Investment Analyst

Barclays; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a leading financial institution as an Investment Advisory Analyst in London. You will support Investment Advisors in managing client portfolios, providing tailored financial solutions, and ensuring compliance with regulatory standards. This role demands strong communication, teamwork, and problem-solving skills, ideal for motivated self-starters eager to develop expertise in financial markets.

Qualifications

• Some experience in Financial Services.
• Interest and understanding of financial markets dynamics.

Responsibilities

• Assist Investment Advisors in client interactions and portfolio design.
• Provide market updates and review investment portfolios.
• Respond to customer inquiries and present product advantages.

Skills

Communication

Teamwork

Problem Solving

Education

Bachelor’s degree

Job description

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Join us as an Investment Advisory Analyst (‘The Analyst’), supporting UK Investment Advisors in servicing Private Bank clients. The Analyst will gain comprehensive knowledge of Barclays investment platforms and services, supporting strategies within the Investment Advisory team to grow new and existing invested AUMs across Barclays investment solutions.

The Analyst will assist Investment Advisors in client interactions, helping to prepare and implement:

1. The design of diversified and optimized portfolios reflecting Barclays' strategic and tactical views.
2. Customization of portfolios considering personal objectives and financial personalities.
3. Provision of advice on individual solutions for clients.
4. Review of investment portfolios.
5. Provision of regular market updates on major asset classes and financial indicators.

Successful candidates will have strong communication skills, teamwork abilities, and effective time management. The role requires a motivated self-starter with innovative and commercial problem-solving skills.

Essential Skills/Qualifications:

• Bachelor’s degree.
• Some experience in Financial Services.
• Interest and understanding of financial markets dynamics.

Additional helpful skills include experience in Retail regulated products and services for high-net-worth clients and current knowledge of financial market dynamics.

This role is based in London and is classified as a Certified role under PRA & UK FCA regulations, requiring mandatory regulatory qualifications or equivalent internal benchmarks.

Purpose of the role

Develop and manage specific financial products and services, providing expertise and bridging product development, marketing, sales, and customer service.

Accountabilities

• Provide SME expertise on products and services, including features, benefits, risks, and compliance.
• Understand market trends, regulatory requirements, and analyze data to support product development and communicate findings.
• Respond to customer inquiries, attend client meetings, and understand complex financial circumstances to offer suitable options.
• Present product advantages to potential customers, build trust, and promote adoption.
• Assist in marketing material development and participate in training and networking events.

Analyst Expectations

• Perform activities timely and to high standards, driving continuous improvement.
• Possess in-depth technical knowledge and experience.
• Lead or support teams, guide professional development, and coordinate resources.
• Demonstrate leadership behaviors or develop technical expertise as an individual contributor.
• Impact related teams, partner across functions, manage risks, and ensure compliance.
• Understand how their sub-function contributes to organizational objectives and make evaluative judgments based on factual analysis.
• Resolve problems, communicate complex information, and act as a stakeholder contact outside immediate teams.

All colleagues are expected to embody Barclays Values—Respect, Integrity, Service, Excellence, Stewardship—and the Barclays Mindset—Empower, Challenge, Drive.

Additional details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking and Financial Services