For our Global Equity platform, we are looking for a talented European Equities Analyst (f/m/d) for the Industrials / Utilities / Materials sector to provide research to several global equities teams based in Europe.

This position will be based in London.

What you will do

• Act as industry expert, able to clearly explain fundamental trends, the drivers of earnings and returns and the most appropriate means of valuation for the sector
• Provide a formal regular screening of the sector, focusing on highlighting areas of change and/or interest, where best ideas are most likely to be generated
• Discuss potential investments and present best ideas by writing timely buy/sell investment reports
• Be able to compare and contrast Industrials / Utilities / Materials stocks across regions, providing additional value to the stock selection process in the global equities funds
• Provide ongoing maintenance of stocks held in the portfolios by upgrading models and making recommendations, thus contributing to the overall performance
• Participate in reviewing peer company reports by reading and commenting upon them
• Participate in marketing and client service meetings as required

What you bring

• The ideal candidate is likely to be working in a similar role and will have 5 to 10 years of investment experience analysing European/Global equities, ideally gained in an international investment management firm
• All cap investment experience preferred and ideally growth at a reasonable price with a proven track record of alpha generation
• A passion for investing with high convictions (stock, sectors, countries) within a clear risk framework and with a sustainability mindset (ESG)
• Strong data, analytical and financial modelling skills; the ability to promote investment ideas proactively to portfolio managers
• A detailed working knowledge of European companies in the Industrials / Utilities / Materials sector currently or in the recent past
• Reasonable understanding of regional Industrials / Utilities/ Materials stocks for global comparative purposes
• Although the preference is for candidates with experience of the buy-side, sell-side experience may be considered where the candidate can demonstrate the ability to pick stocks successfully
• Excellent academic qualifications including a university degree plus a professional qualification; preferably an MBA, Chartered Accountant and/or alternatively a CFA and ideally an ESG CFA module
• Smart, quietly self-confident and decisive; with strong interpersonal and communication skills, both written and oral
• Multi-regional perspective with an interest in global cultures and willingness to travel
• Strong social values with an interest in environmental and ethical considerations
• Self-starter, hard-working and well organized; lots of initiative, drive, energy, enthusiasm and proactive in the promotion of new ideas
• Collegiate by nature; ability to work on multiple products across different teams - Growth, Thematic, Dividend/Value - as part of a close-knit team with a common goal
• Good relationship management skills and the ability to engage with clients
• Fluency in English both written and spoken is required, an additional language would be an advantage
• Experience with Microsoft CoPilot desired

What we offer

• We empower our employees by ensuring flexible work arrangements that maintain a balance between performance, productivity, career development and personal priorities (e.g., hybrid model/ flexible working hours)
• Securing your future: Access to company pension/savings plans
• Shared success: Company share purchasing plan
• Support for what matters: Mental health and wellbeing programs
• Investments in your career: Career opportunities within the entire Allianz Group
• Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
• … and so much more!