Equity Analyst - Capital Market Strategies (M/F)
CompanyTikehau Capital
Location
London, England, United Kingdom
Employment TypeFull-time
Posted At1/23/2026
UK Visa Sponsorship Analytics
Analytics are greyed out due to low classification confidence (38.0%).
Occupation Type
Finance and investment analysts and advisers
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£45,800
(£23.49 per hour)
Occupation rate applies
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Description
We’re growing our Capital Markets Strategies – Equity team in London and are looking for an Equity Analyst with a strong bottom‑up mindset and a passion for deep fundamental research.
You will drive idea generation and rigorous financial analysis to support our diversified listed equity funds. You’ll take ownership of full‑cycle company coverage, contribute to investment decisions, and help articulate our views to clients and partners.
We value an entrepreneurial, curious and analytical approach—someone who enjoys diving deep into products, technology, business models and industry micro‑structures to uncover mispriced opportunities.
You will drive idea generation and rigorous financial analysis to support our diversified listed equity funds. You’ll take ownership of full‑cycle company coverage, contribute to investment decisions, and help articulate our views to clients and partners.
We value an entrepreneurial, curious and analytical approach—someone who enjoys diving deep into products, technology, business models and industry micro‑structures to uncover mispriced opportunities.
- Lead bottom‑up deep dives on companies that fit our strategies; map industry structures, competitive dynamics, and unit economics.
- Build and maintain robust financial models and track key catalysts.
- Generate and pitch high‑conviction investment ideas; contribute to portfolio construction discussions and risk/reward assessments.
- Participate in investment committees and support the implementation of the equity investment strategy.
- Produce clear, insightful research: market notes, performance attribution/explanations, fund positioning and thematic pieces.
- Support commercialization efforts, partnering with the sales team in client interactions and presentations.
- Engage with management teams, industry experts and the sell‑side to challenge assumptions and refine theses.
- Uphold research best practices: disciplined documentation, thesis tracking, post‑mortems and continuous improvement.
- 5–10 years of experience in listed equities (buy‑side or sell‑side), with a demonstrable bottom‑up research focus.
- Expertise in at least one of the following sectors: healthcare, semiconductors, cybersecurity, software, or defence.
- Strong financial analysis and valuation skills; mastery of accounting, cash‑flow drivers and capital allocation frameworks.
- Clear evidence of idea generation, with an ability to articulate variant perception and map key catalysts.