Barclays

Finance

EquityResearchSoftware,AVP

$125–125k New York, New York, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Equity Research Software, AVP at Barclays. Skills: Equity Research, Financial Analysis, Client Engagement. Produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients. Analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe to produce best in class Research”

What You'll Achieve.

Produce best in class Research; Achieve objectives and deliver to a consistently excellent standard

Industry & Context.

Finance
Problems you'll solve

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

Eligibility Requirements

This role is regulated by FINRA

What They're Looking For.

Must Have

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, Excellent written and verbal communication, The ability to effectively convey research investment recommendations to clients

Nice to Have

Experience in Software and other related tech research, Ability to lead projects and mentor junior analysts, CFA designation or in process a plus

What You'll Do.

Produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients

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 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

Take responsibility for operational effectiveness

Lead a team performing complex tasks

Set objectives and coach employees in pursuit of those objectives

Appraisal of performance relative to objectives and determination of reward outcomes

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

Consult on complex 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

etc). to solve problems creatively and effectively

Communicate complex information

Influence or convince stakeholders to achieve outcomes

Produce comprehensive research reports and presentations

Monitor market trends

and company news to update and refine investment solutions

Engage with institutional clients to communicate the research findings and provide strategic recommendations

How You'll Work.

Team & Collaboration

Collaborate closely with other functions/ business divisions; Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy; Collaborate with the Supervisory Analyst, Compliance and other stakeholders; Lead collaborative assignments and guide team members through structured assignments; Identify the need for the inclusion of other areas of specialisation to complete assignments

Communication Scope

Excellent written and verbal communication; The ability to effectively convey research investment recommendations to clients; Communicate complex information

Process & Methodology

Lead projects, mentor junior analysts

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. **Assistant Vice President Expectations** * 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 * 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 acr

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