Investment Analyst

WHEB Asset Management

WHEB is a pioneer in sustainable and impact investing. Our mission is ‘to advance sustainability and create prosperity through positive impact investments’. We do this through a single, long-only, global equity strategy, investing in companies that provide solutions to sustainability challenges. With a track record of over 15 years, we are one of the early innovators in listed equity impact investing.

Sustainability and impact investing define our whole business as well as the investment philosophy. As a Certified B Corporation, WHEB is part of a global movement of stakeholder businesses, which consider the impact of business decisions on our employees, clients, suppliers, the community, and the environment, as well as our shareholders. Our mission is supported by a strong culture and core values that guide our behaviour. 

For more information about WHEB Asset Management see www.whebgroup.com

Investment Analyst role

WHEB is seeking a full or part-time experienced investment professional to join the team, based in London. The investment strategy employs a fundamental and long-term approach based on a deep understanding of the companies and industries that solve sustainability challenges.

You will be expected to:

• work with the investment team to help deliver attractive investment and impact returns;
• produce well-researched and insightful stock buy and sell ideas;
• have an understanding of – and strong interest in – stock-level social and environmental impact and how this is likely to affect financial performance;
• provide detailed research into stocks according to WHEB’s investment process, including impact analysis;
• help to engage with companies to deliver investment relevant insights and encourage more progressive and effective management;
• support the production of client communications including presentations, newsletters and factsheets.

The Successful Applicant

 The successful applicant will have, as a minimum:

•  significant experience in an analytical role;
• a demonstrable understanding of – and passion for – sustainable and environmental investing;
• an excellent academic record including an undergraduate degree and the Chartered Financial Analyst (CFA) qualification and relevant sustainability studies or training. (For exceptional candidates we may consider other relevant postgraduate and professional qualifications);
• strong attention to detail, and a responsible and positive approach;
• good organisational skills and ability to organise a varied workload; and
• excellent written and oral communication skills.

The successful applicant will also be able to demonstrate our values, in particular:

• Teamwork - work in a small, close-knit team, where debate and reasoned discussion are expected and rewarded;
• Leadership - demonstrate a driving and responsible attitude, working with a high degree of autonomy and ownership;
• Continuous Improvement – having a passion for progress and sharing learning;
• Passionate about Impact - a demonstrable understanding of – and passion for – sustainability;
• Integrity – honest in approach and treat all stakeholders fairly.

Equal opportunities and flexible working

WHEB is an equal opportunities employer and strongly encourages candidates from diverse backgrounds to apply. The role would be suitable for candidates looking for a full or part-time position. We would also be interested to hear from returners who may have had time out of the industry and are looking to return.

Based at our office in central London, the position will offer considerable opportunity for flexible working, including both office and home-based work. For more information on WHEB’s policies and culture please see https://www.whebgroup.com/about-us/working-at-wheb/

Process

Applicants should send a covering letter outlining their motivations for applying to this role along with their CV to [email removed - click apply for more details]

The deadline for applications is Friday 26th July 2024. We regret that it may not be possible to contact unsuccessful applicants.