UK Equity Analyst part time

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 https://robinfrancis.coloma-wealth.com

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

•             We provide advice across protection, pensions, investment, mortgages and business needs. Most of our clients are based in London & the Home Counties.

•             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