Global Sector Specialist - Financials

London, England, United Kingdom

11/27/2024

Who We're Looking For

A talented and courageous stock picker with a solid understanding of fundamental research and financial modelling that loves working in a team environment in which constructive challenge and diversity of views are highly valued.

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

The team

The Global and International Equities team invests in listed equities globally, delivering high conviction portfolios driven from bottom-up stock selection. The team also invests according to sector strategies. As at 30 September 2024, the team manages approximately $95 billion (including the US) with the capacity to run more than $100 billion.

The team's investment philosophy derives from the belief that stocks which deliver positive earnings surprise will produce superior long-term returns. The team believes in-depth fundamental research is the most reliable means of identifying such companies, and seeks to identify companies that are expected to deliver a positive earnings surprise over shorter and longer-term time horizons.

Allied to its focus on earnings surprise, the team seeks to appraise the fundamental risk of investing based on a multi-facetted approach, including operational, financial and non-financial risks.

The team's bottom-up analysis is supported by proprietary research into structural themes which the team believe are poorly evaluated by the market particularly in the context of their impact on company earnings e.g. demographics, disruptive innovation, and climate change. Team portfolios exhibit a growth bias.

What You'll Do

• Global Sector Specialists are the primary source of idea generation for team portfolios. You will conduct bottom-up fundamental stock selection, driven by proprietary fundamental research;
• Work closely with other in-house analysts, organised regionally by sector and located close to their markets;
• Analyse company attributes relative to global sector dynamics to find the best companies across regions that are expected to deliver forward earnings growth that will exceed the market's expectations and
• Present stock recommendations to the team at research meetings, with the Portfolio Managers selecting the highest conviction stocks for inclusion in portfolios. Responsibility for decision making for the portfolios is guided by the relevant Global Sector Specialist but rests with the team's Portfolio Managers.
  
  

The Knowledge, Experience And Qualifications You Need

• A thorough grounding in fundamental stock analysis, financial modelling, and in growth-oriented stock selection and
• Real conviction in stock-picking with an eye for detail.
  
  

The Knowledge, Experience And Qualifications That Will Help

• Experience in Financials (Banks, Financial services, and Insurance) sectors, although specific sector experience is not essential for the right candidate;
• A detailed knowledge of stocks within financials sectors with a thorough perspective on the factors that drive earnings surprise in these industries;
• A strong and demonstrable record of picking growth stocks which have added value to client portfolios over time, and
• Chartered Financial Analyst, Accountancy or similar qualifications.
  
  

What You'll Be Like

• A strong team player, comfortable in an environment where ideas are debated and challenged and
• Excellent communication skills (both written and verbal) and advocacy skills such that they can make and present a compelling case for, or against, the inclusion of stocks in the portfolios.
  
  

We Recognise Potential, Whoever You Are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.