Investment Trust Research Analyst (Director)
at Marex
Posted 9 hours ago
No clicks
- Compensation
- Not specified
- City
- Country
- United Kingdom
Currency: Not specified
**Investment Trust Research Analyst (Director)** - London, GB, Full-Time. Lead our team as a expert in analyzing and reporting on investment trusts. Leverage your 7+ years of experience and proficiency in financial markets, investment strategies, and financial modeling tools such as Bloomberg and application of Excel macros. Key responsibilities include conducting trust stock analysis, generating trust research reports, and presenting findings to stakeholders. Proven track record of driving revenue growth or covering a broad sector in investment research required.
Career opportunities
Investment Trust Research Analyst (Director)
London, GB,
,
Full-Time
About Marex
Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets.
For more information visit https://www.marex.com/
Role Summary
Sitting within the Winterflood Investment Trust Research team, the role holder will conduct in-depth investment trust research and analysis to deliver actionable insights for clients and stakeholders, while supporting development of the team’s strategy, maintaining key client relationships, and contributing to business growth and corporate opportunities.
This is an exciting opportunity for an individual with considerable experience of the sector to continue their career at an established firm with one of the largest dedicated investment trust teams in the industry, offering market making, sales, research and corporate services
Responsibilities
- Attend meetings with investment trust managers and conduct independent analysis to produce research notes on investment trusts for clients
- Summarise daily sector news flow, providing analysis and views where relevant, for our client Daily Briefing email and internal stakeholders
- Represent Winterflood Research at conferences and in media appearances
- Assist the Head of Investment Trust Research in development of research strategy
- Maintain and update data systems where necessary
- Build and maintain client relationships, and promote Marex product and service offerings where appropriate
Competencies, Skills and Experience
Competencies:
- Excellent verbal written and communication skills
- A collaborative team player, that is approachable, self-efficient and influences a positive work environment
- Demonstrates curiosity
- Resilient in a challenging, fast-paced environment
- Ability to take a high level of responsibility in a fast pace and high-volume environment
- Ability to make data and research informed decisions
- Excels at building relationships, networking and influencing others
- Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness
Skills and Experience:
- Substantial experience working in and knowledge of the investment trust product area, ideally within PE and/or Debt sectors
- Proactive mindset in keeping up to date with market developments and incorporating into role efficiently
- Analytical skills, identifying opportunities and risks in a decisive manner
- Comprehensive knowledge of the financial service markets and relevant regulatory requirements
- Experience of undertaking comprehensive investment trust analysis and producing written research reports for clients
- Experience of the infrastructural support required to efficiently support investment trust business lines
- Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this
- Knowledge of the underlying products at Marex within the investment trust remit
Conduct Rules
You must:
- Act with integrity
- Act with due skill, care and diligence
- Be open and cooperative with the FCA, the PRA and other regulators
- Pay due regard to the interests of customers and treat them fairly
- Observe proper standard of market conduct
- Act to deliver good outcomes for retail customers
Company Values
Be collaborative - by working together across the organisation, we foster teamwork, can better respond to challenges and successfully deliver for our clients
Act with integrity - we pride ourselves on our honesty and high ethical standards. We apply these values when working with all our clients, colleagues and other stakeholders
Be adaptable and entrepreneurial - we embrace change as markets evolve to constantly increase our efficiency and create innovative solutions for our clients. We are interested in the world around us and inquisitive about understanding the challenges and opportunities our clients face.
Be respectful – how we treat each other, and our clients says everything about who we are. We always act respectfully and treat people fairly in everything we do.
Nurture talent – we aim to grow our own talent and make Marex the place ambitious, hardworking and talented people choose to build their career. This means giving and taking stretch opportunities, taking risks, and committing to career development and support – for ourselves, and our teams.
Marex is fully committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We value the differences that a diverse workforce brings to the company. We welcome applications from candidates returning to the workforce. Also, Marex is committed to avoiding circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
If you would like to receive any information in a different way or would like us to do anything differently to help you, please include it in your application.
