Equity Research Software, AVP

About the role

The Equity Research Software, AVP role at Barclays involves driving the efficiency and advancement of research processes, generating valuable insights that optimise research outcomes for Barclays. Your work will support the organization in making informed decisions and staying ahead in the industry.

Responsibilities

• Analyze market, sector, corporate, and economic data to develop investment theses for your coverage universe, producing best-in-class research.
• Present research views to Barclays clients through direct, face-to-face, and virtual interactions, as well as through research-hosted events and written communications.
• Engage 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.
• Provide insights and research views to internal clients to help them navigate financial markets and risks.
• Collaborate with the supervisory analyst, compliance, and other stakeholders to ensure research is produced and delivered to clients and internal stakeholders in a compliant manner.

Requirements

• Ability to conduct detailed analysis and valuation of companies
• Proficiency in financial modeling and interpreting complex financial statements
• Deep understanding of the specific industry or sector being covered
• Excellent written and verbal communication skills
• The ability to effectively convey research investment recommendations to clients

Qualifications

• Experience in Software and other related tech research
• Familiarity with financial software and databases such as Bloomberg, and advanced Excel
• Ability to lead projects and mentor junior analysts
• FINRA licensing: SIE, S63, S86, S87
• CFA designation or in process a plus

Skills

• Experience in Software and other related tech research
• Familiarity with financial software and databases such as Bloomberg, and advanced Excel
• Ability to lead projects and mentor junior analysts
• FINRA licensing: SIE, S63, S86, S87
• CFA designation or in process a plus

Benefits

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

Pay

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

Schedule

This role is located in New York, NY.

Application Process

Your application
We’ll ask for information about you, your CV and cover letter.
1. Your assessment
Covering your behaviors and ability at work.
2. Your interview
Exploring your past experiences and skills.
3. Next step
We’ll request additional information so that you can complete our screening process.
4. Working flexibly
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognizes and supports your personal needs, alongside the professional needs of our business. If you’d like to explore flexible working arrangements, please discuss this with the hiring manager. Your request will be reviewed in-line with the requirements of the role/business needs of the team.
Hybrid working
We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area. Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.