Investment Analyst, Active Manager Selection
Contract type: Permanent
The Wellcome Trust is a global charitable foundation. We improve health for everyone by funding science, leading policy and advocacy campaigns, and building partnerships.
We plan to spend £16bn over the next ten years, funding new discoveries in life, health, and wellbeing, and taking on three global health challenges: mental health, infectious disease and climate and health.
These challenges need the bold science we support, but they won't be solved by science alone.
We are looking for an Investment Analyst to join our team.
Where in Wellcome will I be working?
You will be working within the Investment team reporting to one of the Principals in the team.
This role is part of the Active Manager Selection team within the Investment division. Wellcome's Investment portfolio of over £37 billion is diversified across asset classes and geographies with an objective of generating returns to fund the charitable mission and at least preserve the endowment in real terms long-term.The Active Manager Selection team looks to identify the strongest long only equity managers and hedge funds investing in a range of liquid markets around the world. We seek to identify talented investors with well-defined, high quality processes to provide us with diversified sources of returns to enable us to meet our portfolio return target.
What will I be doing?
The Investment Analyst will undertake analytical, monitoring and relationship management work for the Active Manager Selection team, as well as wider work across the portfolio to directly inform decision making and assist the Investments team in the delivery of its investment objectives.
As an Investment Analyst , you will:
- Provide qualitative and quantitative analytical skills to the portfolio management team, which is responsible for investing directly and indirectly across all investment asset classes, with a specific focus on active manager selection
- Assist in the monitoring and review of existing liquid market managers, and evaluation of new opportunities, research investment ideas to contribute to the wider portfolio
- Assist in the negotiation of legal terms in accordance with Wellcome's requirements
- Utilise financial analysis and investment judgement to inform portfolio decisions
- Actively network and promote Wellcome in the investment market as well as liaise with third parties, including external managers, consultants and advisers
- Contribute to a diverse and inclusive culture across the organisation, collaborating across departments.
Is this job for me?
We are looking for people with a strong interest in long term investing. People who will thrive in this role are those who are intellectually curious, pro-active, and who enjoy working as part of a team to provide healthy challenge and analyse qualitative and quantitative data to identify good investments.The successful candidate will have high levels of integrity and strong relationship management skills. You will have the opportunity to build your career as a globally-oriented, long term investor, with experience across a range of asset classes, but focusing in particular on active managers investing in liquid markets.
We are looking for someone with:
- Experience of working in an investment management or financial services organization
- Ability to build strong relationships with counterparties and colleagues, while resolving any conflicts in a confident and constructive manner.
- Strong basic IT skills, including proficiency in Excel as well as strong quantitative and qualitative analytical skills, including basic financial modelling
- Adaptability and flexibility to work across the Investment team, critical thinker, objective, inquisitive and great attention to detail
To apply please upload your current CV and complete our short application
Interview dates: W/c 17 and w/c 24 March
You can view the full job description on our website
You can read more about the benefits we offer our employees on our website
Our Hybrid Way of Working
We understand that our colleagues have commitments and personal interests outside of work and we strive to build a flexible working environment, in which people can perform at their best.
At Wellcome we have a hybrid way of working which is 3 days in our Euston Road offices (Tuesday, Wednesday and Thursday) with the remaining 2 days working either remotely or in the office.
Diversity and Inclusion is at the heart of everything we do
Diversity and Inclusion is a priority at Wellcome. We are committed to cultivating a fair and inclusive environment, where everyone can be themselves and thrive. We are happy to discuss flexible working options for all roles. We work to ensure that our recruitment processes are as inclusive as possible to everyone.This includes making adjustments for people who have a disability or long-term condition. Please visit our website for more information on adjustments and accessibility, or contact us at .
Upon a conditional offer being made, the successful applicant for this position will be required to undertake a Basic Disclosure and Barring Service (or equivalent) criminal record check to disclose any 'unspent' criminal convictions or conditional cautions under the Rehabilitation of Offenders Act 1974.The criminal record check with not show anything that is 'spent'.
For further guidance on disclosure of criminal records please see this UK Government Guidance. You can view our Policy Statement on the Recruitment of Ex-offenders here. You can view our Privacy Statement here.