Equity Research Aerospace & Defense/Defense Tech, AVP

Barclays•New York, NY

10d•$125,000 - $175,000•Hybrid

About The Position

Barclays is hiring an Assistant Vice President to produce and deliver differentiated equity research and actionable ideas to clients. The role collaborates with senior analysts to create research reports and presentations, and monitors market trends, economic indicators, and company news to update and refine investment solutions. It also engages institutional clients to communicate research findings and strategic recommendations. The position analyzes market, sector, corporate, and economic data to develop investment theses across a coverage universe. Research may include individual company and sector notes as well as long-term thematic reports. The role presents research views to clients through direct, virtual, event-based, and written communications; works with Markets, Client Strategy, and other stakeholders to promote research; and provides insights to internal clients. It also collaborates with the Supervisory Analyst, Compliance, and other stakeholders to ensure research is produced and delivered compliantly. The AVP is expected to contribute to decision-making, policy development, operational effectiveness, risk management, and controls. Depending on whether the role has people leadership responsibilities or is an individual-contributor role, it may involve leading a team and coaching employees or leading collaborative assignments and guiding team members. The position requires complex analysis, stakeholder influence, cross-functional collaboration, and clear communication. The role is located in New York, NY and is regulated by FINRA.

Requirements

Ability to conduct detailed company analysis and valuation.
Proficiency in financial modelling and interpreting detailed financial statements.
Experience in Aerospace & Defense, Technology, Industrials, or a related sector.
Excellent written and verbal communication skills.
Ability to effectively convey research investment recommendations to clients.

Nice To Haves

Familiarity with financial software and databases such as Bloomberg, and advanced Excel.
Experience building and maintaining relationships with institutional clients.
Ability to lead projects and mentor junior analysts.
FINRA licensing: SIE, S63, S86, and S87.
CFA designation or currently pursuing the designation.

Responsibilities

Analyze market, sector, corporate, and economic data to develop investment theses for the coverage universe.
Produce research, including company and sector notes and long-term thematic reports.
Collaborate with senior analysts to prepare comprehensive research reports and presentations.
Monitor market trends, economic indicators, and company news to update and refine investment solutions.
Present research views to clients through direct, virtual, event-based, and written communications.
Engage with institutional clients to communicate research findings and strategic recommendations.
Work with Markets, Client Strategy, and other stakeholders to raise awareness of research and prioritize relevant client interactions.
Provide research insights and views to internal clients to help them navigate financial markets and risks.
Collaborate with the Supervisory Analyst, Compliance, and other stakeholders to ensure research is produced and delivered compliantly.
Take ownership of managing risk and strengthening controls; identify ways to mitigate risk and support governance.
Depending on role responsibilities, lead and coach a team or lead collaborative assignments and guide team members.
Contribute to decision-making, policy development, and operational effectiveness; collaborate across functions and business divisions.
Analyze complex information from multiple internal and external sources to solve problems and communicate findings to stakeholders.