- London - United Kingdom
We are seeking an Investment Analyst to join our team in our office in Mayfair, London. You will have responsibility for providing investment research and analytical support to the Chief Investment Officer and the Heads of illiquid fund and liquid fund investments.
About the role
Our team is small, so you will work across all asset classes, including public equity, credit, hedge funds, private equity, private credit and private real estate. You will also be involved in broader portfolio management issues including asset allocation, performance analysis and reporting. The role provides a wealth of opportunity to develop a detailed understanding of long-term multi-asset class investing.
How we work
With an eye on the future, we work with a strong collective purpose to offer considered and practical advice to the family and their businesses. Acting in the family’s best interest is, always, our primary focus. We are agile and nimble; we solve problems. Embracing a challenge is part of everyday life at Weybourne, and we are always up for a challenge! Innovation, courage of convictions and the drive to push new ideas through are qualities essential across all our teams.
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;
Investment function in single or multi-family office;
Investment function at direct investment fund or multi-asset investment fund;
Investment consultancy; and/or
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.
27 days holiday plus eight statutory bank holidays
Private medical and dental cover through Bupa
Performance related bonus
Eye care scheme
We are following the government guidelines regarding COVID19. At this time all interviews will be conducted via video or telephone. We’re taking these precautionary measures to protect both our employee and candidate wellbeing. Our Talent Acquisition team will work with you and provide further information as appropriate.