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Equity Research Analyst - International Consumer

Janus Henderson, City of Westminster

Equity Research Analyst - International Consumer

Salary not available. View on company website.

Janus Henderson, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 1 week ago, 6 Apr | Get your application in now before you're too late!

Closing date: Closing date not specified

job Ref: 5d9e3881f9ef4657806f82d442296a02

Full Job Description

  • Conduct research independently to formulate investment recommendations on individual securities within the International/Global (ex. US) Consumer sector. Experience in Communications/Telecoms is also desirable
  • Careful consideration should be given to forecasted growth, competitive positioning, quality of financial reporting and management, and sector-specific trends and risks
  • Construct models to generate pertinent questions to be answered in the research process, identify key drivers and forecast future revenue, earnings and cash flow
  • Proactively undertake research visits/meetings to formulate and extend deep industry expertise, this includes engaging with a broad array of stakeholders such as competitors, customers, suppliers and other relevant constituents
  • Compile and communicate research findings with Portfolio Managers through written notes, reports, and presentations. Ensure these communications offer actionable insights and include both macroeconomic perspectives as well as micro-level stock insight, particularly for the International/ Global ex.UK consumer sector
  • Actively contribute to idea generation by staying abreast of market trends, regulatory changes, and technological advancements that could affect sector valuations and investment opportunities. Leverage advanced analytical tools and datasets to uncover underfollowed or undervalued stocks, with a keen eye on International/Global (ex. US) market opportunities
  • Provide thought leadership on sector trends, investment themes, and portfolio construction, with an emphasis on diversifying risk and optimizing returns, specifically through deeper penetration into International/Global (ex. US) markets
  • Participate in investment forums, conferences, and webinars to represent the firm's investment philosophy and sector expertise, with the aim of enhancing the firm's reputation in the investment community, including its standing in International/Global (ex. US) investment circles
  • The ideal candidate will be highly motivated, entrepreneurial in nature, and skilled at managing dynamic coverage responsibilities across multiple industries and countries
  • Carry out other duties as assigned, Responsibility for supporting equity portfolios across a variety of strategies, as a member of JH's global centralized research team
    • Supervisory responsibilities
  • Not at this time, although possible with experience.
    • Potential for growth
  • Mentoring
  • Leadership development programs
  • Regular training
  • Career development services
  • Continuing education courses
    • We are looking for a teammate with the potential to become a thought leader on the global consumer team, and positively contribute to the culture and investment performance across the firm. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at . #LI-LD1 #LI-HYBRID Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). All applicants must be willing to comply with the provisions of Janus Henderson Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. Janus Henderson is an equal opportunity /Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.

  • Bachelor's degree educated in business, math, science, or finance discipline
  • Previous equity investment analyst experience required as a Global (ex. US) Consumer Analyst
  • CFA qualified or willingness to commit to undertaking CFA required
  • Strong stock picking skills, track record of positive investment results
  • Ability to perform deep and differentiated analysis of fundamental issues in a compressed time frame, and to confidently recommend new ideas for portfolio inclusion and removal
  • Excellent presentation skills. We value our collaborative, sharing culture
  • Ability to build relationships of trust with a variety of colleagues. This role will support most of our equity strategies globally
  • Knowledge of relevant sector/product/instruments for the role
  • Microsoft office skills to include Excel, Word and PowerPoint
  • Knowledge of Bloomberg and other market data platforms
    • Nice to have
  • Post-graduate degree such as MBA
  • Industry experience highly desirable - brands, retail, media, ecommerce

    A career at Janus Henderson is more than a job, it's about investing in a brighter future together.
    • Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity

  • Hybrid working and reasonable accommodations
  • Generous Holiday policies
  • Paid volunteer time to step away from your desk and into the community
  • Support to grow through professional development courses, tuition/qualification reimbursement and more
  • Maternal/paternal leave benefits and family services
  • Complimentary subscription to Headspace - the mindfulness app
  • Corporate membership to ClassPass and other health and well-being benefits
  • All employee events including networking opportunities and social activities
  • Lunch allowance for use within our subsidized onsite canteen

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https://www.jobs24.co.uk/job/equity-research-analyst-international-consumer-124888364
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