Equity Research Analyst, Real Estate Investing

W1M Wealth & Investment Management is looking for a Real Assets Equity Research analyst to join their multi-asset team. This role is perfect for someone with strong research skills who wants to dive deep into real asset classes like infrastructure and real estate. You’ll be responsible for generating investment ideas, analyzing equities, and contributing to portfolio discussions. It’s a great opportunity to grow your career in a supportive and dynamic environment.

What You’ll Do

• Conduct investment research and generate ideas for real asset allocations.
• Analyze investment trusts and listed equities in real asset classes.
• Contribute to portfolio construction and positioning discussions.
• Maintain and improve the investment selection process.
• Assist with research projects and company meetings.
• Provide regular reports on holdings and performance.

What You Need

• Experience in equity research, either buy-side or sell-side.
• Strong analytical and numerical skills.
• Advanced proficiency in Microsoft Excel.
• Familiarity with Factset, Morningstar, and Bloomberg.
• Excellent communication skills, both verbal and written.
• High attention to detail.

What You’ll Love

• Opportunity for career growth and development.
• Work in a collaborative and supportive team environment.
• Chance to take ownership of your research coverage.
• Engage in exciting projects related to real assets.

About the Firm

• W1M is a growing wealth and investment management firm.
• They focus on high-net-worth individuals and families.
• The firm has a strong commitment to active investment strategies.
• They have ambitious plans to grow their assets under management significantly.