Equity Research, AVP

Barclays•New York, NY

24d•$125,000 - $175,000

About The Position

Join Barclays as an Equity Research, AVP, where you’ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. You will also engage with institutional clients to communicate the 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
Deep understanding of the specific industry or sector being covered
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.
Analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe to produce best in class Research.
Research may range from individual company or sector notes, through to long dated thematic reports.
Presentation of Research views to Barclays Clients; this can be through direct, face to face and virtual interactions, Research hosted events and written communications.
Engagement 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.
Provision of insights and Research views to internal Clients to help them navigate financial markets and risks.
Collaboration with the Supervisory Analyst, Compliance and other stakeholders to ensure Research is produced and delivered to Clients and internal stakeholders 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.
Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
Lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments.
Identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
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 (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information.
Influence or convince stakeholders to achieve outcomes.
Demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right.
Demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.