Investment Trust Research Analyst (Director)

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. The group provides comprehensive breadth and depth of coverage across four core services: clearing, agency and execution, market making, and hedging and investment solutions. It has a leading franchise in many major metals, energy and agricultural products, with access to 60 exchanges. The group provides access to the world’s major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 40 offices worldwide, the group has over 2,300 employees across Europe, Asia and the Americas. For more information visit 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.