Smaller Companies Equity Analyst

Closing Date: Sunday 18 March 2018
Primary Location: Liverpool
Contact Email Address:
Contact Name: Emma Halliwell

We are looking for a Smaller Companies Equity Analyst to provide comprehensive support to the Specialist Tax Portfolio Service Team based in Liverpool, contributing to excellent client service.  You will assist the team in a variety of duties, which may include:

  • Dedicated analyst providing stock specific analysis on AIM quoted shares

  • Idea generation and ongoing monitoring of existing Investments

  • Arrange and conduct meetings with Management teams of existing and prospective opportunities and product minutes/reports of those meetings; attend site visits where appropriate

  • Build relationships and collaborate with colleagues, external brokers and research providers

  • Provide written and verbal equity reports to the team including ongoing maintenance of non-covered stock reports

  • Assist with the production for marketing materials and prepared transaction rationale reports

You will have:

  • IMC qualified or CFA qualification (or part qualified) (or equivalent)

  • Previous experience working in an analytical role, on buy or sell side, specialising in smaller companies

  • Solid understanding of smaller companies including the role of EIS and Business Relief

  • Strong communications skills both verbal and written

  • Good attention to detail and high level of accuracy

  • The ability to work unsupervised and be a conscientious team player

  • Strong Excel and Bloomberg understanding, factset experience useful but not essential