AVP Equity Research Analyst - Machinery

Barclays; New York (NY); On-site; USD 125,000 - 175,000; Full time

Job summary

Join a leading financial institution as an Equity Research AVP - Machinery. In this role, you will work closely with senior analysts to conduct research, produce comprehensive reports, and engage with institutional clients. Your expertise in financial analysis and ability to communicate effectively will help drive investment strategies and insights for Barclays' clients.

Qualifications

• Strong ability to analyze market trends and produce insightful reports.
• Proficient in financial modeling and complex financial statement interpretation.
• Experience in engaging clients and leading projects.

Responsibilities

• Produce and deliver research with actionable insights for clients.
• Analyze market, sector, corporate, and economic data.
• Present research views to clients through various platforms.

Skills

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

Strong written and verbal communication

Ability to effectively convey research investment recommendations to clients

Education

FINRA licensing: SIE, S63, S86, S87

CFA Level 1

Tools

Bloomberg

Advanced Excel

Job description

Join Barclays as an Equity Research AVP - Machinery where you’ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations, while monitoring market trends, economic indicators, and company news to update and refine investment solutions. You will also engage with institutional clients to communicate the research findings and provide strategic recommendations.

To be successful as an Equity Research AVP - Machinery, you should have:

• 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
• Strong 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 Level 1

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is located in New York.

This role is FINRA regulated.

Minimum Salary: $125,000

Maximum Salary: $175,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available.

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.

Assistant Vice President Expectations

• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

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.