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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

Postcard from the Netherlands

A key question facing players in a vibrant and rapidly growing fintech hub is whether to disrupt, collaborate, build or buy. Nikolay Pomortsev, Project Manager, reports from Dolfin’s Amsterdam office.

Dolfin shortlisted for Citywealth’s Magic Circle Awards 2019

Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.

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)


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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