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.

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Sitting within the Winter flood 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

• 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 Winter flood 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

• 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

• 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