Quick Overview
Job Description
Octavius Finance is working with a leading UK investment manager to appoint a senior equity analyst to join a well-established Global Dividend Fund.
The strategy invests globally across equities, seeking to identify high-quality companies capable of generating sustainable and growing dividends over the long term. The portfolio is genuinely global, with exposure across the US, Europe and Emerging Markets, providing the successful candidate with broad exposure across sectors, geographies and investment themes.
The successful candidate will work closely with the senior investment team across fundamental equity research, company analysis and portfolio construction. This is an opportunity to join an established investment platform with a strong long-term track record and a clear focus on fundamental, bottom-up research. For the successful candidate, the position also offers a clearly defined pathway to leadership and money management.
Key Responsibilities
- Conduct fundamental equity research across global markets and sectors
- Identify companies with attractive and sustainable dividend characteristics
- Build detailed financial models and valuation analysis
- Assess company fundamentals, management quality, capital allocation and dividend sustainability
- Develop and maintain investment views and contribute to the portfolio's investment process
- Engage with company management teams and external research providers
- Contribute to portfolio construction and ongoing monitoring of existing holdings
- Work collaboratively with the wider investment team across global equity markets
Candidate Profile
- ~5 years+ experience as an equity analyst at a long-only asset manager, working on an equity income or dividend-focused strategy
- Strong fundamental research and financial modelling skills
- Experience covering global equities, ideally with exposure across multiple sectors and/or regions
- Genuine interest in dividend investing and long-term fundamental equity analysis
- Strong academic background and ideally CFA qualification or progress towards it
- Clear communicator with the ability to articulate investment views effectively
- Comfortable working as part of a collaborative, research-led investment team
To apply, please send your CV to
mailto:fundmanagement@octaviusfinance.comSimilar jobs
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