Investment Analyst

About you

Responsibilities 

You will be responsible for a broad range of investment management activities, including: 

• Screening and due diligence on external managers, funds or direct positions across all asset classes; 

• Monitoring of current investments through manager meetings, conferences, fund document reviews, inclusive of the provision of performance analysis and written commentaries; 

• Preparation of monthly performance reports and Investment Committee materials, including performance, attribution and exposure analyses;  

• Maintenance and improvement of various proprietary portfolio management, cash flow, reporting and risk systems; and 

• Research into economic, industry and financial market trends to help inform asset allocation decisions and to fuel investment idea generation. 

• Developing and maintaining positive working relationships across the company and other family office entities.  

• Commitment to developing yourself within your role – undergoing training where necessary. 

• Proactively promoting and maintaining high standards work – taking initiative to resolve and/or draw attention to areas that don’t meet required standards or any issues that arise. 

• Conducting yourself in line with the Weybourne Values. 

• Any other ad hoc duties. 

Qualifications / Experience 

• Experience in an investment related role is preferred, but not essential; a strong grasp of financial concepts is preferred.  

• Experience can include but is not limited to any of the following areas:  

• Investment banking or capital markets;  

• Asset management; 

• Investment function in single or multi-family office;  

• Investment function at direct investment fund or multi-asset investment fund; 

• Investment consultancy; and/or 

• Financial advisory. 

• Prior experience in this field is not essential; however, a strong grasp of financial concepts is preferred. 

• Where experience is not directly investment related, a candidate must have a demonstrable interest in transitioning to financial markets investing. 

• Strong candidates will be undertaking or have completed further professional studies (e.g. CFA, IMC, ACA). 

• A strong understanding of financial markets. Experience of investing across one or more asset classes and portfolio analysis is useful, but not required. 

• Outstanding academic background with demonstrated analytical capabilities, detail orientated and excellent written English. These capabilities will be tested during the recruitment process. 

• Advanced excel skills and good knowledge of Microsoft Office. 

• Previous experience with Bloomberg is helpful but not essential as training will be provided. 

• As part of a small team, we are looking for a candidate who demonstrates Weybourne’s core values, someone who takes pride in using their initiative, in being flexible and agile in times of change and who demonstrates integrity and loyalty to the family, our colleagues and our stakeholders.