Wealthify
Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. We’re here to inspire anyone to build their future wealth, and we do this by making investing easy, affordable, and accessible.
We’re rapidly growing, and so we’re hiring talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to our customers.
Our team is engaging, inquisitive, and inclusive, reflecting many different beliefs and backgrounds. We welcome people who can bring a new way of thinking to our team, and work towards a shared goal to deliver an exceptional investment experience.
What your job will be:
The successful candidate will work closely with, and in support of, the existing team of CIO and Investment Managers to manage investor portfolios, with a primary focus on long run superior risk adjusted returns. The role encompasses all aspects of portfolio management including macro-economic research, fund research and selection, risk management, process improvement and client engagement.
Skills we’re looking for:
We value simplicity, communication, teamwork, trust, and confidence. These core values are what make us tick and keep us all on the same page - not just with how we work individually, but how we engage with each other and the service we offer.
1. Relevant Bachelor’s Degree essential, preferably from a maths, economics, or finance-based discipline.
2. Level 4 qualifications (IMC or IAD equivalent) is a must, or willingness to obtain within 2 months.
3. Relevant Masters, and/or additional Level 7 qualifications a plus.
4. Demonstrated enthusiasm for investment and markets. Comfortable making investment recommendations and having them challenged.
5. Experience of macro-economic strategy, including making investment recommendations.
6. Experience of third-party fund analysis and selection, including making investment recommendations.
7. Ability to form market relationships and assist in portfolio analysis essential.
8. Ability to manage workflow and be self-motivated.
9. Ability to adjust priorities/workload in real time. Responsive to changing demands in workflows.
10. Strong Excel, VBA and Bloomberg skills essential. Python familiarity a positive.
11. Morningstar Direct experience a plus.
12. Strong cultural emphasis on collegiate behavior. Expected to work with fellow investment professionals across the team to support idea generation.
13. Adherence to highest ethical standards. Commitment to high work quality and timely results.
What else we’re looking for:
The position would suit someone with 3-5 years front-office experience in macro-economic research and investment strategy seeking to grow into a portfolio management role. Fund selection and research experience is also desired, as is experience in a multi-asset environment. A grounding in a process-driven environment with a focus on investment performance would be preferred.
Active portfolio management experience would also be a positive but is not essential.
What you’ll get from us:
1. Competitive salary based on experience.
2. 24 days holiday a year – plus bank holidays (you’ll earn an extra day holiday for each full year you’re with us, up to 28 days).
3. Flexible/Hybrid working within the UK.
4. Flexible working hours in line with business needs.
5. Annual bonus between 0-20% of your annual salary which is linked to both the company and individual performance.
6. Private Medical Insurance.
7. Half a day off on your birthday.
8. Death in Service Cover (X3 your annual salary).
9. Income Protection Insurance.
10. Company Pension Plan - up to 6% Matched contributions.
11. Healthify - a team to support the health and wellbeing of all staff at Wealthify.
12. Ministry of Fun – providing plenty of social activities and events throughout the year.
13. Offices in the picturesque Penarth Marina.
14. Free office gym.
15. Free parking nearby.
16. A collaboration space and games room.
17. We’re a responsible company and are constantly working to improve our culture, ethics and impact on the environment and our contribution to charitable causes.
This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company.
If this job sounds perfect for you and you’d like to apply, then please send your CV to jobs@wealthify.com.
Job Types: Full-time, Permanent
Pay: £55,000.00-£65,000.00 per year
Benefits:
* Company pension
* Free parking
* Gym membership
* Private medical insurance
* Work from home
Schedule:
* Monday to Friday
Work Location: Hybrid
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