Equity Research Software, AVP
About The Position
The Equity Research Software, AVP will collaborate with senior analysts to produce comprehensive research reports and presentations, monitor market trends, economic indicators, and company news, and update and refine investment solutions. The role includes engaging with institutional clients to communicate research findings and provide strategic recommendations. It involves producing differentiated market insights and actionable ideas for Barclays clients through analysis of market, sector, corporate, and economic data; research may include company or sector notes and long-term thematic reports. The role also presents research views to clients through direct, virtual, event-based, and written communications, engages with Markets, Client Strategy, and other stakeholders to raise awareness of research, and provides insights to internal clients. The role is regulated by FINRA and is located in New York, NY.
Requirements
- Ability to conduct detailed company analysis and valuation.
- Proficiency in financial modeling and interpreting complex financial statements.
- Deep understanding of the industry or sector covered.
- Excellent written and verbal communication skills.
- Ability to convey research investment recommendations effectively to clients.
Nice To Haves
- Experience in software and related technology research.
- Familiarity with financial software and databases such as Bloomberg, and advanced Excel.
- Ability to lead projects and mentor junior analysts.
- FINRA licensing: SIE, S63, S86, and S87.
- CFA designation or progress toward the designation.
Responsibilities
- Analyze market, sector, corporate, and economic data to develop investment theses for the coverage universe and produce high-quality research.
- Produce research ranging from individual company or sector notes to long-term thematic reports.
- Present research views to Barclays clients through direct interactions, virtual meetings, research-hosted events, and written communications.
- Engage with Markets, Client Strategy, and other stakeholders to raise awareness of research with clients and internally, prioritizing relevant and valuable clients.
- 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.
- Collaborate with senior analysts to produce research reports and presentations, and monitor market trends, economic indicators, and company news to update investment solutions.
- Engage with institutional clients to communicate research findings and provide strategic recommendations.
- Advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness.
- Lead collaborative assignments or teams, guide colleagues, set objectives and coach employees where applicable, and identify cross-functional expertise needed to complete assignments.
- Consult on complex issues and advise People Leaders on escalated issues.
- Identify ways to mitigate risk, develop policies and procedures supporting control and governance, and take ownership of managing risk and strengthening controls.
- Analyze complex data from multiple internal and external sources to solve problems creatively and effectively.
- Communicate complex or sensitive information and influence stakeholders to achieve outcomes.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
