UK Equity Analyst (part-time)

SUMMARY: The role involves analysing and assisting with the selection of UK equities for client wealth management portfolios. It requires a
minimum
of 10 years equity experience and good Excel skills. It is a
part time role
and would suit either an analyst or someone with previous equity fund management experience. Coloma Wealth Management is a firm of 15 City based advisers.
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JOB DESCRIPTION:
OVERVIEW
● It is a
part time
role that is currently seven days per month. The salary is GBP 80k pro rata which equates to GBP 27k per annum
● The role involves working closely with the portfolio manager on researching and constructing client growth and income portfolios for retail clients
● It requires a
minimum
of 10 years experience analysing UK equities as well as good Excel skills; an investment qualification such as the CFA is preferred
●The business operates under the umbrella of Coloma Wealth Management which is a firm of 15 City based financial advisers
● It would suit either an analyst or someone with previous equity fund management experience
For more information please see
DETAILED JOB DESCRIPTION
The successful candidate will be required to:-
● Analyse and comment on the results of UK portfolio companies
● Write and update investment thesis of portfolio companies
● Set and update price targets for portfolio companies
● Research companies for a watch list
● Read and critique debt and fund research
● Read and critique investment outlooks and other ad hoc research
About Coloma Wealth Management
We are a small Independent Financial Advisory firm in the City of London, located close to Bank
We advise a range of clients from individuals requiring a mortgage and protection for their dependents to high net worth clients with large investment & pension portfolios. We arrange long term investment and pension portfolios for our clients
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We provide advice across protection, pensions, investment, mortgages and business needs. Most of our clients are based in London & the Home Counties.
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Our new business comes from different sources; a lot of it comes from existing clients who give us repeat business or refer their family and friends to us