Equity Research Software, AVP

Barclays745 7th Avenue, NY
69d$125,000 - $175,000

About The Position

To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients. This role involves 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. You will present 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 essential to raise awareness of your Research both to Clients and internally, prioritizing interaction with the most relevant and valuable Clients for your Research. 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 to Clients and internal stakeholders in a compliant manner.

Requirements

  • Ability to conduct detailed analysis and valuation of companies.
  • Proficiency in financial modeling and interpreting complex financial statements.
  • Deep understanding of the specific industry or sector being covered.
  • Strong 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.
  • Advanced Excel skills.
  • 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

  • Analysis of market, sector, corporate and/or economic data to help develop investment theses.
  • Produce individual company or sector notes and long dated thematic reports.
  • Present Research views to Barclays Clients through various communication methods.
  • Engage with Markets, Client Strategy and other stakeholders to raise awareness of Research.
  • Provide insights and Research views to internal Clients.
  • Collaborate with Supervisory Analyst, Compliance and other stakeholders for compliant Research delivery.
  • Advise and influence decision making and contribute to policy development.
  • Lead a team performing complex tasks and set objectives for team members.
  • Consult on complex issues and provide advice to People Leaders.
  • Identify ways to mitigate risk and develop new policies/procedures.
  • Communicate complex information effectively to stakeholders.
  • Influence or convince stakeholders to achieve desired outcomes.

Benefits

  • Base salary range of $125,000 to $175,000.
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