Analyst - Portfolio Management and Analytics

Join us as an "Analyst - Portfolio Management and Analytics" at Barclays, where we effectively understand and manage the Risk & Capital profile of the Business. We also onboard, create, and maintain a Markets Dashboard for Risk, P&L, Volumes, and other key metrics on Tableau. Collaborate with various infrastructure and business stakeholders to understand requirements and set up interactive dashboards, analytical, and business overview reports. Periodically review data quality and integrity to ensure accuracy and reflect the overall business. Enhance the existing reporting and analytics framework to facilitate commentary and gain key insights.

You may be assessed on the key critical skills relevant for success in role, such as experience with Analyst - Portfolio Management and Analytics, as well as job-specific skillsets.

To be successful as an Analyst - Portfolio Management and Analytics, you should have experience to:

#1- Risk Analysis: Regularly and on an ad-hoc basis, analyze portfolio and specific risks across the Markets Business with an understanding of Equities, Fixed Income Credit, Macro, and Securitized Products.

#2- Dashboard Creation and Maintenance: Create and maintain a Markets dashboard (Equities, Credit, Macro, and Securitized Products) by onboarding key risk metrics on platforms like Tableau or any other relevant tool.

#3- Data Integrity Maintenance: Ensure the data integrity of dashboards through periodic checks and processes to maintain data quality.

#4- Methodology Improvement: Utilize tools like R, Python, and other analytical tools to improve existing data and risk analytics methodology, providing meaningful business insights.

Some other highly valued skills include:

#1- Project Management: Manage or participate in projects requiring Risk and Markets expertise, covering a broad range of subjects such as Technology, methodological changes, or Finance items..

#2- Control Framework Liaison: Work with control functions such as Market, Credit, and Counterparty Risk to ensure the business operates effectively within control frameworks and that these frameworks are fit for purpose.

#3- Stakeholder Management: The role will require the individual to interact with multiple stakeholders in different areas including but not limited to: Markets Management, Sales and Trading desks, Research, Market Risk, QA, IT, Compliance, Middle Office and Finance. Strong interpersonal skills are essential to navigate and align multiple stakeholders to ensure the right outcome for the firm.

#4- Decision making and problem solving: The individual requires the ability to make strategic decisions and excellent problem-solving skills.

This role will be based out of Mumbai.

Purpose of the role

To maintain the smooth and efficient operation of our trading desks, providing operational support and expertise to traders, sales professionals, and other key stakeholders, helping them maximize their productivity and minimize disruptions and handling administrative tasks, and providing market information and research. 

Accountabilities

• Provision of immediate and efficient technical support to traders and sales professionals on the trading desks, resolving hardware, software, and network-related issues to ensure uninterrupted trading activities.
• Coordination of trade execution by liaising with traders, clients, and other internal teams to ensure smooth transactions.
• Maintenance and updating of trade records, transaction logs, and client databases accurately.
• Reports, presentations, and documentation preparation to support sales and trading activities.
• Monitoring of market data and assist in the analysis of financial information for trading decisions.
• Operational tasks such as processing trades, confirming orders, and resolving trade discrepancies.

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.