Job Description

Job Description Our client is a prestigious and historic family office based in Monaco. It is looking for a Senior Public Equity Analyst to join its investment team. The appointed candidate will report to the Public Equity Portfolio Manager and will be responsible for the fundamental, bottom-up research that underpins a long-only public equity portfolio of large-cap global stocks, managed with a mid-to-long-term investment horizon. The Analyst will own the day-to-day research coverage of portfolio holdings and watchlist companies: building and maintaining DCF-based valuation models, carrying out quantitative and qualitative due diligence, and processing every piece of new information that could affect an investment thesis. The Analyst will also be expected to bring forward original ideas. The candidate will work in a small team with a high degree of autonomy and direct exposure to investment decisions. They must combine technical excellence with sound judgement, humility about what cannot be known, and the discipline to keep their work current without being asked. Your Role and Contributions Build valuation models: construct detailed, fully integrated financial models and DCF valuations from scratch on new companies, cross-checked with trading multiples and bull, base and bear scenarios, to derive intrinsic value, expected five-year returns and a target entry price Keep models continuously up to date: maintain the models for portfolio holdings and watchlist names, incorporating results, guidance changes, corporate actions, due diligence findings and other material information, and promptly flag any change to intrinsic value or to the investment thesis Conduct market and sector research: map industry structure, value chains, competitive dynamics and pricing power, identify and monitor structural trends, and form a view on which companies are positioned to be long-term winners or losers Perform quantitative due diligence: analyse financial statements in depth, including quality of earnings, accounting policies and adjustments, cash conversion, returns on invested capital, unit economics, balance sheet strength and track record of capital allocation Perform qualitative due diligence: assess the business model and durability of competitive advantages, management quality and track record, incentive and remuneration structures, ownership and insider alignment, governance and corporate culture Monitor the information flow: follow earnings calls, capital markets days and regulatory filings, read broker research critically, track competitors, and distil what matters into concise written takeaways for the Portfolio Manager Carry out primary research: prepare and lead calls with the expert network, attend industry and broker conferences, meet company management and investor relations teams, and write up findings with clear implications for the thesis and the model Expand the watchlist and support decisions: grow the universe of fully researched companies, maintain the tracker of target entry prices against current prices, write investment memos, present and defend recommendations, and contribute to idea generation Support internal reporting and operations: assist the Portfolio Manager in preparing internal presentations and periodic portfolio reporting and, when required, support the back-office team with outputs relating to the public equity book Requirements Experience and skills Approximately 3 to 7 years of relevant experience in buy-side or sell-side equity research, or in investment banking, private equity or corporate valuation with a demonstrable interest in public markets; prior buy-side experience in a fundamental, long-term strategy is preferred Technically strong, with advanced financial modelling skills, a proven ability to build three-statement and DCF models from a blank sheet, and expert command of Excel Solid grounding in accounting and corporate finance, able to read through reported numbers, identify adjustments and spot aggressive accounting Experience engaging with company management, industry experts and/or sell-side analysts, with the confidence to ask difficult questions Excellent written and verbal communication in English, with the ability to summarise complex situations clearly and briefly; additional European languages are an advantage Strong academic background in finance, economics or a quantitative discipline Proficiency with market data platforms such as Bloomberg and/or FactSet Personal characteristics A discreet and collaborative posture, with the tact and sense of confidentiality needed to integrate well within a family office structure Effective at engaging with others and working as part of a small team Intellectually curious, with a long-term mindset and openness to learning and change within a Family Office setting Clear communicator, able to articulate thinking, concepts and proposals to a wide range of audiences and to present concisely Engaging and open style, able to build relationships across stakeholders, including the Family and the wider organisation Sound judgement and a considered approach to decision-making, including in complex or sensitive situations High personal standards of professionalism and integrity, with a consistent and disciplined approach Benefits Benefits Autonomy and direct exposure to investment decisions within a small team Opportunity to contribute original ideas within a long-term investment approach Prestigious, historic Monaco-based family office environment