Closing date: Sunday, 2 February 2025
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 a Managing Partner, Investments in the team.
This role is part of the Direct Equities team within the Investment division. Wellcome’s Investment portfolio of £37.6 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. Our directly held public equities consist of a reasonably concentrated roster of high quality, large and mega cap companies that we can own for a long period of time. We are looking for resilient business models that can compound at attractive rates over time and aim to use interim volatility to our advantage.
What will I be doing?
The Investment Analyst will cover existing holdings in directly held public equities and conduct research on potential new investments. This includes fundamental research and analytical work, as well as building and maintaining relationships with company management teams, boards and other industry participants.

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 directly held listed equities.
• Assist in the monitoring and review of existing public equity holdings, and evaluation of new opportunities.
• Research investment ideas to contribute to the wider portfolio.
• Actively network and promote Wellcome in the investment industry. Liaise with third parties, including company management teams and boards, sell side analysts and other buy side investors.
• 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 great 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 listed equities, primarily globally diversified large and mega cap companies.

We are looking for someone with:

• Demonstrable experience of researching and analysing public equities, either on the buy side or sell side.
• Strong quantitative and qualitative analytical skills, including complex financial modelling
• Experience of delivering key projects/pieces of work to a high standard within tight deadlines.
• Ability to build strong relationships with counterparties and colleagues, while resolving any conflicts in a confident and constructive manner
• Excellent IT skills, including proficiency in Excel.
• Knowledge of Wellcome’s mission of key strategic priorities and how role relates to these.
• Ability to work on multiple pieces of work across stakeholder groups.

To apply please upload your current CV and complete our short application
Interview dates: W/c 17 February
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
jobs@wellcome.org
.
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
.

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Please refer the Job description for details