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**Global Sector Specialist (Communications Services) - London** As the Global Sector Specialist, you'll drive conviction stock-picking for the Communications Services sector, leveraging your deep understanding of fundamental research and financial modelling. In this senior role, you'll collaborate with regional analysts to identify companies delivering forward earnings growth and excel in presenting recommendations to the portfolio team. **Responsibilities:** - Conduct bottom-up fundamental stock selection, driven by proprietary research - Work closely with regional analysts, analysing sector dynamics and finding best companies across regions - Present stock recommendations to the team and portfolio managers **Requirements:** - Proven track record of alpha generation in stock-picking and deep sector expertise in Communications Services - Strong financial modelling skills and growth-oriented focus - Chartered Financial Analyst or similar qualifications - Experience of analysing stocks within the Communications Services sector - Excellent communication skills and ability to make compelling cases for stock inclusion **Nice to have:** - Experience working in closely related industries such as digital advertising or media - Understanding of various market environments - Innovative mindset and willingness to embrace change Schroders, a global investment manager, values diversity and is an equal opportunities employer. We're committed to providing an inclusive culture where everyone can thrive.

Compensation: Not specified GBP
City: London
Country: United Kingdom

Full Job Description

Location: London, United Kingdom

Global Sector Specialist

Who were looking for

A talented and courageous stock picker with a solid understanding of fundamental research and financial modelling that loves working in a team environment in which constructive challenge and diversity of views are highly valued.

Application Process

As part of your application, please submit a cover letter outlining your current sector exposure and background. For this role, we require someone with experience working across the Communications Services sector, or a closely related industry such as digital advertising, media or technology etc.

About Schroders

Were 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 weve been around for over 200 years, but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

The team

The Global and International Equities team invests in listed equities globally, delivering high conviction portfolios driven from bottom-up stock selection. The team also invests according to sector strategies. As of 31

March 2026, the team manages approximately $125 billion.

The team's investment philosophy derives from the belief that stocks which deliver positive earnings surprise will produce superior long-term returns. The team believes in-depth fundamental research is the most reliable means of identifying such companies, and seeks to identify companies that are expected to deliver a positive earnings surprise over shorter and longer-term time horizons.

Allied to its focus on earnings surprise, the team seeks to appraise the fundamental risk of investing based on a multi-facetted approach, including operational, financial and non-financial risks.

The team's bottom-up analysis is supported by proprietary research into structural themes which the team believe are poorly evaluated by the market particularly in the context of their impact on company earnings e.g. demographics, disruptive innovation, and climate change. Team portfolios normally exhibit a growth and quality bias.

What youll do

Global Sector Specialists are the primary source of idea generation for team portfolios. You will conduct bottom-up fundamental stock selection, driven by proprietary fundamental research;
Work closely with other in-house analysts, organised regionally by sector and located close to their markets;
Analyse company attributes relative to global sector dynamics to find the best companies across regions that are expected to deliver forward earnings growth that will exceed the market's expectations and
Present stock recommendations to the team at research meetings, with the Portfolio Managers selecting the highest conviction stocks for inclusion in portfolios. Responsibility for decision making for the portfolios is guided by the relevant Global Sector Specialist but rests with the team's Portfolio Managers.

The knowledge, experience and qualifications you need

A thorough grounding in fundamental stock analysis, financial modelling, and in growth-oriented stock selection;
Real conviction in stock-picking with an eye for detail, and
A proven track record of alpha generation

The knowledge, experience and qualifications that will help

Experience in analysing stocks within the Communication Services Sector;
A detailed knowledge of stocks within Communication Services sector with a thorough perspective on the factors that drive earnings surprise in these industries;
Understanding of equity markets and knowledge of investing through different market environments, and
Chartered Financial Analyst, Accountancy or similar qualifications.

What youll 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, and
Willingness to embrace change, innovate, and try new ways of working.

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, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

Full Job Description

Location: London, United Kingdom

Global Sector Specialist

Who were looking for

Application Process

About Schroders

Were 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.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

The team

March 2026, the team manages approximately $125 billion.

Allied to its focus on earnings surprise, the team seeks to appraise the fundamental risk of investing based on a multi-facetted approach, including operational, financial and non-financial risks.

What youll do

Global Sector Specialists are the primary source of idea generation for team portfolios. You will conduct bottom-up fundamental stock selection, driven by proprietary fundamental research;
Work closely with other in-house analysts, organised regionally by sector and located close to their markets;
Analyse company attributes relative to global sector dynamics to find the best companies across regions that are expected to deliver forward earnings growth that will exceed the market's expectations and
Present stock recommendations to the team at research meetings, with the Portfolio Managers selecting the highest conviction stocks for inclusion in portfolios. Responsibility for decision making for the portfolios is guided by the relevant Global Sector Specialist but rests with the team's Portfolio Managers.

The knowledge, experience and qualifications you need

A thorough grounding in fundamental stock analysis, financial modelling, and in growth-oriented stock selection;
Real conviction in stock-picking with an eye for detail, and
A proven track record of alpha generation

The knowledge, experience and qualifications that will help

Experience in analysing stocks within the Communication Services Sector;
A detailed knowledge of stocks within Communication Services sector with a thorough perspective on the factors that drive earnings surprise in these industries;
Understanding of equity markets and knowledge of investing through different market environments, and
Chartered Financial Analyst, Accountancy or similar qualifications.

What youll 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, and
Willingness to embrace change, innovate, and try new ways of working.

We recognise potential, whoever you are

Global Sector Specialist

Full Job Description

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Full Job Description

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