Equity Research Multi Industry, AVP

Barclays • New York, NY

1d • Onsite

About The Position

The purpose of the 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 to produce best in class Research. Research may range from individual company or sector notes, through to long dated thematic reports. The role also includes the presentation of Research views to Barclays Clients through direct, face to face and 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 for your Research. Provision of insights and Research views to internal Clients to help them navigate financial markets and risks, and 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.

Requirements

• Ability to conduct detailed analysis and valuation of companies
• Proficiency in financial modelling and interpreting highly detailed financial statements
• Multi Industry, Industrials, or relevant experience
• Solid written and verbal communication
• The ability to effectively convey research investment recommendations to clients
• Risk and controls
• Change and transformation
• Business acumen
• Strategic thinking
• Digital and technology
• Job-specific technical skills

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 designation or in process

Responsibilities

• Analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe to produce best in class Research.
• Produce research that 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.
• Demonstrate leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard.
• 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.
• 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.

Benefits

• The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed