GlobalData

  • Thematic Research Analyst – Tech, media and telecom

    Job Locations UK-London
    Category
    Research
    # of Openings
    1
  • Overview

    GlobalData has recently launched a unique thematic research product designed to pick winners and losers in the global technology, media and telecom sectors, based on detailed research which feeds into a thematic model which we call our “thematic engine”. Our unique thematic methodology for valuing technology, media and telecom companies is based on their relative strength in the big investment themes that are impacting their industry. Whilst most industry or investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats.

     

    To do this, GlobalData’s Thematic Research team tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the global TMT sector.

    We produce three tiers of thematic reports to help our clients understand the winners and losers in a world of conflicting tech themes:

     

    • Multi-Theme: These reports cover all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.  Example reports: Tech and Media Themes 2018 (classified by sector) and TMT Predictions 2017 (classified by theme)
    • Sector Scorecard: These reports identify overall winners and losers in a sector based on all themes impacting that specific sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Live scorecards for each of our 18 sectors are available on our client portal, together with our up-to-date stock ratings. Example report: Music, Film and TV Sector Scorecard, Social media sector scorecard and Advertising Sector Scorecard

     

    Subscribers to this Thematic Product will also have access to our portal which contains the last five years of research, and our live scorecards for the 600 stocks we cover.

    What you will do

    • Write thematic research reports on the global tech, media and telecom sectors
    • Target audience is CEOs and CIOs so standard of writing and thought leadership must be high, although training and direction will be given
    • Gatekeeper to thematic models, notably our “thematic engine” which scores 600 TMT companies against 50 themes.
    • Incorporate data from other divisions of GlobalData into our single theme reports
    • Score companies in accordance with our thematic research methodology by speaking to all the tech sector experts in GlobalData’s tech team
    • Liaise with senior analysts in GlobalData’s Tech vertical to populate sections of thematic reports and to ensure they agree with thematic scores for companies they cover.
    • Liaise with Disruptor team and Digital Industries team to incorporate some of their thematic reports into ours
    • Potentially present reports to senior executives

    What you will bring to the table

    • Very strong report writing skills (target audience will be S&P500 CEOs)
    • Fluent English
    • Creative and lateral thinking
    • Excellent Microsoft Excel skills
    • Excellent Microsoft Word skills
    • Strong interpersonal skills
    • Unflappable when working under time pressure
    • Good knowledge of all GlobalData data and research products
    • Interested in technology, media or telecom industries
    • MBA would be beneficial (but not necessary)
    • Investment banking research background would be beneficial (but not necessary)

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