The incoming hire will produce equity research reports about Investment Trusts for external use, with a particular focus on Infrastructure and Renewable Energy. The successful applicant will bring Infrastructure/Renewables analyst experience, and will be comfortable sharing views with clients, working closely with the wider Investment Trust team, including Sales and Trading. This is a dynamic role that would suit a numerate, analytical individual capable of writing high-quality reports, in addition to strong client-facing skills, well-suited to building relationships with external and internal stakeholders. Investment Trusts are UK-listed closed-end funds; Winterflood’s Research team has c.250 names under coverage, with an aggregate market cap of c.£230bn Key Responsibilities • Lead the team’s coverage of Infrastructure and Renewable Energy funds • Attend meetings with fund managers and produce equity research reports on individual investment trusts and thematic developments • Summarise daily sector newsflow, providing analysis where relevant, for our client Daily Briefing and internal stakeholders • Produce monthly sector reports and datasheets covering Infrastructure and Renewable Energy Infrastructure • Meet with Research clients to discuss and provide investment views as well as answer client queries • Represent Winterflood Research at conferences and in media appearances • Assist the Research team and the wider Investment Trust team with a range of administrative duties, as needed Required Skills and Knowledge Essential: • At least 4 years’ analyst experience, including in Infrastructure/Renewable Energy • Excellent academic background; strong numeracy and literacy with the ability to interpret data and write fluently and succinctly • Ability to multi-task, often under time pressure • Presentation and client interaction skills • Inquisitive nature, intellectual curiosity, critical thinker • 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 and 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 plus 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 Company benefits are provided on completion of either six months service, or a successful probation period whichever is sooner. Entitlement outlined above is in respect of full-time entitlement, and will be provided to part-time workers on a prorate basis in accordance with the relevant scheme rules. All benefits are subject to rules of the scheme and associated provider. The Company in its sole and absolute discretion reserves the right to discontinue, vary or amend any of the aforementioned benefits. 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.