Ba4 - Research

1 week ago


Mumbai, India Barclays Full time

Job Title: BA4- Research
Location: Mumbai

About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.

Risk and Control Objective
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

Working Flexibly

Hybrid Working

Please discuss the detail of the working pattern options for the role with the hiring manager.

Introduction:
The Barclays Corporate Access Desk seeks to increase the overall quantity and quality of corporate and investor interactions. The team interfaces with multiple constituencies within the Firm, i.e. Sales and Trading, Research, Syndicate and Banking, as well as external, i.e. investment community and corporate clients. The individual will work as an integral part of the CA team.

What will you be doing?
- The analyst will work closely with sector specialists who focus on specific sectors and are responsible for all corporate access activity related to each sector, including but not limited to, roadshows, conferences, field trips and special events.
- Prepare marketing materials, including (but not limited to) pitch books/presentations, shareholder analysis, bespoke trip layouts and feedback documents for corporate clients.
- Presentations - being able to execute on a vision and being able to understand what needs to be conveyed with the document including all data sets and being able to help guide on the best way to present it. More collaborative than reactive.
- Helping to build a dynamic investor data base pulling from internal resources as well as gathering information from external data bases as well to help with pitches, and shareholder targeting exercises.
- Communicate with various business units within the bank to obtain market intelligence, maintain connectivity and gather content regarding the markets and the sectors.
- Key liaison with multiple stakeholders for event planning and execution process like: Research analysts, Equity Sales, Event Compliance
- Working knowledge / ability to quickly learn Barclays systems and tools like FactSet, BigDough, SAP BO
- Helping to create processes around event execution and event compliance to speed up execution process while ensuring risk and controls are taken care of
- Work with Analytics teams to create avenues for automation within client consumption reporting for executed events and new event origination ideas
- Build a strong working relationship and gain an understanding of the institutional investment community through interaction with sector specialists, research analysts, salespeople, sales-traders, traders, buy-side customers, investment banking capital markets, and corporate teams.
- Ability to adjust work hours for regular overlap with NY hours (till noon EST).

What we’re looking for:

- Team player mentality with the ability to develop relationships across a broad range of constituencies
- Strong knowledge and aptitude for understanding the markets, companies, financial statements, valuations and investment fundamentals.
- Ability to multi-task, work under pressure and make sound business judgments.
- Demonstrate superior verbal, written and presentation skills.
- Strong interpersonal skills with the ability to work with multiple constituencies both internally and externally (e.g. Research, Investment banking, Sales & C-Suite executives)

Skills that will help you in the role:

- Master’s degree from premier institutes
- 4+ years of relevant experience
- Advanced knowledge of excel, PowerPoint, presbuilder and word
- Good knowledge of financial concepts and markets

Desirable skills/Preferred Qualifications:

- Knowledge of various databases like Factset, Bloomberg, etc
- A good understanding of the securities regulations in the US

Where will you be working?
Mumbai

Be More at Barclays
Interested and want to know more about Barclays? Visit home.barclays/who-we-are/ for more details.
Purpose, Values and Mindset

We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.
Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.

Respect
We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.
Integrity
We operate with honesty, transparency and fairness in all we do.
Service
We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.
Excellen