PERM - SMDAM - Equity Research Analyst - VP

Section 1 - Details

Job Title / Corporate Title

Equity Research Analyst - VP

Department / Group

SMDAM / FM

Responsible to / Line Manager

This should be a role title, not a named individual.

Head of Equity/ Director

Direct Reports

This is about scope of the role. Please include job titles and the reporting relationship.

N/A

Location

London

Date Prepared

Sep 2024

MiFID Knowledge and Competence

In scope

Certification regime

Out of scope

Section 2 – Purpose of Job

• SMDAM are successfully growing AUM within our global equity business and are seeking an experienced Global Equities Analyst with NA/Europe sector knowledge to help in that expansion.  The role will be based in London and responsibility will be more focused on themes than individual sectors.
• The role will involve working closely with portfolio managers on global equity, emerging markets and sustainable mandates, with a strong focus on ESG to assist in outperforming benchmarks for our clients.
• You will be required to generate investment ideas based on rigorous bottom-up analysis with ESG integration. Although it is not a mandatory, experience of covering Industrials/Financials/Technology sectors in the US and Europe will be an advantage

Section 3 – Background

• Sumitomo Mitsui DS Asset Management (UK) Ltd, is the UK subsidiary of Sumitomo Mitsui DS Asset Management Company Ltd., one of the leading asset managers in Japan.
• We are seeking an experienced Research Analyst with knowledge of NA/Europe sectors who will report to the Head of Equities in London. The UK Equity team provide ongoing investment research across a variety of North American and European themes/sectors to our portfolio managers based in Tokyo.
• The role involves working with portfolio managers on global equity, emerging markets, and sustainable mandates, with a strong focus on ESG to assist in outperforming benchmarks for our clients.
• The global team have launched a number of thematic funds over the last three years and the candidate will be expected to assist the London team provide the marketing team in Tokyo with background research on marketable new themes.

Section 4 – Facts / Scale

• Attend regular monthly and ad hoc meetings with PM/Analysts based in Tokyo to present new investment ideas and maintenance of current holdings
• Ongoing maintenance of own model portfolios to measure the performance of analyst’s recommendations
• Collaborate with AP analysts on global thematic research
• Assist marketing team as required in preparing research material for the setting-up and launching of new thematic funds
• Operate under MiFID and FCA regulatory frame.
• Required to liaise with stakeholders outside the company and other SMDAM group companies.

Section 5 – Accountabilities & Responsibilities

【Key Responsibilities】

• Equity Research Analyst: Collaborate with portfolio managers and fellow analyst on various mandates. Research industries and companies to cover the equities and generate new ideas. Produce research reports, build and maintain valuation models, interview companies to assess fundamentals. Communicate with portfolio managers, who manage country, regional and global products in Tokyo.
• Industry & Country Coverage: Generate investment ideas based on rigorous bottom-up analysis and ESG integration. Although it is not mandatory, having experience of covering Industrials/Financial/Technology sectors in US and Europe will be an advantage.
• Thematic research: Cover companies on a thematic vertical basis with the initial focus on industrial/business service companies within the thematic verticals. Our team conducts research with a global focus on various themes, so having a strong interest and experience in researching and generating stock ideas with long-term structural growth drivers would be advantageous

Section 6 – Knowledge, Skills, Experience & Qualifications

【Knowledge and Skills】

• Fair amount of work experience in Industrials/Financial/Technology and peripheral sectors; equity research (buy side/sell side).
• Strong analytical skills, financial modelling, and company valuation, with CFA a major plus
• Proven track record in stock picking and recommendation being also a major plus.
• Excellent written and verbal communication skills.
• Hands-on knowledge of MS Office, Bloomberg. Proficient in programming languages such as, Python, Excel VBA etc are a benefit
• Passion for equity markets and investment.

【Experience and Qualification】

• Minimum BA/BS university degree
• At least two years of working experience as an equity research analyst (buy/sell side)
• Below are advantageous:

• Master degree in finance, accounting &/or business
• CFA qualification
• ESG qualification/background

Section 7 – Challenges (This section is optional)

• Managing multiple work requests and competing deadlines simultaneously

• Self-starter and ready to take the initiative.
• Good team player