Investment Analyst

London, England

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Date live: May. 13, 2025

Business Area: Investments

Area of Expertise: Relationship Management

Reference Code: JR-0000044451

Contract: Permanent

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As an Investment Analyst you will work in partnership with Relationship Managers in Private Bank, as an investment specialist with deep understanding of our investment proposition, focusing on direct interactions with affluent clients. The Investment Analyst will build internal and external relationships to grow and develop a portfolio of investment and discretionary clients. Investment Analyst’s are expected to research and maintain knowledge of all applicable regulatory requirements and compliance policies. Adherence to all such standards, both legal and regulatory to avoid exposing the business to undue risk is a critical component of this role.

To be successful as an Investment Analyst, you should have these essential skills/ qualifications:

You will have a first-class understanding of the constituent asset classes of our investment philosophy, equities, bonds, alternatives, derivatives, and foreign exchange.
Strong knowledge of macroeconomics, portfolio construction and a range of solutions to execute implementation. An understanding of behavioural economics is also preferable.

Some other highly valued skills include:

Industry qualifications to FCA Level 4 and/or CFA, and maybe required to gain further qualifications as determined by business demands.
Self-motivated, be able to plan and execute client acquisition and relationship strategies.
Relevant experience of the affluent investment industry commensurate with the grade.
Strong presentation skills in order to effectively showcase our investment proposition.
The ability to work with colleagues worldwide to deliver banking and other services, thus ensuring a holistic service for the client.

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.

Office location: 1 Churchill Place, London

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Purpose of the role
To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.
Accountabilities
Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage.  .
Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.
Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.
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 work and 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.