Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

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Senior Equity Analyst
London, UK

Purpose of the Role   

Responsibility for stock screening, research and selection of global equity securities.

Reporting to

Richard Gray, Head of Investment Management

Key responsibilities

  • Research and analyse companies, conducting detailed due diligence for buy and sell recommendations, as well as updates
  • Build financial models that can facilitate scenario analyses
  • Regularly prepare and deliver investment research to the Investment Management team and Client Relationship Management teams (in writing and verbally via presentations)
  • Produce and present regular performance reports and develop quarterly performance reviews and statements for presentation to management and/or external clients (in writing and verbally via presentations)
  • Maintain up-to-date, comprehensive knowledge of all factors affecting sectors and companies under coverage, including changes in market dynamics with the ability to comprehensively detail impacts, benefits, downside / upside risks and related views
  • Organise and conduct company meetings / conference calls as part of due diligence
  • Maintain up-to-date models on the companies that form part of Dolfin client portfolios
  • Proactively share market knowledge with junior analysts and support them in their development providing a sounding board and expert guidance
  • Participate in team meetings to detail/share information and discuss portfolio-related investment decisions (across asset classes)
  • Contribute to asset allocation discussions and generate innovative ideas
  • Attend relevant meetings with clients/prospective clients to support sales & marketing initiatives
  • Engage in effective dialogue and constructively challenge colleagues on their analysis and recommendations with a view to improving the Dolfin offering

Education, skills & experience

  • University degree, preferably in business or related field
  • CFA or equivalent qualification preferred
  • Demonstrable in-depth experience and understanding within professional investment environment, preferably in global equities
  • Ability to analyse business models with a long-term mindset
  • Past roles demonstrate an experience of working in a small team environment with an emphasis on frequent and informal communication and personal responsibility and quality
  • Strong communication skills (oral, aural and written) with both internal and external parties
  • Ability to adapt to changing market conditions, with experience through different investment cycles preferred (UK and/or internationally)

Benefits

Our clients deserve the best and the same goes for our people. That’s why at Dolfin you’ll receive a range of benefits including a competitive salary, flexible operating framework and all the tools, technology and support to help you become the very best you can be.

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