Equity Research Airlines and Transportation, AVP

Barclays•New York, NY

20h•Onsite

About The Position

The purpose of this role is to produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients. This involves the analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe, producing best in class Research that may range from individual company or sector notes to long-dated thematic reports. The role also includes presenting Research views to Barclays Clients through direct, face-to-face, virtual interactions, Research hosted events, and written communications. Engagement with Markets, Client Strategy, and other stakeholders is crucial to raise awareness of your Research both to Clients and internally, prioritizing interaction with the most relevant and valuable Clients. You will also provide insights and Research views to internal Clients to help them navigate financial markets and risks, and collaborate with the Supervisory Analyst, Compliance, and other stakeholders to ensure Research is produced and delivered in a compliant manner. As an Assistant Vice President, you are expected to advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness. You will collaborate closely with other functions/business divisions and may lead a team performing complex tasks, setting objectives, coaching employees, and appraising performance. For individual contributors, the role involves leading collaborative assignments, guiding team members, identifying the need for other specializations, and identifying new directions for projects using cross-functional methodologies. You will consult on complex issues, provide advice to People Leaders for escalated issues, identify ways to mitigate risk, and develop new policies/procedures for control and governance. Taking ownership for managing risk and strengthening controls is also expected. The role requires understanding how different areas coordinate to achieve organizational objectives and collaborating with business-aligned support areas to stay updated on business activity and strategy. You will engage in complex analysis of data from multiple internal and external sources to solve problems creatively and effectively, communicate complex and sensitive information, and influence stakeholders to achieve outcomes. All colleagues are expected to demonstrate Barclays Values (Respect, Integrity, Service, Excellence, Stewardship) and the Barclays Mindset (Empower, Challenge, Drive). You will collaborate with senior analysts to produce comprehensive research reports and presentations, monitor market trends, economic indicators, and company news to update and refine investment solutions, and engage with institutional clients to communicate research findings and provide strategic recommendations.

Requirements

Ability to conduct detailed analysis and valuation of companies
Proficiency in financial modelling and interpreting highly detailed financial statements
Energy, Technology, or related sector experience
Solid written and verbal communication
The 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 in building and maintaining relationships with institutional clients
Ability to lead projects and mentor junior analysts
FINRA licensing: SIE, S63, S86, S87
CFA Level

Responsibilities

Produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients.
Analyze market, sector, corporate and/or economic data to help develop investment theses for your coverage universe.
Produce best in class Research, ranging from individual company or sector notes to long dated thematic reports.
Present Research views to Barclays Clients through direct, face to face and virtual interactions, Research hosted events and written communications.
Engage with Markets, Client Strategy and other stakeholders, to raise awareness of your Research both to Clients and internally.
Prioritise interaction with the most relevant and valuable Clients for your Research.
Provide insights and Research 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 in a compliant manner.
Advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.
Collaborate closely with other functions/ business divisions.
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function (if applicable).
Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes (if applicable).
Demonstrate the four LEAD behaviours: Listen and be authentic, Energise and inspire, Align across the enterprise, Develop others (if leadership responsibilities).
Lead collaborative assignments and guide team members through structured assignments (for individual contributors).
Identify the need for the inclusion of other areas of specialisation to complete assignments (for individual contributors).
Identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes (for individual contributors).
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises to solve problems creatively and effectively.
Communicate complex information, including sensitive information or information difficult to communicate because of its content or audience.
Influence or convince stakeholders to achieve outcomes.
Demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship.
Demonstrate the Barclays Mindset – to Empower, Challenge and Drive.
Collaborate with senior analysts to produce comprehensive research reports and presentations.
Monitor market trends, economic indicators, and company news to update and refine investment solutions.
Engage with institutional clients to communicate the research findings and provide strategic recommendations.