Equity Strategy - Analyst

Barclays; Mumbai; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Barclays in Mumbai seeks an Equity Strategy - Analyst to join the Asia-Pacific Equity Strategy team. You will update and maintain databases tracking earnings, valuations and macro indicators, and contribute to top-down macro analysis, index target modelling, and quantitative studies.

You will assist in preparing research reports and marketing presentations, monitor market news, and develop productivity tools using AI and programming to enhance data handling.

Qualifications

• Master’s degree in Finance/MBA/Economics from premier institutes.
• CFA or CFA candidate is desirable.
• Experience in macro/strategy research roles preferred.

Responsibilities

• Update and maintain databases tracking earnings, valuations and macro indicators.
• Conduct top-down macro analysis and model index targets and earnings growth.
• Carry out quantitative analysis and track earnings for index constituents.
• Assist in writing research reports and building presentations for senior analysts.
• Monitor market news and developments relevant to equities.
• Develop productivity tools using AI and programming to enhance data handling.
• Work under pressure to meet tight deadlines and respond to client requests.

Skills

Finance & Economics background

CFA candidate

Macro/Strategy research

Education

Master’s in Finance / MBA / Economics

Tools

Bloomberg

Datastream

FactSet

CEIC

Python

VBA

Job description

Join as an "Equity Strategy - Analyst", integral member of Asia-Pacific Equity Strategy team where you will assist the Strategy team with updating and maintaining databases to track earnings, valuations, economic or other relevant indicators. Also, assisting with conducting top-down analysis on macro-economics, modelling index targets and earnings growth, carrying out quantitative analysis, tracking earnings for companies comprising the index, etc.

Assist in writing full or parts of research reports; Build marketing presentations with the direction of senior analyst.

Monitoring relevant market news

Make productivity improvements using AI tools; candidate should be open to spend some of his/her time using programming skills to develop and maintain databases to enhance productivity.

The candidate should be able to work under pressure and amid tight deadlines and be able to respond to requests from internal and external clients (both fundamental and quantitative) in a flexible manner.

The role offers the right candidate a potential to develop and grow knowledge of the workings of a financial market.

Essential Skills:

• Master’s in Finance/ MBA /economics from premier Institutes with some experience in research
• CFA/CFA candidate (desirable)
• Experience in macro/strategy research related roles preferred

Desired Skills:

• Proficient in MS Excel, Powerpoint and other MS Office applications
• Experience with financial databases such as Bloomberg, Datastream, FactSet, and CEIC; candidates should have hands-on experience with at least some of these platforms.
• Coding in Python, VBA (desirable)
• Must have is some research experience which demonstrates superior analytical abilities

Personal skills required:

• Excellent written and verbal communication skills
• Strong attention to detail
• Good understanding of equity markets and macroeconomic drivers
• Demonstrated ability to work in a time sensitive environment
• Ability to work effectively in a team environment
• Resourcefulness, and proactive attitude
• Passion for analysing financial markets

You may be assessed on the key critical skills relevant for success in role, such as experience with Equity Strategy, as well as job-specific skillsets.

This role is based out of Mumbai.

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 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 workand areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements 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 team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.