Institutional Equity Sales, AVP
About The Position
Join Barclays as an Institutional Equity Sales, AVP. At Barclays, our vision is clear –to redefine the future of banking and help craft innovative solutions. In this role, you will support senior salespeople by helping manage daily interactions with institutional equity clients. You will distribute research, market color, and thematic ideas to investors while coordinating corporate access and client requests. You will monitor markets and trading flows to surface actionable insights for the team. You will bring close partnership with Trading, Research, and other Equity desks to ensure seamless client coverage. In this role, ample attention to compliance, regulations, and risk standards is essential.
Requirements
- Experience interacting with institutional clients and traders
- Ability to manage client requests and trade workflows independently
- Knowledge of equity markets, trading flows, and market structure
- Considerable understanding of research distribution and corporate access logistics
- Familiarity with regulatory and compliance requirements in equities
- FINRA series 7 and 63 or willingness to obtain
Nice To Haves
- Excellent communication and client‑facing skills
- Ability to collaborate effectively across multiple teams
- Commercial mindset with a focus on relationship building
- Proactive problem‑solving and ability to surface insights quickly
Responsibilities
- Development and implementation of strategies to optimise the allocation and utilisation of financial resources, maximising returns while ensuring compliance with group targets and regulatory requirements.
- Financial analysis, including risk assessments and scenario planning, to support decision-making and resource allocation.
- Collaboration with business stakeholders to develop financial plans, budgets and forecasts aligned with organisational objectives.
- Monitoring and assessment of financial resource consumption against established benchmarks and key performance indicators (KPIs).
- Identification and mitigation of financial risks through the implementation of risk management strategies and controls.
- To 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
- 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. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
- Influence or convince stakeholders to achieve outcomes.
- Support senior salespeople by helping manage daily interactions with institutional equity clients.
- Distribute research, market color, and thematic ideas to investors while coordinating corporate access and client requests.
- Monitor markets and trading flows to surface actionable insights for the team.
- Bring close partnership with Trading, Research, and other Equity desks to ensure seamless client coverage.
- Ample attention to compliance, regulations, and risk standards is essential.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
