Equity Analyst, Industrials

Who we’re looking for

A talented stock picker focused on the Industrial sector with a solid understanding of fundamental research and financial modelling that has strong communication skills and is willing to be held accountable to their recommendations.

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.

Location

The role is based in Schroders’ New York Office, but supported with all the tools necessary to work remotely when required. 

The team

The US Small and Mid Cap Team is comprised of five senior investment analysts that cover three different strategies across the spectrum of Small, SMID and Mid Cap stocks. The team manages approximately $7.5 billion with the capacity to run more than $15 billion.

The team's investment philosophy is anchored in quality first, with a focus on inflecting fundamentals and rising returns. A valuation discipline is critical in assessing downside risk, as is an understanding of making recommendations with less than perfect information. 

With a focus on the financial metrics that drive returns, the portfolio allocates investments across three “alpha sources”, mispriced growth, steady eddies, and turnarounds.

What you’ll do

• Our analysts are the primary source of idea generation for team portfolios. You will conduct bottom-up fundamental stock selection, driven by proprietary research;

• Work closely with the Portfolio Manager and Head of Research to identify the best opportunities to outperform the Industrials Sector. 

• Investment recommendations will be assessed relative to the Industrials universe across the different strategy benchmarks (Russell Small, SMID and Mid Cap benchmarks). 

• Present stock recommendations and investment packs to the Portfolio Manager and Head of Research and actively discuss weightings in each name within the Industrials Sector.

• Summary: This position is an integral part of the Small Cap Team to cover the Industrials sector within the Small and Small/Mid Cap Portfolios.  This position will be involved in all stages of the investment process from sourcing opportunities, analyzing investments for inclusion in the portfolio and assisting portfolio manager in committing capital.

The knowledge, experience and qualifications that you need 

• A minimum of 10 years in the Financial industry, with a minimum of 5 years covering Industrials

• A thorough grounding in fundamental stock analysis, financial modelling, and the Small and Mid-Cap Industrial sector.

• A detailed knowledge of stocks within Industrial sectors with a thorough perspective on the factors that outperform across different parts of the market and economic cycle;

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.

Compensation

Schroders offers a base salary in a range of $200,000 to $240,000 for this position.

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

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 can help us achieve this goal. We are a proud equal opportunity employer and ensure fair employment practices without regard to race, color, national origin, age, disability, sex, sexual orientation, gender identity, religious beliefs, veteran status, or any other protected characteristics.