Equity Research Aerospace & Defense/Defense Tech, AVP

Purpose of the role

To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients.

Accountabilities

• Analyse 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

• Advises and influences decision making, contributes to policy development and takes responsibility for operational effectiveness.
• Collaborates closely with other functions/business divisions.
• Leads a team performing complex tasks, using well-developed professional knowledge and skills to deliver on work that impacts the whole business function.
• Sets objectives and coaches employees in pursuit of those objectives, appraises performance relative to objectives and determines 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.
• Consult on complex issues; provides advice to People Leaders to support the resolution of escalated issues.
• Identifies ways to mitigate risk and develops new policies/procedures in support of the control and governance agenda.
• Takes ownership for managing risk and strengthening controls in relation to the work done.
• Collaborates with other areas of work, for business-aligned support areas to keep up to speed with business activity and the business strategy.
• Engages in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practices (in other areas, teams, companies, etc.) to solve problems creatively and effectively.
• Communicates complex information.
• Influence or convince stakeholders to achieve outcomes.

Priorities and Skills

• Ability to conduct detailed analysis and valuation of companies.
• Proficiency in financial modelling and interpreting highly detailed financial statements.
• Aerospace & Defense, Technology, Industrials, or related sector experience.
• Excellent written and verbal communication.
• The ability to effectively convey research investment recommendations to clients.
• Some other highly valued skills may include:
• Familiarity with financial software and databases such as Bloomberg, and advanced Excel.
• Experience in building and maintaining relationships with institutional clients.
• Ability to lead projects and mentor junior analysts.
• FINRA licensing: SIE, S63, S86, S87.
• CFA designation or in process.

Qualifications

• Minimum Salary: $125,000
• Maximum Salary: $175,000

Pay

Base salary only. Includes no other type of compensation or benefits that may be available.

Schedule

Full-time

Benefits

N/A

Skills

• Risk and controls
• Change and transformation
• Business acumen
• Strategic thinking
• Digital and technology
• Job-specific technical skills

Location

New York, NY

Regulation

Regulated by FINRA