Equity Research Utilities, Analyst

Overview

Join Barclays as an Equity Research Utilities, Analyst, 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.

• 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.
• Engage with institutional clients to communicate research findings and provide strategic recommendations.
• Analyze market, sector, corporate and economic data to develop investment theses across the coverage universe.
• Research may range from individual company or sector notes through to long‑dated thematic reports.
• Present research views to Barclays Clients through direct, face‑to‑face and virtual interactions, hosted events and written communications.
• Engage with Markets, Client Strategy and other stakeholders to raise awareness of research both to Clients and internally, prioritising 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 compliant and delivered to Clients and internal stakeholders in a compliant manner.

• Ability to conduct detailed analysis and valuation of companies.
• Proficiency in financial modelling and interpreting highly detailed financial statements.
• Deep understanding of the specific industry or sector being covered.
• Solid written and verbal communication.
• Ability to effectively convey research investment recommendations to clients.

• Familiarity with financial software and databases such as Bloomberg, and advanced Excel.
• Experience building and maintaining relationships with institutional clients.
• Ability to lead projects and mentor junior analysts.
• FINRA licensing: SIE, S63, S86, S87.
• CFA Level.

Location:

New York, NY.
Regulated by FINRA.

Minimum Salary: $110,000. Maximum Salary: $125,000.

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

To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients.

• 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.

• 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…