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European Equity Research Associate

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Wellington Management

1mo ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Research & Development
    Banking & Finance
  • London
  • Quick Apply

AI generated summary

  • You should have investment acumen, collaboration skills, a growth mindset, strong analytical abilities, integrity, and relevant experience (+2-5 years). European language skills are a plus.
  • You will conduct independent research, generate investment ideas, analyze multiple industries, build financial models, and collaborate closely with your team to support client strategies.

Requirements

  • Investment acumen and passion – the Research Associate will have a passion for, and understanding of, the European and broader equity markets, combined with a well-articulated process for researching and evaluating companies. The ability to identify mispricing and valuation discrepancies, make investment recommendations, and communicate their findings to the Portfolio Manager is required. The ideal candidate will be curious and passionate about markets, with an ability to work independently, and to undertake company and industry research with the objective of generating successful investment ideas for client portfolios. In addition, they must exhibit a fundamental, research oriented, bottom-up approach, and be able to consistently implement ideas through an analytical framework.
  • Strong collaboration and influencing skills – the successful candidate will be energised by being an individual contributor within a collaborative team, and will embrace the benefits of overlapping lines of company coverage and idea generation across the firm. The Research Associate will build strong trusting relationships internally with colleagues, and externally with company management teams. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes, a desire to learn from others, and recognition of the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction, and to contribute to an open investment dialogue, is important.
  • Team building and integrity – the ideal candidate will have a demonstrated track record of effective teamwork. A strong work ethic and curious mindset will be greatly valued.
  • Growth mindset – the flexibility and openness to continue learning, evolving and growing as an investor is required. The Research Associate will bring a broad perspective and flexible investment mindset, allowing them to identify value creation opportunities across the full market cap spectrum of listed European companies.
  • Strong academic credentials. A professional qualification (e.g. CFA), or progress towards one, is preferred.
  • 2-5 years of relevant financial analysis experience, gained within Buy or Sell side equity or credit research, Private Equity or Private Debt, with a commensurate level of understanding of company financial statements.
  • Self-awareness, self-confidence, and the humility to admit and learn from ‘being wrong’.
  • The highest level of integrity, ethical standards, and intellectual honesty.
  • Strong work ethic, curious mindset, and attention to detail.
  • Strong interpersonal skills.
  • European language skills are strongly preferred.

Responsibilities

  • Independently conduct proprietary research based on data gathered from company filings, host company management meetings, and utilize additional independent research sources to build conviction;
  • Develop unique research insights to arrive at well supported investment conclusions for inclusion in various client investment strategies;
  • Generate successful long and short investment ideas, and provide constant monitoring of existing positions;
  • Cover multiple industries, and analyse stocks across the full market cap spectrum;
  • Build multi-year financial models to determine appropriate valuations under various scenarios;
  • Work as part of a small, highly collaborative team, sharing ideas and offering feedback.

FAQs

What is the location of the Research Associate position?

The position is based in London.

What type of assets does the team manage?

The team manages pan-European assets.

What is the primary focus of the Research Associate role?

The primary focus is on analyzing stocks across countries and industries, conducting in-depth company and industry analysis, and generating investment ideas.

What qualifications are preferred for this role?

Strong academic credentials and progress towards a professional qualification (e.g., CFA) are preferred.

How many years of relevant financial analysis experience are required?

The role requires 2-5 years of relevant financial analysis experience.

What qualities are sought in a candidate for this position?

The ideal candidate should exhibit investment acumen, strong collaboration skills, integrity, a growth mindset, and the ability to communicate clearly and persuasively.

Is proficiency in European languages required for the role?

European language skills are strongly preferred but not explicitly required.

What type of research will the Research Associate conduct?

The associate will conduct proprietary research based on company filings, management meetings, and additional independent research sources.

Can candidates who do not meet 100% of the qualifications still apply?

Yes, candidates who believe they could excel in this role are encouraged to apply, even if they do not meet all qualifications.

What is the work schedule regarding in-office and remote work?

Employees work from the office four days a week with flexibility to work remotely one day a week.

How does Wellington Management view diversity in the workplace?

Wellington Management is dedicated to building and maintaining a diversified workforce and encourages a broad array of candidates with various skills and backgrounds.

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Wellington Management

Trusted adviser to investors worldwide

Venture Capital & Private Equity
Industry
1001-5000
Employees
1933
Founded Year

Mission & Purpose

Wellington Management is a global investment management firm that provides a range of investment solutions to institutional clients, including pension funds, endowments, foundations, and other financial institutions. The company offers a diverse set of investment strategies, including equity, fixed income, multi-asset, and alternative investments, with the aim of generating long-term value for their clients. Wellington Management's ultimate mission is to help their clients achieve their financial goals by delivering strong investment performance and providing top-notch investment expertise and solutions. Their purpose is to be a trusted and reliable partner to their clients, offering tailored investment strategies and insights that navigate the complexities of the global financial markets and contribute to the success and growth of their clients' portfolios. Through a combination of research, analysis, and active investment management, Wellington Management aims to deliver superior results and uphold their reputation as a leading investment management firm.

Benefits

  • Health and wellness

    In addition to comprehensive and competitive health coverage for you and your dependents, we offer a variety of wellness programs.

  • Work/life balance

    We offer a range of programs designed to support you and your loved ones through life’s various stages and situations.

  • Financial future

    We aim to help make your future more financially secure by helping you pursue your retirement goals and offering life and other insurance plans.

  • Development

    Because we value continuing education as part of your professional growth, we support pursuits such as the CFA® and other degree programs.