Equity Strategist

Job Description:

An Equity Strategist develops comprehensive investment strategies and recommendations based on market analysis, economic trends, and financial data to guide investment decisions in equities.

Job Category:
Financial Services

What you will do:

As an equity strategist, you will be:

  • Analysing economic trends, market conditions, and industry developments to inform equity investment strategies
  • Developing recommendations for constructing and adjusting equity portfolios to achieve specific investment goals
  • Identifying potential risks and assessing their impact on equity investments
  • Providing insights and guidance on when to buy, hold, or sell equities based on market conditions and company analysis
  • Determining the appropriate allocation of equities within a broader investment portfolio
  • Conducting thorough research on individual companies, sectors, and industries to identify potential opportunities
  • Evaluating macroeconomic factors and geopolitical events that could impact equity markets
  • Interacting with clients, fund managers, and investment teams to explain strategies and outcomes
  • Utilising financial models, data analysis tools, and historical data to make informed decisions
  • Tracking the performance of equity investments and adjusting strategies as needed
  • Providing expertise on industry-specific trends and potential impacts on equity investments
  • Creating reports, presentations, and market commentaries to communicate investment strategies to stakeholders
  • Ensuring that investment strategies align with relevant regulations and guidelines
  • Staying updated with market developments, economic trends, and investment innovations


You will need:

  • knowledge of financial markets and financial modelling
  • knowledge of economic trends and industry dynamics
  • knowledge of risk management and regulations
  • knowledge of investment strategies and asset allocation
  • a strong grasp of quantitative analysis and data interpretation

As well as:

  • analytical thinking skills
  • critical judgement and decision-making skills
  • adaptability skills
  • effective communication skils
  • the ability to pay attention to detail
  • teamwork skills
  • stress management
  • negotiation skills
Illustration of employee looking at workspace

Entry Requirements:

To become an equity strategist, it’s important to have a strong educational foundation. While specific requirements can vary, the following GCSE subjects are generally beneficial:

  1. Mathematics: Proficiency in math is crucial for analysing financial data, calculating ratios, and understanding investment metrics.
  2. Business Studies or Economics: These subjects provide insights into economic concepts, market dynamics, and business fundamentals.
  3. English: Effective communication skills are essential for presenting research findings and conveying insights to colleagues and clients.
  4. Statistics: Understanding statistical concepts helps in interpreting data and drawing meaningful conclusions.
  5. Additional Science or Computer Science: These subjects enhance analytical thinking and quantitative skills, which are important for financial analysis.

While these subjects create a solid base, keep in mind that becoming an equity strategist typically requires higher education, often a bachelor’s or master’s degree in finance, economics, business, or a related field. Admission to university programs might consider your GCSE subjects alongside A-levels (or equivalent qualifications) and relevant experiences. It’s advisable to research the specific requirements of universities or colleges you’re interested in and seek guidance from academic advisors to tailor your educational path accordingly.

To become an equity analyst, you need the following qualifications and requirements:


Start with a bachelor’s degree in finance, economics, business, accounting, or a related field.

Master’s Degree (Optional)

While not always required, a master’s degree in finance, business administration (MBA), or a related area can enhance your prospects, especially for advanced roles.

Internships or Experience

Gain relevant experience through internships, entry-level positions, or participation in investment clubs.

Certifications (Optional)

Consider certifications like Chartered Financial Analyst (CFA) for added credibility and skill validation.

Working Hours and Environment:

Equity strategists generally work standard office hours, analysing data and trends in office settings, with potential for longer hours during active market periods, and occasional travel for meetings or conferences.

Career Path & Progression:

The typical equity strategist career path involves starting as an entry-level analyst, advancing to equity strategist roles, potentially moving to senior strategist or portfolio management positions, and exploring options like consulting, academia, or entrepreneurship.