24 Oct
targetjobs UK
London
You will join as part of the Investment20/20 programme.
Liontrust is a specialist fund management company that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and listed on the London Stock Exchange in 1999. We are an independent business with no corporate parent, our head office is in London, and we have offices in Edinburgh and Luxembourg.
Our purpose is to enable investors to enjoy a better financial future. We aim to achieve this by providing the environment which enables our fund managers and employees to flourish, helping our investors achieve their financial goals, supporting companies in generating sustainable growth, and empowering and inspiring the wider community.
Programme Information
You will join as a trainee as part of the Investment20/20 programme. During the programme you will have access to relevant training. As part of the Investment20/20 programme, you will have opportunities to meet and network with other trainees from across the industry and participate in socials and insight events.
Our trainee programme is a fixed term one year contract paying £26,500 plus benefits. You will receive 27 days annual leave. This role is based in our London office.
The Role
The Equity Analyst will join the Global Fundamental Team (GFT) at Liontrust. The GFT manages a range of long-only equity funds for our clients, with a focus on the UK market but with the adaptability to also invest a portion of fund assets outside of the UK.
The team is comprised of two fund managers and an analyst operating with a flat collaborative structure, and the role of the Equity Analyst is to support the team with a range of tasks, as outlined below:
- Meeting companies,
summarising meetings and conclusions.
- Writing quarterly reports summarising fund performance and outlook
- Assisting with other content such as ad-hoc client requests
- Data analysis
- Preparation and presentation of research reports on companies across all sectors
- Creation and updating of financial models
- Updating of other models used by the team
- Contribution to debate and discussion within the team on stocks
The successful candidate will develop a solid foundation in understanding the role of an Equity Analyst and supporting with data and reporting for the team. What is most important to us is attitude and potential, we do not require you to have any prior experience in Investment Management.
Skills and requirements
If you are an enthusiastic graduate keen to start your career in financial services and you have a passion for Investment Management, we would like to hear from you. The following attributes, will help you be successful in the role:
- Inquisitive nature
- Humble with a self-improvement mindset
- Hard working
- Excited about the prospect of a steep learning curve but where you will be fully supported and encouraged to grow
- High levels of accuracy and attention to detail
- Good communication and interpersonal skills
- Knowledge and a good understanding of Microsoft Office, Excel, PowerPoint.
- Excellent written communication skills and numeracy skills
- Good organisational skills
- University graduate
How to apply
Email your CV strictly limited to one side of A4, and answers to the following questions, in strictly no more than 250 words per question:
Questions:
1. Tell us why you are applying for this role?
2. What drives you as an individual?
3. If you had to pick three stocks to buy now and do nothing with for 5 years, which three stocks would you pick and why?
Applicants much have current Right to Work in the UK at the start of employment.
PLEASE NOTE:
The Use of AI Technology
The purpose of these questions is to give applicants an opportunity to share their personal experiences and thought processes with the hiring manager. We would like to understand you in your own words and good written communication skills are a skill we are looking for.
Please do not use AI to research or help you form an answer . This will be checked.
Please note we recruit on a rolling basis, so you are advised to apply early.
We are an inclusive employer. Please let the recruitment team know if you have a disability, condition or difference that may require us to make adaptations.
▶️ Equity Analyst - Liontrust
🖊️ targetjobs UK
📍 London