A member of the Investment Department, the role of the Global Equity Analyst, is to follow the investment research process for both equities and alternatives, to identify attractive securities for inclusion in client mandates. The Analyst role is a client facing one and involves sales and marketing responsibilities.
Taking direction and supervision from the Deputy Head, Investment, and following CCLA’s investment process, they are responsible for, industry and company analysis as well as the initiation of investments following from such analyses.
- Industry analyses include studying industries in depth by identifying and evaluating key themes and factors that drive long-term industry evolution and value creation.
- Company analyses include an assessment of a company’s operations, financials and strategic positioning as well as an evaluation of its long-term intrinsic value.
- Gain exposure to and involvement in the portfolio construction and decision-making process.
Duties
Key skills and attributes
- Research analyst and stock picker to work with colleagues within a disciplined investment process
- Mature, competent, collegiate, and energetic team player
- Excellent inter-personal, communication and presentation skills
Specific duties
- Follow the in-house global stock selection process
- Proactively drive forward sector/stock specific research initiatives
- Actively monitor positions through earnings results
- Work closely with colleagues to ensure stock positions are correctly calibrated and that stock recommendations are delivered on a timely basis
- Work with client relationship managers, where required, to report and present to clients
- Be involved with client pitching and reporting as required.
- To implement CCLA’s policies and procedures in regards to the integration of environmental social and governance factors
- To collaborate with CCLA’s Sustainability Team in the delivery of stewardship programmes
Key accountabilities
- Equity research and investment management activities, to include company meetings, research reviews and building company models
- Ensure CCLA’s global equity selection process is consistently applied
- Conduct global equity research, consistent with meeting client objectives
- Ensure the team are kept appraised of any significant developments in the position and outlook for equities held and equity portfolios
- Ensure clear, unambiguous and timely recommendations
- Participation in the stock selection process and the development of investment management strategy
General responsibilities
General responsibilities and accountabilities include:
- To operate in a fashion that supports and is in accordance with the aims strategy and mode of operation of the Company and in line with FCA PRIN.
- Maintain knowledge of current market events, to include an understanding of the macro-economic environment and other factors affecting stock prices.
- To work effectively and cooperatively with all other Company employees, customers and counterparties.
- To work towards the completion of certain benchmark qualification as required by the business.
- To attend internal committees and briefings as appropriate.
Qualifications and experience
- Minimum 5 years’ experience as a research analyst
- Educated to degree level, preferably in a relevant subject
- CFA or equivalent qualification
- Familiarity with Bloomberg (AIM), CS HOLT
- Familiarity with quantitative programmes