• Business, stocks, and shares analysis.
• Facilitate transactions, from the preparation of proposals, collating information, and preparing presentations and reports to conduct in-depth financial analysis.
• Assist with acquisition and vendor due diligence, prepare and present on competitor analysis.
• Providing robust qualitative and quantitative financial analysis and modeling to support informed decision-making.
• Communicate qualitative and financial analysis clearly in written and verbal methods.
• Review large amounts of statistical and technical data and financial outcomes in a commercial context.
• Develop and implement growth opportunities by sourcing investment avenues, proactive engagement with stakeholders, assisting in generating client relationships, growing the investor base and presenting recommendations to the Managing Director.
• Undertake research on industries and sub-sectors and assist in compiling research reports.

Skills: Market Analysis, Transaction Facilitation, Due Diligence, Financial Modeling, Communication, Data Review, Growth Development, Research Reporting

• Maintain bottom-up research coverage on assigned industry
• Independently and thoughtfully conduct equity research.
• Generate, develop, and present new investment ideas as well as monitor current investments for all active equity strategies along with the “best ideas” research portfolio.
• Build and maintain complete company models, create income statement and balance sheet forecasts, and perform valuation analysis.
• Apply economic value added (EVA) analysis and valuation to fundamental models.
• Convey information verbally and through written notes and reports such as industry reviews, company evaluation analyses, and quarterly company updates.
• Frequent and informal communication with portfolio managers on industry and stocks in portfolios.
• Initiate and maintain contacts with company management.
• Performing detailed equity analysis and sound investment recommendations
• Monitoring and contributing to existing portfolio investments, including portfolio risk management
• Assisting in reporting to clients, including presenting performance information and writing reports
• Training, exams and personal development are vital for progression within the role

Skills: Equity Research, Financial Modeling, Idea Generation, Valuation, EVA Analysis, Reporting, Networking, Risk Management

• Assist in the review and evaluation of new investment opportunities, including conducting independent research, performing fund and company analysis, benchmarking, and preparation of financial models and analyses
• Assist in the preparation of written communication materials in support of investment decisions and documentation of investments, including investment committee memos and PowerPoint presentations
• Assist with research and other activities in support of investment opportunities, portfolio management,t and strategy 
• Develop and improve reports to provide portfolio performance data, market research and analytics, benchmarking, and other relevant information to senior management on an ongoing basis
• Analyze and monitor existing portfolio investments, review quarterly and annual reports, monthly financials, etc.
• Track and screen new investment opportunities, review private placement memoranda, maintain deal logs
• Develop familiarity and expertise with private equity software applications, including i-Level, Cobalt, PitchBook, Preqin, etc.
• Assessment of potential investment opportunities including building company models and writing research reports either independently or as directed by Portfolio Managers
• Analyzing company reports and accounts, evaluating business models and economic conditions, building financial models and valuation analysis.
• Participation in investment team meetings either presenting investment ideas or challenging others' analyses.
• Assisting in aspects of client service pertaining to equity investments including contributing to periodic newsletters, reports on performance and overall communication to relationship managers.
• Taking responsibility for certain administrative tasks related to the research and portfolio management function.

Skills: Investment Analysis, Financial Modeling, Report Development, Portfolio Monitoring, Market Research, Software Proficiency, Communication Material Preparation, Team Collaboration

• Researching, analyzing, and performing due diligence on potential investments.
• Write research reports with findings with sound reasoning.
• Conduct meetings and sustain relationships with company management teams, industry experts, and sell-side analysts.
• Building and maintaining financial and valuation models.
• Creating investment-related presentation materials.
• Monitoring portfolio investments, competitors, and industry developments.
• Liaise with internal sales and trading teams for responding to news, corporate action, and reporting events and maintain a procedure protocol for escalating emerging news.
• Maintain a public image for the firm at conferences/events. 
• Communicate the company’s research, building its brand, and referring potential new clients.
• Research and analysis of listed companies, including building financial models, and valuations and preparing research presentations.
• Develop independent, fact-driven views on individual stocks.
• Clearly articulate an investment case including the appropriate supporting evidence.
• Presentation of investment cases to members of the investment team.

