Analyst – Equity Derivatives Sales Support

Purpose of the role

To maintain the smooth and efficient operation of our trading desks, providing operational support and expertise to traders, sales professionals, and other key stakeholders, helping them maximize their productivity and minimize disruptions and handling administrative tasks, and providing market information and research. 

Accountabilities

• Provision of immediate and efficient technical support to traders and sales professionals on the trading desks, resolving hardware, software, and network-related issues to ensure uninterrupted trading activities.
• Coordination of trade execution by liaising with traders, clients, and other internal teams to ensure smooth transactions.
• Maintenance and updating of trade records, transaction logs, and client databases accurately.
• Reports, presentations, and documentation preparation to support sales and trading activities.
• Monitoring of market data and assist in the analysis of financial information for trading decisions.
• Operational tasks such as processing trades, confirming orders, and resolving trade discrepancies.

Analyst Expectations

• To meet the needs of stakeholders/ customers through specialist advice and support
• Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles.
• Likely to have responsibility for specific processes within a team
• They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate 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 contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team.
• Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.
• Check work of colleagues within team to meet internal and stakeholder requirements.
• Provide specialist advice and support pertaining to own work area.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams.
• Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise.
• Make judgements based on practise and previous experience.
• Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures.
• Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements.
• Build relationships with stakeholders/ customers to identify and address their needs.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join us as an "Analyst – Equity Derivatives Sales Support” at Barclays. It is a dedicated global structured solutions provider. The Equity Derivative team works with a range of clients and is a recognised global leader in constructing structured solutions for both sides of the balance sheet. 

To be a successful “Analyst – Equity Derivatives Sales Support" it is mandatory to provide an exceptional level of support to the Equity Derivative EMEA & APAC Sales team.

You may be assessed on the key critical skills relevant for success in role, candidate is expected to Respond to client requests e.g. audit, redemption queries, fixing event queries, requests for deltas, Greeks. Work with sales and business management to manage fee payments and invoice payments. Set up clients for dealing, pricing, BARX, COMET, BBG (BXIS), research when required. Notify sales of upcoming maturities, work on production of maturity reports when required, liaise with appropriate areas to ensure maturity process is smooth.

Basic/ Essential Qualifications:

• Support Sales, Structuring and Middle Office teams with Structured Product (OTC and Notes) lifecycle events.

• Work on break remediation on coupon/expiry calculations. 

• Execute Onboarding Client Requirements:

• Product set up & Trading account for already on boarded entities and to chase through the different milestones. 
• Raise the refresh request when there is a scheduled Refresh & Upload the forms and to chase through the different milestones. 

• Facilitate an efficient process for the Onboarding of new clients.

• Work with CVG to confirm accuracy of client’s daily valuation statements

• Assist desk with timely MI, required to respond client / regulatory queries / requests 

• Help operations / onshore teams with settlement.issues and ensure accurate / timely settlement of trades. 

• Ensure trades are unsuspended and dealable by making amendments to client dealing entities where required, resolving any issues with online dealing, facilitate trade confirmations when requested 

• Build out the Future State - Engage with re-workings of outdated/inefficient processes and challenge existing procedures. 

• Query Management - Address and respond to, in a timely manner, issues stemming from internal sales teams, internal infrastructure teams, as well as external APAC and EMEA clients.

Desirable skillsets/ good to have:

• Detail-oriented. 
• Good sense of timeliness and can work under pressure to meet a deadline. 
• An organized individual with good time management, prioritising tasks and able to meet deadlines.
• Able to coordinate with various teams to action items.
• Detailed and meticulous - high level of accuracy with low tolerance for error.
• Confident to escalate and articulate issues and elucidate reconciliation enhancements to senior stakeholders globally. 
• Committed and control-focused to succeed under challenging environment.
• Able to work as part of a high performing team.
• Willing and able to share knowledge with other team members.
• Confident to listen and articulate a logical argument in the face of challenge.

This role will be based out of Mumbai.