Off-Cycle Intern - Buy-Side Equity Analyst (Global Equities)
Résumé de l'offre
À propos de l'entreprise
Piquemal Houghton Investments (PHI) is an independent Asset Management firm based in Paris. We run a concentrated portfolio of 25 - 30 listed global equities, with no benchmark constraints, allowing us to remain forward-looking. Our approach is to invest in growth companies that combine durable competitive advantages (a principle dear to Warren Buffett) with a reasonable valuation (the valuation discipline of Benjamin Graham). This rigorous, selective process is designed to deliver strong resilience and returns close to the level of expected growth.
Description du poste
As part of the investment team, you will be involved in the following:
• Fundamental research: in-depth analysis of listed companies worldwide, with regular presentations to the investment team.
• Investment thesis and valuation: writing investment memos and estimating intrinsic value and margin of safety.
• Portfolio monitoring: tracking quarterly results, updating theses, and joining calls with company management, sell-side analysts, and industry experts.
• Internal projects: contributing to sector studies, ESG implementation, and investor reporting.
Profil recherché
Send your CV, along with a short write-up (1 page maximum) on a listed company you think PHI should invest in (optional).