Equity Research Energy, Analyst

Barclays•New York, NY

3d•$110,000 - $125,000

About The Position

The Equity Research Energy Analyst produces and delivers research with differentiated market insights and actionable ideas to Barclays clients. The analyst collaborates with senior analysts to prepare research reports and presentations, monitors market trends, economic indicators, and company news, and updates and refines investment solutions. The role also involves communicating research findings and strategic recommendations to institutional clients. Research may include individual company or sector notes and long-term thematic reports. The analyst engages with Markets, Client Strategy, and other stakeholders to raise awareness of research internally and with clients, prioritizing relevant and valuable client relationships. The role also provides research insights to internal clients and collaborates with the Supervisory Analyst, Compliance, and other stakeholders to ensure research is delivered in a compliant manner. The analyst is responsible for high-quality, timely work and continuous improvement; managing risk and controls; following applicable policies, regulations, and codes of conduct; and contributing to team and organizational objectives. The position is located in New York, NY and is regulated by FINRA.

Requirements

Experience conducting detailed company analysis and valuation.
Proficiency in financial modeling and interpreting highly detailed financial statements.
Experience in the energy sector.
Strong written and verbal communication skills.
Ability to convey research investment recommendations effectively to clients.
In-depth technical knowledge and experience in the assigned area of expertise.
Thorough understanding of the underlying principles and concepts within the area of expertise.

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 licenses: SIE, S63, S86, and S87.
CFA designation or in process.

Responsibilities

Analyze market, sector, corporate, and economic data to develop investment theses for a coverage universe.
Produce research, including company or sector notes and long-term thematic reports.
Present research views to clients through direct, face-to-face, and virtual interactions, hosted events, and written communications.
Engage with Markets, Client Strategy, and other stakeholders to raise awareness of research internally and with clients.
Prioritize interaction with clients most relevant and valuable to the 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 compliantly.
Collaborate with senior analysts to produce research reports and presentations.
Monitor market trends, economic indicators, and company news to update and refine investment solutions.
Communicate research findings and strategic recommendations to institutional clients.
Perform prescribed activities in a timely manner and to a high standard, continually driving improvement.
Take responsibility for managing risk and strengthening controls, and deliver work in line with relevant rules, regulations, and codes of conduct.
Escalate policy or procedure breaches appropriately and take responsibility for embedding new risk-mitigation policies and procedures.
Partner with other functions and business areas and contribute to the objectives of the organization’s sub-function.