Multi Asset Analyst – Real Assets
Overview:
Due to the ongoing evolution of W1M, the Investment team is looking to add an additional member into our multi-asset team.
This is a developmental role for someone with exceptional research and analytical skills who is looking to take their career to the next level where you will have the opportunity to become the internal expert across core real asset classes, including Infrastructure, Natural Resources and Real Estate.
This is an exciting opportunity to work within a successful and highly 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. W1M retains its long-held conviction in the benefits to clients and investors of a genuinely global, active, high conviction and direct investment approach.
About the Company
W1M was founded with the merger of London & Capital and Waverton, two well established Wealth Managers who both have 40 years of history, in 2024. Since the merger we have gone from strength to strength growing from roughly 250 people to over 400 and increasing our AUM to around £27billion.
We focus on working with High and Ultra-High-Net-Worth individuals and families, Charities and Institutions offering a one stop shop for all wealth planning, investment and tax services including multi-jurisdictional situations.
Beyond our direct client relationships, we also maintain longstanding partnerships with Independent Financial Advisers providing access to our market-leading investment solutions.
We are continuing to expand with ambitious plans to increase our AUM to over £50 billion by 2030 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. We have a sociable culture with several team events throughout the year and a welcoming and supportive environment.
Key Accountabilities
- Sitting within the Multi Asset team the role will focus on providing investment research and idea generation for the listed Real Asset allocation. This will include detailed analysis and recommendations of investment trust and listed equities across real asset classes.
- Contributions to portfolio construction and positioning discussions across the multi-asset strategies managed by the team, while working with colleagues to continually evolve and improve the process.
- Maintain and improve the investment selection process across all real asset classes
- Assist in the coverage of listed investment company holdings with underlying real asset exposure.
- Analysis of portfolio holdings and new ideas which in turn will include arranging company meetings, broker interactions, company results and keeping on top of news-flow.
- Build network, attend conferences and increase knowledge of the real assets investment universe.
- Assist the team with specific research reviews/projects (e.g. Power, Grid and Decarbonisation themes).
- Provide holdings & attribution reports on a weekly and monthly basis for fund managers.
- Help fund managers and marketing team constructing pitch & update documents for client presentations.
Background and Experience desired
- Experience in an equity research analyst position - can be on buy or sell-side - covering at least one of the sectors this role will focus on (Infrastructure, Natural Resources, Asset Finance, Specialist Lending and Real Estate) with interest and desire to cover them all
- Strong analytical, numerical and quantitative skills with a clear interest in investment and financial markets
- Advanced user of Microsoft Office software, particularly Excel
- Knowledge and use of Factset, Morningstar and Bloomberg
- Highly articulate; being able to convey your thoughts and recommendations both verbally and effectively in writing
- High attention detail is imperative
About You
We are looking for someone who is curious, detail oriented and eager to further develop their career in research that may in time develop into a Portfolio / Investment Manager position.
You are likely to be:
- Currently working in research in a Bank or Investment firm with a passion for fully understanding markets and companies
- Be opinionated with the knowledge and confidence to effectively back-up your views
- Be open-minded and willing to learn
- Enjoy working as a team, sharing ideas and striving for a common goal
- Able to prioritise your own workload and manage your time effectively to ensure high quality output is provided within tight deadlines
Why Join W1M?
This is an opportunity to join a growing organisation at an exciting stage of its journey.
The role offers:
- Opportunity to take more responsibility and in due course full ownership of coverage across the sectors
- Chance to join a dynamic and top performing team providing essential research / thought leadership to affect our Real Assets and Multi Asset Funds, as well as discretionary private client portfolio’s.
- Career growth and development opportunities that in time could lead to managerial responsibilities and / or transitioning into an Investment Manager role.
- Be part of an organisation that values its people and enjoys working and socialising together
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.