• Key responsibilities will include:Producing high-quality research on individual companies and market developments
• Forming clear views on what is driving equity markets and why it matters
• Assessing the relevance and likely market impact of new information as it emerges
• Monitoring existing investment theses, catalysts and changing risk/reward dynamics
• Supporting analysis across both long and short positions
• Reading and interpreting broker research, company announcements, earnings and market commentary
• Turning large volumes of news, research and data into concise and useful outputs for the lead investor
• Helping prioritise information based on what is genuinely relevant to investment decisions
• Supporting the development and refinement of proprietary stock-screening tools
• Using AI-assisted research, systematic screening and data analysis to improve idea generation and decision-making
• Helping determine which datasets, research inputs and information sources should be incorporated into the investment process
• Assessing whether data is being ingested and processed effectively and whether the quality of the output is sufficient
• Working closely with engineering and technology colleagues to improve research workflows, data pipelines and internal investment tools
• Helping ensure that investment information is structured, consistent and easy to act on

• We are looking for candidates with:Significant experience within equities, ideally in a hedge fund, asset manager, equity research or comparable markets environment
• Strong fundamental understanding of companies and the drivers of share prices
• The ability to form independent views rather than simply report the views of others
• Strong understanding of equity markets, including macro, rates, flows, positioning, sectors and factors
• The ability to distinguish genuinely important information from market noise
• Excellent judgement around the quality and relevance of research and data
• A highly structured and analytical approach to investment research
• Strong written and verbal communication skills
• Comfort working with large quantities of information under time pressure
• A technically curious and data-driven mindset
• Experience using AI tools as part of research or investment workflows
• An understanding of how technology and automation can improve the investment decision-making process
• Strong commercial judgement and an investor-first mentality

The opportunity should particularly appeal to somebody who enjoys fundamental investing and markets but also believes the traditional research process can be materially improved through better use of data, technology, and AI.

You will have significant exposure to the lead investor and considerable influence over how research is conducted, information is prioritised and the overall investment process develops.For the right individual, this offers the opportunity to become a central part of a growing investment team and play an important role in building a modern, technology-enabled equity investment platform.

Please contact FundManagement@octaviusfinance.com for a confidential discussion.