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Overview:
Exciting opportunity for an equities analyst to take the next step in their career, working within a highly successful and well-regarded Investment team at an expanding Wealth and Investment Management leader.
The c.30-person Investment team has oversight responsibility for all firmwide equity, fixed income and alternative assets, as well as managing the £10bn fund range.
As part of the 10-person Equities team, this individual will be monitoring US stocks across all sectors that are owned within our Global Equity funds and / or included in our Global Recommended List, relevant peer group companies as well as contributing to new investment ideas.
This is an ideal role for anyone with a proven track record of providing detailed stock analysis and research commentary, through a fundamental and long-term investment process. Working alongside highly regarded and long-tenured colleagues, this presents a real opportunity to make a material contribution to the continued growth of the company.
About the Company
With over £24 billion in assets under management (AUM), a team of c.350 professionals across 5 global offices, W1M specialises in working with high-net-worth and ultra-high-net-worth individuals and families, charities, and institutions. Beyond our direct client relationships, we also maintain a longstanding partnership with Independent Financial Advisers, providing access to our market-leading investment solutions.
We are continuing to expand with ambitious plans to double our AUM in the next 4 years based on the foundation of the quality of advice and services we provide to our clients, alongside peer-leading investment performance.
Internally we are a highly collaborative organisation free from the politics and bureaucracy of larger firms that gives everyone the opportunity to make a real difference and enhance the way we work.
Key Accountabilities
Background and Experience required
Competencies and Personal Skills
Equal Opportunity Statement
W1M is an equal opportunities employer and in accordance with the rules regarding discrimination in the Equality Act 2010, we welcome applications from all suitably qualified persons.