One of the best equity fund management houses in the UK is looking to add a Senior Researcher / Junior Portfolio Manager to its equities team. This highly successful and established group applies a systematic framework to fundamental ideas, running high‑conviction global equity strategies that sit between traditional active and passive investing. It is a natural home for fundamental stock‑pickers who are excited about using modern quantitative tools to scale their investment thinking.

This is a chance to join a leading global asset manager’s systematic equity team, working on high‑conviction global strategies that bridge the gap between stock‑picking and index‑like efficiency. The team uses a robust quantitative framework to analyse a very broad global stock universe, combining systematic stock selection with clear, intuitive fundamental insights. You would be part of a long‑established, well‑resourced platform that has spent many years refining its process and building a strong, diversified track record within a large global equities business. For someone who enjoys public‑market investing, wants to scale fundamental ideas through data and models, and ultimately aspires to be a Portfolio Manager, it offers both intellectual stretch and a visible path to greater responsibility.

This opportunity is suited to candidates who think like fundamental investors but are comfortable working with data, models and tools. They should combine analytical rigour with genuine insight into valuation, business quality and the drivers of long‑term stock performance, and be keen to use systematic techniques to make that insight more consistent and scalable.

Key responsibilities:

1. Lead research projects to strengthen the team’s assessment of valuation, business quality and evolving risks across global equities.
2. Analyse company financial data alongside broader market datasets to deepen stock‑level insight and support systematic stock selection.
3. Translate research into practical improvements to stock selection signals and portfolio construction.
4. Work closely with portfolio managers to refine investment approaches and respond to changing market conditions.
5. Present clear, well‑reasoned conclusions and contribute to a collaborative research and idea‑generation culture.

Experience required

1. 6+ years’ experience within equity markets, ideally in asset management or a systematic/quantamental setting.
2. Strong understanding of fundamental company analysis and equity valuation frameworks, with a clear passion for stock‑picking.
3. Excellent communicator
4. Experience of quantitative modelling or data analysis (for example factor models, portfolio optimisation, risk systems, or large‑scale equity datasets).
5. Working knowledge of portfolio management concepts and benchmark awareness.
6. Confidence working with equity market and financial statement data.
7. Familiarity with modern quantitative tools; programming experience (for example Python) is advantageous but not essential.

The position offers a clear long‑term progression path into portfolio management.

Due to the increased number of applications for this role, we will only respond to candidates whose experience most closely matches the criteria.

At our company, we prioritise equity throughout the recruitment process and are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.Top of Form