Barclays
Finance
BA4EquityResearch/Strategy
Neural analysis suggests this role is
optimal for Mid+ candidates.
“BA4 Equity Research / Strategy at Barclays. Skills: Equity Research, Financial modeling, Data analysis, Market insights. Produce and deliver Research with differentiated market insights and actionable ideas. Analysis of market, sector, corporate and/or economic data to help develop investment theses”
What You'll Achieve.
Produce best in class Research; Deliver Research with differentiated market insights and actionable ideas; Help clients make investment decision; Achieve objectives of the organisation sub-function
Industry & Context.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents; Problem solving
What They're Looking For.
Must Have
Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations
Nice to Have
Knowledge of Banks sector, drivers, valuation methods will be helpful
What You'll Do.
Produce and deliver Research with differentiated market insights and actionable ideas
corporate and/or economic data to help develop investment theses
Produce best in class Research
Research may range from individual company or sector notes
through to long dated thematic reports
Presentation of Research views to Barclays
Engagement with Markets
Client Strategy and other stakeholders
Provision of insights and Research views to internal Clients
Collaboration with the Supervisory Analyst
Compliance and other stakeholders to ensure Research is produced and delivered in a compliant manner
track and analyze relevant data
Update models/analysis
Present findings to internal clients
Managing stocks under their coverage
Write meaningful research which help clients make investment decision
Creating and updating models/spreadsheets in connection with valuation and Research forecasts
Gathering data relevant to the sector around pricing
Helping team build out thought process around specific themes or any future problem statements
Compiling historical data in respect of stocks and companies from publicly available sources and making forecasts
Updating and maintaining databases to track relevant financial
economic or other indicators
Assisting with adhoc analysis
Monitoring relevant market news and summarizing as well as assessing impact on sector or coverage universe
Assisting with the preparation and development of research reports
industry primers and marketing presentations
How You'll Work.
Team & Collaboration
Engagement with Markets, Client Strategy and other stakeholders; Collaboration with the Supervisory Analyst, Compliance and other stakeholders; Partner with other functions and business areas; Guide and persuade team members; Act as contact point for stakeholders outside of the immediate function; Building a network of contacts outside team and external to the organisation
Communication Scope
Written communications; Verbal communication skills; Communicate complex / sensitive information
Full Job Description
# **Job Description** **Purpose of the role** To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients. **Accountabilities** * 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. * 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. **Analyst Expectations** * To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. * Requires in-depth technical knowledge and experience in their assigned area of expertise * Thorough understanding of the underlying principles and concepts within the area of expertise * They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. * If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others. * OR for an individual c
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