Equity Research Analyst

Job Title:            Research Analyst, QEP Investment Team

Location:           London

Reporting to:   Co-Head of Research, QEP

Overview of the role

This role has the following principal responsibilities:
 

• Contribute to the ongoing development and progress of QEP investment process 
• Support the team on investment data, including research and interpretation to recommend investable insights.
• Collaborate within the team and Schroders investment teams on value-add projects 

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.

 

What you'll do

Contributing to the enhancement of investment process

• Lead research projects under the guidance of senior members of the team to better reflect risks and opportunities in our investment process

• Analyse a broad range of data, including structured and unstructured data, and translate it into investment insights by improving our assessment of valuation, business quality or sentiment for our investment universe

Supporting the team on investment research

• Work closely with researchers and portfolio managers to refine our existing investment and research processes in response to business and client needs

• Manage and monitor investment data and its impact to our holdings, providing support to the rest of investment team including portfolio managers

Collaboration 

• Produce and present well considered research findings and proposals throughout a project and incorporate feedback from other team members

• Build relationships and seek collaboration opportunities with other investment, distribution, product, trading and technology teams

The knowledge, experience and qualifications you need

• Higher education degree level, preferably in a numeric field 

• Professional experience from equity markets 

• Knowledge of portfolio management and the asset management industry 

• Knowledge of any programming language is preferred

• Knowledge of equity factors and modelling techniques

• Knowledge of equity markets and fundamental company analysis

• Knowledge of and ability to work with equity market data

• Knowledge of statistical techniques to gain scalable insights from data

What you’ll be like

• Direct and effective communicator who is diligent, persuasive and credible in dealing with management and colleagues
• Ability to work effectively both as part of a team and independently
• Ability to work calmly and effectively in a fast-paced environment
• Planning own workload, typically against a backdrop of changing priorities and or external events.
• Strong problem solving and analytical skills, anticipating potential issues and identify solutions rather than highlighting problems
• Sound judgement and decision-making abilities
• Strong attention to detail
• A curious mid-set, actively seeking opportunities to expand knowledge base 
• Take a pro-active approach to highlighting and resolving process inefficiencies 
• Keen focus on personal development with an openness to feedback 

Discharge of responsibilities

The role holder shall ensure that all their responsibilities are performed to the highest levels of integrity, quality and transparency and in a manner most likely to promote the success of the Schroders Group, taking into account the interests of key stakeholders including clients, employees, regulators, suppliers and society as a whole.  

 

In discharging their responsibilities, the individual shall establish appropriate oversight and control structures for all areas under their control where needed. 

Reporting Obligations

In discharging their responsibilities, the role holder shall 

• Ensure that their manager is made aware of any issues which the post holder deems material
• Provide to their manager, an annual assessment of their own performance against objectives agreed with them

Committee Memberships

• Where applicable, the role holder must fulfil his/her responsibilities for their Committee Memberships

Conduct Rules 

This role is within an entity/or entities which are covered by the UK’s Senior Manager and Certification Regime.  As such, the role holder is required to comply with the following Individual Conduct Rules:

 

Rule 1: You must act with integrity

Rule 2: You must act with due skill, care and diligence

Rule 3: You must be open and cooperative with the FCA, PRA and any other regulators

Rule 4: You must pay due regard to the interests of customers and treat them fairly

Rule 5: You must observe proper standards of market conduct

Appendix: QEP Investment Team

The QEP Investment Team consists of 28 members, located in London, Sydney, Hong Kong and New York. The QEP Team manages $27 bn across a range of global equity strategies, including dedicated EM strategies.

The team is organised across three key functions:

1. The portfolio management & research team is principally located in London with additional team members based in Sydney and Hong Kong. Its members are responsible for researching new ideas, enhancing existing models and making investment decisions.

2. The portfolio implementation team is based in London and is responsible for day-to-day monitoring of client portfolios, implementing portfolio managers' investment decisions and managing cashflows.

3. Our dedicated product management team is located in London, Sydney and New York and are specialists in all aspects of our investment process enabling the investment team to focus on research and the management of our client’s assets.

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