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