Research Analyst – Infrastructure & Renewables Funds

at  Close Brothers Group

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

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

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