Established in 2013, Weybourne manages investments and provides financial and other professional support to a High Net Worth family, their estates, and business interests. The latter covers a wide range of sectors, including farming, aviation, financial investments, commercial and residential property, music and several others. We currently have a team of around 65 employees, whose roles cover accountancy, financial control, tax and treasury, property and investment management, security, risk, and HR based in the both the UK and Singapore (where the Group Head Office is located).

Our employees are offered a competitive reward package and the opportunity to work in a challenging and diverse environment. We’re really passionate about learning and have a strong focus on development through external courses, progression opportunities and cross skilling. We are proud of our well being offering and comprehensive employee engagement strategy.

How we work:
We work with a strong collective purpose to offer considered and practical advice. We are agile and nimble; we solve problems. Embracing a challenge is part of everyday life at Weybourne, and we embrace this. Innovation, courage of convictions and the drive to push new ideas through are qualities essential across all our team.

Overview - Role and Department:

We are seeking an Investment Manager to join our London based team. The successful candidate will have responsibility to develop investments in long biased equity strategies in the portfolio, whilst maintaining responsibilities across the Investment Business, providing support to the Chief Investment Officer (CIO), head of private markets and head of public market investments.

The successful candidate will be responsible for a broad range of investment management activities, including:

• Develop strategy for long biased equity strategies.  Be the thought leader for the Investment Business in this area, attending industry events and building out network to increase the breadth and depth of idea sources.  Lead on execution of strategy for this part of the portfolio.
• Source and screen new investment opportunities across all asset classes.
• Lead underwriting of external managers across all asset classes including effective management of external consultants (operational due diligence, legal and tax) where appropriate.
• Lead execution of investment in external managers and funds across all asset classes.
• Prepare and present Investment Advisory Committee (“IAC”) recommendation papers for new investments.
• Monitor fund manager performance including review of monthly/quarterly/annual reports and review meetings with the managers, providing performance analysis and written commentaries.
• Oversee preparation of monthly performance reports and IAC materials, including performance, attribution and exposure analyses.
• Maintain databases to track, assess and monitor the performance of both individual investments and the overall portfolio.
• Maintain and develop contacts in the industry.
• Support investment operations as required including trade and cash planning, preparation of documentation for new investments and foreign currency hedging.
• Support preparation of ad-hoc presentational materials for other meetings, for example, Boards, Property Advisory Committee or Non-Executive Director updates.
• Interaction with wider Family Office team as necessary to support information requirements to produce statutory accounts, tax computations and treasury.
• Provide day-to-day guidance, mentoring and training of Investment Analysts.
• Research into economic, industry and financial market trends to help inform asset allocation decisions and to fuel investment idea generation, including attending conferences.  Recommend opportunistic investments which may result.
• Support the CIO and investment team with ad-hoc projects.

Requirements

Qualifications/Experience

• Demonstrable relevant experience at a similar level, whether in an asset management firm or in an investment role in a single or multi-family office, endowment, foundation or investment consultancy firm.
• Strong candidates will have completed further professional studies (e.g. CFA).
• 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, good knowledge of Microsoft Office and Bloomberg.

Benefits

• Discretionary bonus scheme;
• Foodie Friday - free lunch on Fridays;
• Private medical and dental cover;
• Digital concierge service;
• Backup care support;
• Charitable Giving via payroll (Give as You Earn);
• Cycle to work scheme;
• Electric Vehicle scheme;
• 27 days holiday (plus bank holidays);
• Free annual flu jab;
• Free eye test;
• Life assurance;
• Pension scheme;
• Employee Assistant Programme; and
• Access to product discounts.