Corporate Finance Analyst (WRAP)

In this newly created role, the incoming hire will support the delivery of the Winterflood Retail Access Platform (WRAP) offering to ensure clients are serviced efficiently throughout the transaction lifecycle. In addition, the role will support the broader Investment Trusts Corporate Finance team to ensure that ad hoc queries and tasks are processed in a timely and accurate manner.

Responsibilities

• Prepare and update relevant documentation for WRAP transactions, ensuring documents are updated accurately and efficiently
• Liaise with stakeholders across the firm, including onboarding, compliance, and legal teams
• Maintain the project tracker and complete data analysis as required
• Update client presentations and monthly reporting tasks
• Action ad hoc data requests that may arise
• Support the broader Investment Trusts Corporate Finance team in delivering good outcomes for clients
• To maintain one's own commitment to CPD in respect of the role's core responsibilities
• To complete all regulatory training, as considered mandatory by the Company
• Represent the Company and communicate effectively with stakeholders, clients, employees
• To adhere to the internal governance, systems & controls, exchange rules and Financial Conduct Authority and the Company’s compliance manual, staff handbook, and IT security

Required Skills and Knowledge

• Essential: Proficient in Microsoft Office (Excel, Word, PowerPoint)
• Approachable and a good team player
• Demonstrates confidence and great customer service/client-facing skills
• Excellent organizational skills with the ability to work well under pressure and across multiple workstreams
• Effective and proficient communication and written skills
• Ability to prioritize and respond to changing environments
• Strong attention to detail and accuracy
• Ability to work in a dynamic and fast-paced team

Preferred Skills

• University degree or equivalent
• Knowledge or close awareness of the financial services sector and primary capital markets
• Experience in project management or client-facing financial services role
• Knowledge of Morningstar and/or Refinitiv Datastream functionality

Pay range and compensation package - Competitive salary plus discretionary annual bonus & annual pay review, 25 days holiday plus bank holidays and additional well-being day, option to purchase an additional 5 days holiday per year, 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 program, discounted gym membership, variety of travel to work schemes

Equal Opportunity Statement - 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 authorized in advance, by us, will be ineligible for an agency fee. Thank you.

About the Company - Winterflood Securities is a leading market maker committed to providing liquidity and flexible execution services to retail brokers, asset managers, and institutional investors. Winterflood’s strengths are a combination of traditional trading values and the performance of our own cutting-edge technology. Our experienced team of traders helps clients achieve high-quality execution in over 15,000 tradable instruments including UK, European, and North American Equities together with Investment Trusts, Exchange Traded Products, Fixed Income, Structured Products, and Funds. Founded in 1988, Winterflood has gone from being a niche market maker in the UK Small Cap market to a mature, diverse, and major liquidity provider across multiple asset classes in the UK and European markets. Winterflood is authorized and regulated by the Financial Conduct Authority. Winterflood Securities is a wholly-owned subsidiary of Close Brothers Group plc, a specialist financial services group which makes loans, takes deposits, trades securities, and provides advice and investment management solutions to a wide range of clients. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading. We employ approximately 4,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange.