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We are looking for an experienced Equity Portfolio Manager with a strong entrepreneurial spirit and motivated to join an ambitious public equities team. The employee will conduct fundamental equity research on European and/or US publicly-listed stocks, provide idea generation for our funds, co-manage public equity funds, and contribute to the development of our range of public equity funds.
Responsibilities
The employee will perform the functions of an equity portfolio manager within our Capital Markets Strategies department. In this capacity, the employee's main duties will include but will not be limited to:
- Qualitative and quantitative assessment of the business model and performance of European and/or US publicly-listed companies (based on financial and non-financial data);
- Provide idea generation and robust investment cases in line with Tikehau Capital’s strategy of investing in quality companies at attractive valuations;
- Monitoring of portfolio companies and potential candidates for inclusion in the fund portfolios (information flow, results, etc.);
- Financial and valuation modelling;
- Work alongside the existing team of portfolio managers and equity analysts and contribute to investment decisions on our public equity funds;
- Preparation and review of marketing documents;
- Participation in the marketing of the funds, through the writing of market notes, performance explanations or fund positioning, as well as supporting the sales force in its interactions with clients and prospects;
- Contribute to the innovation and development effort of the equity fund range;
- Foster collaboration with other investment units of Tikehau Capital, both on liquid strategies and on private assets.
Profile
- At least 10 years of equity research experience and a proven track record of successfully managing public equity portfolios
- A strong entrepreneurial spirit
- Ability to analyse and synthesize
- Team spirit and excellent communication skills
- Fluent English. French would be a plus
