BA4 Equity Research / Strategy

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 contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• 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 own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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 a "Research Analyst" at Barclays, where the candidate will work with a senior analyst as part of the sector research team and will be expected to gather, track and analyze relevant data, update models/analysis, present findings to internal clients, so that Barclays Research can provide advice to clients to make the best investment decisions.

You may be assessed on the key critical skills relevant for success in role, such as experience with Research Analyst, as well as job-specific skillsets.

To be successful as an Research Analyst, you should have experience to

#1- Assisting the team with managing stocks under their coverage so that they write meaningful research which help clients make investment decision.

#2- Creating and updating models/spreadsheets in connection with valuation and Research forecasts.

#3- Gathering data relevant to the sector around pricing, promotions etc..

#4- Helping team build out thought process around specific themes or any future problem statements.

#5- Compiling historical data in respect of stocks and companies from publicly available sources and making forecasts based on the information available and sensibly inferred.

#6- Updating and maintaining databases to track relevant financial, economic or other indicators which may be relevant to the sector and/or region under coverage.

#7- Assisting with adhoc analysis as may be required by the senior analysts or in response to client queries.

#8- Monitoring relevant market news and summarizing as well as assessing impact on sector or coverage universe.

Some other highly valued skills include:·

#1- Assisting with the preparation and development of research reports, industry primers and marketing presentations or any other tasks as asked by the team.

#2- Strong understanding of financial terms, valuations, balance sheet, etc.

#3- Proficient in building financial models, MS Excel and MS Office applications.

#4- Excellent written and verbal communication skills.

#5- Knowledge of Banks sector, drivers, valuation methods will be helpful.

#6- Demonstrated ability to work in a time sensitive environment.

#7- Ability to work effectively in a team environment.

#8- Should be well versed with stakeholder management and leadership, decision making and problem solving and risk and control objectives.

“This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks”.

This role will be based out of Mumbai.