Equity Research Energy, Analyst

This role is located in New York, NY and is regulated by FINRA.

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. Prioritize 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.

Responsibilities

• Perform prescribed activities in a timely manner and to a high standard, consistently driving continuous improvement.
• Lead and supervise a team, guiding and supporting professional development, allocating work requirements, and coordinating team resources.
• Develop technical expertise in work area, acting as an advisor where appropriate.
• Partner with other functions and business areas.
• Take responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies/procedures 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, regulations, and codes of conduct.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organization sub-function.
• Make evaluative judgments 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 the team and external to the organization.

Requirements

• Ability to conduct detailed analysis and valuation of companies.
• Proficiency in financial modeling and interpreting highly detailed financial statements.
• Experience in the energy-related sector.
• Solid written and verbal communication skills, with the ability to effectively convey research investment recommendations to clients.
• FINRA licensing: SIE, S63, S86, S87.
• CFA designation or in process.

Skills

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.

Pay

Minimum Salary: $110,000
Maximum Salary: $125,000
The minimum and maximum salary information above includes only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

Barclays Values and Mindset

• Demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship.
• Demonstrate the Barclays Mindset – to Empower, Challenge, and Drive.