Skills: Investment Research, Financial Modeling, Due Diligence, Relationship Management, Presentation Development, Portfolio Monitoring, Corporate Communication, Event Representation

• Work as part of an equity analyst group providing investment ideas to strategies across the team.
• Assume Responsibility for coverage of a group of companies as defined by proprietary ‘competitive moat’ categorization. 
• Contribute to rigorous team debate to uncover new insights and perspectives.
• Perform detailed equity analysis, with a clear focus on the strength and direction of competitive advantages, return drivers, and broader industry dynamics. 
• Identify and assess how sustainability integrates into a company’s business model and competitive advantages and consider positive and negative external impacts of the business.
• Deep dive company analysis, company modeling, meeting management, and rigorous team debate are all part of the investment process
• Generating investment ideas within a collaborative team
• Analyze corporate news and public documents
• Building discounted cash flow models and interviewing management teams
• Make recommendations for the purchase and sale of investments
• Conduct detailed business analysis to generate investment ideas for portfolio inclusion
• Develop and maintain financial models for coverage universe (CU)
• Provide updates on CU at Weekly Investment Committees
• Assist with other operational and client reporting tasks relating to the Stenham Direct Equity Strategy

Skills: Equity Analysis, Financial Modeling, Investment Strategy, Sustainability Assessment, Business Analysis, Collaborative Idea Generation, Corporate Document Interpretation, Presentation 

• Investment acumen and passion 
• Experience analyzing equity securities across a broad array of sectors and subsectors within the sustainable investing universe, ideally with an emphasis on industrials/capital goods. 
• Ability to identify mispricing and valuation discrepancies, make investment recommendations and communicate findings to the Portfolio Manager
• Demonstrated track record of successful stock recommendations. 
• Experience building and maintaining detailed technical financial models 
• Superior collaboration and influencing skills 
• Strong trusting relationships internally with colleagues and externally with company management teams.
• Ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others
• Ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction, and contribute to an open investment dialogue, is important.
• Have a global perspective and creative approach to thinking about innovation and the next generation of the investment industry and sustainable investing within it.
• Experience in an analytical role on the sellside or buyside
• Service orientation with a fiduciary and client-centric mindset
• Ability to remain focused and appropriately allocate time to “what matters”
• Highest personal and professional integrity and ethics
• Strong academic credentials, MBA and/or CFA

Qualifications: BA in Finance with 7 Years of Experience

• Experience in Equity research role (Hedge Fund / Market Maker / Sell Side Bank / Private Equity)
• Extreme attention to detail and accuracy
• Strong understanding of descriptive statistics
• Coding capability in R, Python, Matlab, or similar statistical language
• Ability to synthesize qualitative and sometimes messy quantitative information, from often disparate and incomplete sources
• Experience working with large data sets
• Strong understanding of financial markets and global macro themes
• Understanding of options pricing and Greeks
• A strong track record of performance
• Ability to work collaboratively within a team
• Strong experience looking at sustainability-focused companies
• A deep interest in tech, healthcare, tech services, and industrial companies
• Highly numerate with attention to details

Qualifications: BSc in Economics with 4 Years of Experience

• A deep understanding of global industrial trends and a general affinity to engineering-related topics.
• Experience in fundamental equity analysis with a focus on companies in the industrial and materials sectors.
• Familiarity with equity markets, company valuations, and stock performance drivers.
• Ability to write detailed reports in English.
• Proficiency in Excel.
• Experience with financial information systems such as Bloomberg or CapitalIQ 
• Professional experience either on the sell-side or with a major equity-focused asset manager.
• Equity research experience on the buy-side or sell-side
• Strong financial modeling skills
• Started or willing to start CFA qualification
• Intellectually curious and passionate about investing
• Extremely diligent and self-driven
• Passion for investing and enjoy engaging in debates on investments
• Intellectually curious and highly motivated

Qualifications: BA in Business Administration with 6 Years of Experience

• Buy-side investment experience, although other tenures
• Consistently strong alpha generator with a demonstrable track record.
• Comfort in engaging in active debate with colleagues regarding investment opportunities.
• Sound judgment and willingness to take appropriate investment risk.
• Superior understanding of securities analysis, accounting, valuation methods, and qualitative and quantitative techniques.
• Excellent verbal, written and interpersonal communication skills.
• Ability to work well independently and as a member of a team, which includes the ability to be flexible and adaptable.
• Advanced computer skills and strong attention to detail.
• Strong experience and genuine passion for looking at disruptive tech and consumer companies
• Highly numerate with attention to detail
• An independent thinker
• Experience generating investment ideas within technology companies

Qualifications: BA in Statistics with 6 Years of Experience

• Enthusiasm and passion for investments
• An ability to synthesize masses of economic, industry and company information, and to effectively analyze this and formulate an investment rationale
• An ability to communicate in a lucid and concise manner with colleagues and external management, both in oral and written form
• A team player who relates well to colleagues
• Strong ability to critically analyze data and financial statements and maintain Excel spreadsheets
• Strong communication (written and oral) skills
• Strong analytical and accounting ability
• Attention to detail and tenacity
• An ability to work independently and in a team
• Self-motivated and have the ability to use initiative
• Innovative thinking
• An ability to maintain a high level of productivity and work hard
• Equity research experience

Qualifications: BSc in Accounting with 5 Years of Experience