Trainee Equity Research Analyst

We are a leading investment research and management firm with a nationwide presence, dedicated to delivering exceptional insights and services to clients across diverse sectors. Our innovative approach, supported by advanced tools and expertise, ensures we stay ahead in the competitive world of financial markets.

As part of our ongoing growth, we are seeking highly motivated individuals to join us as Trainee Equity Research Analysts. This role provides an excellent pathway into a successful career in equity research, with full training, mentorship, and sponsorship for professional CPD certifications and qualifications.

As a Trainee Equity Research Analyst, you will be part of a dynamic team responsible for analysing equity markets, evaluating companies, and generating actionable insights for investment decisions. With full sponsorship to pursue professional certifications such as CFA, CISI, or other relevant CPD Certifications, this role is perfect for aspiring finance professionals eager to make a mark in the industry.

• Company Analysis: Conduct in-depth research and analysis of companies, industries, and markets to identify investment opportunities.

• Financial Modelling: Develop and maintain detailed financial models to project company performance and valuation.

• Report Preparation: Create high-quality equity research reports, presentations, and recommendations for internal teams and clients.

• Market Monitoring: Stay updated on market trends, news, and developments that could impact stock performance and investment strategies.

• Collaboration: Work closely with senior analysts and portfolio managers to support investment strategies and decision-making processes.

• Training and Development: Actively participate in structured training programmes, on-the-job learning, and professional development initiatives.

• A degree in Finance, Economics, Business, Mathematics, or a related discipline (minimum 2:1 classification preferred).

• Strong analytical and problem-solving skills, with a keen interest in equity markets and financial analysis.

• Proficiency in Microsoft Excel; experience with financial modelling is a plus.

• Excellent communication and writing skills, with the ability to present complex ideas clearly.

• A proactive and detail-oriented mindset, with the ability to work both independently and in a team environment.

• Commitment to pursuing professional qualifications such as CFA, CISI, or other relevant certifications.

• Prior experience in finance, research, or data analysis (e.g., internships) is advantageous but not required.

• Familiarity with financial tools such as Bloomberg, FactSet, or similar platforms.

• An interest in sustainable investing or emerging markets is highly valued.

• Sponsorship for Professional Certifications: Full financial and mentorship support for qualifications such as CFA, CISI, and CPD-accredited certifications.

• Competitive starting salary with performance-based bonuses.

• Comprehensive on-the-job training with access to industry-leading tools and resources.

• Mentorship from experienced equity analysts and investment professionals.

• A structured career development pathway, with opportunities for progression within the firm.

• Exposure to a broad range of industries and global financial markets.

• Flexible working arrangements and a supportive workplace culture that values work-life balance.

If you are an aspiring finance professional looking to kickstart your career in equity research with full training and professional sponsorship, we want to hear from you!

Please submit your CV and a cover letter detailing your interest and suitability for the role.