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Investment Trust Research Analyst (Director)
at Marex
Investment Trust Research Analyst (Director)
at Marex
Posted 9 hours ago
No clicks
- Compensation
- Not specified
- City
- Country
- United Kingdom
Currency: Not specified
**Investment Trust Research Analyst (Director)** - London, GB, Full-Time. Lead our team as a expert in analyzing and reporting on investment trusts. Leverage your 7+ years of experience and proficiency in financial markets, investment strategies, and financial modeling tools such as Bloomberg and application of Excel macros. Key responsibilities include conducting trust stock analysis, generating trust research reports, and presenting findings to stakeholders. Proven track record of driving revenue growth or covering a broad sector in investment research required.
Career opportunities
Investment Trust Research Analyst (Director)
London, GB,
,
Full-Time
About Marex
Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets.
For more information visit https://www.marex.com/
Role Summary
Sitting within the Winterflood Investment Trust Research team, the role holder will conduct in-depth investment trust research and analysis to deliver actionable insights for clients and stakeholders, while supporting development of the team’s strategy, maintaining key client relationships, and contributing to business growth and corporate opportunities.
This is an exciting opportunity for an individual with considerable experience of the sector to continue their career at an established firm with one of the largest dedicated investment trust teams in the industry, offering market making, sales, research and corporate services
Responsibilities
- Attend meetings with investment trust managers and conduct independent analysis to produce research notes on investment trusts for clients
- Summarise daily sector news flow, providing analysis and views where relevant, for our client Daily Briefing email and internal stakeholders
- Represent Winterflood Research at conferences and in media appearances
- Assist the Head of Investment Trust Research in development of research strategy
- Maintain and update data systems where necessary
- Build and maintain client relationships, and promote Marex product and service offerings where appropriate
Competencies, Skills and Experience
Competencies:
- Excellent verbal written and communication skills
- A collaborative team player, that is approachable, self-efficient and influences a positive work environment
- Demonstrates curiosity
- Resilient in a challenging, fast-paced environment
- Ability to take a high level of responsibility in a fast pace and high-volume environment
- Ability to make data and research informed decisions
- Excels at building relationships, networking and influencing others
- Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness
Skills and Experience:
- Substantial experience working in and knowledge of the investment trust product area, ideally within PE and/or Debt sectors
- Proactive mindset in keeping up to date with market developments and incorporating into role efficiently
- Analytical skills, identifying opportunities and risks in a decisive manner
- Comprehensive knowledge of the financial service markets and relevant regulatory requirements
- Experience of undertaking comprehensive investment trust analysis and producing written research reports for clients
- Experience of the infrastructural support required to efficiently support investment trust business lines
- Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this
- Knowledge of the underlying products at Marex within the investment trust remit
Conduct Rules
You must:
- Act with integrity
- Act with due skill, care and diligence
- Be open and cooperative with the FCA, the PRA and other regulators
- Pay due regard to the interests of customers and treat them fairly
- Observe proper standard of market conduct
- Act to deliver good outcomes for retail customers
Company Values
Be collaborative - by working together across the organisation, we foster teamwork, can better respond to challenges and successfully deliver for our clients
Act with integrity - we pride ourselves on our honesty and high ethical standards. We apply these values when working with all our clients, colleagues and other stakeholders
Be adaptable and entrepreneurial - we embrace change as markets evolve to constantly increase our efficiency and create innovative solutions for our clients. We are interested in the world around us and inquisitive about understanding the challenges and opportunities our clients face.
Be respectful – how we treat each other, and our clients says everything about who we are. We always act respectfully and treat people fairly in everything we do.
Nurture talent – we aim to grow our own talent and make Marex the place ambitious, hardworking and talented people choose to build their career. This means giving and taking stretch opportunities, taking risks, and committing to career development and support – for ourselves, and our teams.
Marex is fully committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We value the differences that a diverse workforce brings to the company. We welcome applications from candidates returning to the workforce. Also, Marex is committed to avoiding circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
If you would like to receive any information in a different way or would like us to do anything differently to help you, please include it in your application.
Privacy Preference Center
Manage Consent Preferences
Strictly Necessary Cookies
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Marketing Cookies
These cookies are used for advertisements displayed on third-party websites, including social media. They are tailored to your preferences and help us measure the effectiveness of our advertising campaigns.
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