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Job Description
Equity Research Analyst – Small Cap
Job Title: Equity Research Analyst, Small Cap
Location: London
Reporting to: Fund Manager
What We Are Looking For
A London based analyst covering Global small and mid-cap equities.
About Schroders
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
The base
We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.
The team
The Global & International Small Cap team based in London. Alongside the core team this role will work closely with our colleagues based in Asia and the US.
What You'll Do
- As a member of the team, you will have the opportunity to cover multiple sectors, with a primary focus on Software and Services, Industrials, Materials, and Energy.
- Your responsibilities will include carrying out fundamental analysis and in-depth research of businesses and industries to form investment these, which should then be shared, discussed and debated with fund managers and the broader small cap team.
- This position offers a dynamic and entrepreneurial scope. Rather than a narrow list of companies to cover, you will have the autonomy to independently explore and identify investment opportunities within your universe.
- With Multi sector coverage, you will oversee a broad range of companies. You will need to build and own domain expertise within your coverage but will have the freedom to develop over-arching themes for attractive investments.
- This role will be varied and fast-paced, requiring the ability to develop well-formed investment ideas while managing a wide coverage remit.
- You will collaborate closely with the London-based team as well as colleagues in Asia and the US, gradually building a strong internal network and relationships with colleagues around the globe and those in our London office.
- The position involves performing rigorous financial analysis and modelling, as well as clearly communicating your investment research both in writing and verbally.
- You will also take an active role in leading interactions with the management of public and private companies, and with industry experts. Embrace travel for research.
The Knowledge, Experience And Qualifications You Need
- Minimum of four years’ experience as an equity investor and/or research analyst. Experience as an investor is a significant advantage but not essential. We will consider candidates with prior experience in deep fundamental company analysis (e.g. consulting, M&A).
- Excellent foundation in accounts, fundamental financial analysis, valuation methodologies and metrics and experience with IPO prospectus work/capital market activity.
- The ability to effectively communicate with company management and the broader investment community.
- Fluent with excel, financial platforms like Bloomberg and AI tools.
The Knowledge, Experience And Qualifications That Will Help
- Experience in analysing and evaluating industries and companies through first principle business strategy frameworks – i.e. seasoned in detaching from a company’s “story” to focus evaluation on the ultimate mechanics of the business or industry.
- A strong level of macro-economic understanding, but fluency is not required. An understanding of the broader financial markets and how to interpret signals from the different asset classes and sectors.
- Able to frame equities within the broader financial markets.
- At ease with synthesising large amounts of information on a company, efficiently distilling this down and identifying what is material.
What You’ll Be Like
- Unwavering intellectual curiosity with a genuine enthusiasm for learning and discovery. Motivated and committed to maintaining a high standard of work.
- Highly driven with a first-class work ethic.
- Someone who embraces mental flexibility.
- Able to demonstrate a continued willingness to improve decision making and embrace a continuous improvement mindset.
- Have an eye for detail and thoroughness, but still able pull-back and understand the broader context of the operating environment of the businesses we invest in.
- Possess the confidence to identify and articulate what is material and immaterial to an investment thesis.
- Enjoy the balancing act of maintaining passionate optimism and high conviction with a healthy dose of cynicism and humility.
- An independent thinker prepared to question orthodoxy, to evaluate its appropriateness, as opposed to a behavioural need to be contrarian.
- Someone who is comfortable within the grey areas and who can thrive on making decisions without perfect information.
- Proactively looks to identify potential risks or challenges in viewpoints, business models, or industries.
- Entrepreneurial and is comfortable with a high degree of autonomy.
- A strong ability to communicate research both verbally and in writing.
- An ability to effectively discuss investment viewpoints with the small cap team as well as the broader group of Schroders investors.
- Numerically literate, with the ability to interpret statistics, while primarily focused on understanding businesses, industries, and human behaviour, and envisaging future developments.
- Desire to find/develop technology to optimise workflow and information assimilation.
- Desire to be in a close, collaborative team but similarly comfortable driving collaborations with a wide range of teams and resource outside that perimeter.
- Nimble allocator of time, able to prioritise a workload that can be large and changeable, sometimes with short deadlines or abrupt changes in priorities.
We Recognise Potential, Whoever You Are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
About Us
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
