Equity Analyst - Long-only Global Generalist

Berkeley Croft is looking for a Equity Analyst - Long-only Global Generalist

Job description

We are working with a highly regarded global investment manager to source an Equity Analyst to support the management of a global value equity strategy. Working closely with the Portfolio Managers based in their London office, the successful candidate will play a key role in delivering high-quality investment research and maintaining deep insight into portfolio companies and opportunities.


The firm has a long standing reputation for delivering top quartile returns and is widely seen as one of the best in their peer group.


Key Responsibilities

  • Conduct fundamental and valuation analysis across a global equity universe, identifying mispriced quality, cyclical, and special situation opportunities
  • Maintain and enhance portfolio monitoring tools, ensuring timely and accurate assessment of valuation, fundamentals, and risk/reward
  • Build and maintain financial models, including three-statement and scenario analysis
  • Lead company, industry, and thematic research projects aligned with portfolio priorities
  • Engage with company management teams and industry participants to test investment theses
  • Develop AI-enabled research workflows to improve efficiency and insight generation
  • Collaborate with senior investors to translate research into portfolio decisions and positioning
  • Track investment performance and contribute to attribution and review processes

Requirements

  • 2-3 years’ experience in investment banking or private equity (bulge bracket M&A preferred)
  • Strong financial modelling, accounting, and valuation skills, with a desire to produce deep dive research
  • Demonstrated interest in equity markets and value investing
  • Excellent analytical and communication skills
  • Experience with data platforms (e.g. Bloomberg, FactSet)
  • Progress towards CFA is advantageous but not a pre-requisite
  • Proactive, intellectually curious, and interested in AI-driven research tools
  • Already based in London/UK

Why Join

  • Direct mentorship from experienced investors in an apprenticeship-style environment
  • Exposure to global markets and high-conviction investing
  • Opportunity to develop into an independent investor over time

Extra information

Status
Open
Education Level
Secondary School
Location
London Area
Type of Contract
Full-time jobs
Published at
17-04-2026
Profession type
Management
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English

Management Jobs | Full-time jobs | Secondary School

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