Investment Analyst jobs in United States

Closing date: Thursday, 6 March 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 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. 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.

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.
• Assist in the monitoring and review of existing liquid market managers, and evaluation of new opportunities.
• 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.
• Contribute to a diverse and inclusive culture across the organisation.

Is this job for me?

We are looking for people with a strong interest in long term investing. The successful candidate will have high levels of integrity and strong relationship management skills.

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.
• Strong basic IT skills, including proficiency in Excel.
• Adaptability and flexibility to work across the Investment team.

To apply please upload your current CV and complete our short application.

Our Hybrid Way of Working

At Wellcome we have a hybrid way of working which is 3 days in our Euston Road offices 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.