Job Summary:
This is a key role within the investment team, responsible for generating high-quality research and recommendations on Food & Beverage companies.
Responsibilities
1. Interface with sell-side research, industry participants, and company representatives to screen investment ideas and manage information flow.
2. Analyse research materials on companies, sectors, and economic trends to identify opportunities and risks.
3. Gather market data, prepare screens, and track trends in stocks to inform investment decisions.
4. Monitor markets and perform industry and sector analysis to stay ahead of market changes.
5. Aggregate industry-specific data and company data to generate predictive analytical models and produce previews before quarterly earnings reports.
6. Bulletin Company Reports: Regularly update financial models and views on 20-30 companies across the Food, Beverage, and Household & Personal Products industries. Develop Buy or Sell recommendations for Portfolio Managers.
7. Generate trading ideas through research projects, identifying timely market opportunities and implementing strategies to generate profit and loss.
8. Prioritise work in fast-moving, high-pressure environments while maintaining attention to detail and thoroughness.
9. Assist in other projects and duties as requested.
Qualifications / Skills Required
1. Masters Degree in Finance required.
2. At least 5 years experience in a global sell-side investment firm essential.
3. Minimum 3 years experience covering Food or Beverage equities required.
4. Familiarity with advanced financial modelling, data analysis, and Microsoft Excel skills.
5. Extensive experience in Bloomberg and knowledge of BDP, BDH, and BQL formulas.
6. Strong ownership of work, quick learner, detail-oriented, and high sense of urgency.
Key Requirements:
* Familiarity with Consumer Staples specific data sources (Nielsen, NABCA, BNIC, Euromonitor).
* Advanced user of Bloomberg and acquaintance with BDP, BDH and BQL formulas.
* Excellent analytical and problem-solving skills.
* Ability to communicate complex ideas effectively.
* Demonstrable passion for investing and drive to succeed in a fast-paced environment.