US Equities Analyst (US equity experience preferred but not essential)

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

• Providing detailed financial analysis, attending conference calls, participating in management meetings (including those as part of organised US trips), writing research notes (initial detailed thesis, quarterly updates, meeting updates etc.) along with summary stock slides and keeping portfolio managers across all channels (Private Clients, Charities, Advisor Solutions, Insurance Solutions) up to date. This will include meeting analysts and brokers as well as staying on top of news-flow.
• Support the team with its Responsible Investment initiatives (integration of ESG into our fundamental research, direct & collaborative engagement, voting). Waverton (now part of W1M post-merger) has been a signatory to the UN PRI since 2019 and to the UK Stewardship code since 2022.

Background and Experience required

• Circa 3~6 years equity research experience – ideally covering US stocks but we are more interested in the quality of your output than a particular sector / geographical focus.
• Able to evidence personal research production.
• Strong analytical, numerical and quantitative skills, with a clear interest in investment / financial markets who can show a rationale why a US focus (if not evidenced by experience) appeals.
• Experience using financial research platforms such as FactSet or Bloomberg.
• CFA Level 3, ACA or similar qualifications are essential.

Competencies and Personal Skills

• Excellent verbal and written communication, teamwork and relationship building skills. Ability to communicate complex messages clearly to a variety of audiences.
• Attention to detail is vitally important: the ability to carry out tasks to a high standard, work independently when required and look for ways to improve productivity.
• Ability to plan, organise and prioritise assignments while producing high quality work to tight deadlines.

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.