Investment Trust Research Analyst

Job title:

Investment Trust Research Analyst

Company

Close Brothers Group

Job description

This incoming hire will produce equity research on Investment Trusts (UK-listed Closed-End Funds), including reports on individual funds, cross-sector comparisons and thematic research.The role will have a particular focus on funds investing in global equities, with scope to support research on infrastructure, property and debt funds. This research is produced for consumption by our external research clients.Key Responsibilities

• Attend meetings with investment trust portfolio managers, gaining insight to be used in the production of equity research reports for distribution to external clients and internal stakeholders.
• Write equity research reports on both individual funds and broader sectors (i.e. UK equities, Emerging Markets equities etc.), utilising quantitative and qualitative information and providing sector/market context
• Analyse and summarise key Investment Trust news for our Daily Briefing each morning
• Closely monitor developments in global markets and investigate areas of potential client interest to contextualise research and determine topics for future reports
• Respond to client queries or data requests.
• Prepare board meeting reports for corporate broking clients.
• Help to manage our research portal (www.winterfloodresearch.com), client database (including CRM system) and social media presence (LinkedIn)
• Contribute to maintenance of the NAV estimate system supporting the trading floor
• Support the wider team in a variety of tasks

Required Skills and Knowledge

• Demonstrable interest in global markets, macro-economics and portfolio management
• Strong literacy skills and clear motivation to write equity research reports
• Competency in MS Excel
• Good interpersonal and teamwork skills, ‘can do’ attitude
• Excellent attention to detail and disciplined organisation of work

Desired Skills & Experience

• University degree or equivalent
• Knowledge or close awareness of the Investment Trust sector Knowledge of Morningstar, Bloomberg and/or Refinitiv functionality
• Experience in building/maintaining financial models
• Advanced Excel user (VBA) or programming languages

Benefits

• Competitive salary inclusive of discretionary annual bonus & annual pay review
• Work Abroad Policy for up to 15 days per year
• 25 days holiday plus bank holidays and additional well-being day
• Option to purchase an additional 5 days holiday per year
• Flexible working options available, including hybrid working
• Pension scheme up to 10% employer contribution
• Sharesave scheme
• Income Protection & Life insurance (4 x salary core level of cover)
• Private health care via BUPA
• Employee Assistance Programme
• Discounted Gym Membership
• Variety of travel to work schemes

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.Winterflood Securities is a leading market maker committed to providing liquidity and flexible execution services to retail brokers, asset managers and institutional investors.Winterflood’s strengths are a combination of traditional trading values and the performance of our own cutting edge technology. Our experienced team of traders helps clients achieve high quality execution in over 15,000 tradable instruments including UK, European and North American Equities together with Investment Trusts, Exchange Traded Products, Fixed Income, Structured Products and Funds. Founded in 1988, Winterflood has gone from being a niche market maker in the UK Small Cap market, to a mature, diverse and major liquidity provider across multiple asset classes in the UK and European markets.Winterflood is authorised and regulated by the Financial Conduct Authority. Winterflood Securities is a wholly-owned subsidiary of Close Brothers Group plc, a specialist financial services group which makes loans, takes deposits, trades securities and provides advice and investment management solutions to a wide range of clients. Close Brothers Group plc is listed on the London Stock Exchange and is a member of the FTSE 250.

Expected salary

Location

London

Job date

Thu, 07 Nov 2024 05:35:52 GMT

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