Waverton is an award-winning investment management house located in St James, London with 150 employees. Originally a family office, our culture is based on the initial values introduced by the Hambro Family: to provide high-quality investment management and the highest levels of service to our clients.
Our principal aim is to generate attractive real returns for our clients, using an active, flexible approach. We invest in what we see as the best ideas worldwide, with a dedicated team of analysts proactively seeking out the best investment opportunities. Waverton is a welcoming and inclusive place to work. We encourage employees to ask questions, think differently and challenge where they think something can be improved. We believe in nurturing talent and encourage internal promotion, with many employees having spent most of their career at Waverton.
We love working with proactive and willing individuals looking to develop within a supportive, motivating and engaging working culture.
You will join as a trainee as part of the Investment20/20 programme. This is a fixed term 12 month contract.
Our traineeship will introduce you to investment management and you will gain industry knowledge, experience and develop relationships enabling you to progress your career and provide you with skills to secure a permanent role.
We will support you in achieving a professional qualification if this is something you are interested in doing – for example, the Governance Institute Foundation Programme. As part of the Investment20/20 programme, you will have opportunities to meet and network with over 200 trainees across the industry and participate in socials and insight events.
This role is a fixed term one year contract, you will receive 25 days annual leave. The role is based partly in our office in London and partly working from home (the exact split to be agreed). Salary competitive.
This is a programme intended to give you a breadth of knowledge and experience within the business to enable you to make informed decisions about where you would like to develop your career.
This role will work in the Corporate Secretariat function, which is responsible for the efficient administration of the company, ensuring that the company complies with legal and financial requirements and supporting the Board of Directors. This is a very small team so the role will be involved in a wide variety of tasks.
- Preparations for Board meetings, including drafting and collating reports and circulating packs
- Post-meeting tasks, such as following up on action points and arranging follow up meetings
- Drafting and filing documentation, including letters to shareholders and shares paperwork
- Submitting reports to Companies House
- Maintaining shareholder database
- As part of the Corporate Social Responsibility team, implementing our charitable giving, employee wellbeing and environmental strategies
- Project work linked to the role (specific topic to be agreed with you)
Skills and requirements
If you are a school/college leaver or graduate who has an interest in working within financial services and has a personal interest in sustainability/ corporate social responsibility and has the following attributes, we are interested in hearing from you:
- Good attention to detail;
- Ablility to manage highly confidential information;
- Ability to work effectively alone and as part of a team;
- Inquisitive and enjoys interpreting information and problem solving;
- Excellent organisational skills;
- Self-starter with a ‘can do’ attitude;
- A strong desire to learn;
- A good communicator, both oral and written;