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.

Finance
Industry
5001-10,000
Employees
1804
Founded Year

Mission & Purpose

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £737.5 billion (€831.3 billion/$887.2 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,100+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.