Ba4 - Research

Join us as a "Equity Research Automation Expert" at Barclays, where you'll be automating the extraction of data from multiple sources, and building dashboards and visualizations to enhance the team’s productivity and insights.

To be successful as a Equity Research Automation Expert**,** you should have experience to

1- 2+ years of experience in data extraction techniques (web scraping, APIs), automation or dashboarding in roles preferably from finance, banking, Research, MIS,FP&A world.

2- Strong proficiency in programming languages such as Python, VBA, or R

3- Knowledge of data visualization tools (Tableau, Power BI, etc)

Some other highly valued skills include:

- #1- Strong in advance excel

2- Interested to learn equity research/ finance

3- Strong communication
- Collaborate with the equity research team to understand workflow bottlenecks and identify areas for automation
- Develop scripts to extract relevant financial and market data from external websites and databases and update relevant files
- Automate and regularly update files, ensuring timely and accurate information is available for research purposes
- Build and maintain automated workflows for updating financial models, databases, and research reports
- Ensure data consistency and accuracy across all the files
- Automate the generation of charts, graphs, and visual reports for equity research analysis
- Provide training and documentation for team members on using the automated tools and processes effectively
- Develop interactive dashboards and reports that provide clear insights for the deep dive analysis
- Work with the IT and research teams to integrate automated solutions with existing platforms and databases
- Regularly monitor the performance of automated processes, troubleshoot issues, and ensure high uptime
- Maintain and update automation scripts and tools as required, ensuring they adapt to evolving data sources or business needs
- Monitor relevant market news and summarizing as well
- Update models/spreadsheets
- Gather data relevant to the sector around pricing, promotions etc.
- Compile historical data in respect of stocks and companies from publicly available sources
- Assist with adhoc analysis as may be required by the senior analysts or in response to client queries

This role will be based out of Mumbai.

“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”

**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