Research Operations Analyst

Join us as a " Research Operations Analyst " at Barclays, Global Research Team. Barclays Global research provides a wide range of unique ideas to help our clients make the best investment decisions. Our Research teams are highly rated and consistently ranked amongst the top research teams in various surveys. We cover over 1,700 stocks spread across industries and geographies. By leveraging our industry leading global macro expertise and integrating our research across asset classes, we provide our clients with unique research and market intelligence.

To be a successful "Research Operations Analyst" – This candidate would be managing the process for capturing and standardizing broker votes. The candidate will work closely with Research business managers to capture broker vote data from various client formats in a pre-defined structure and format using a web based portal. This successful candidate will own this process across the Americas and European client base and will engage with multiple stakeholders to ensure capture is completed in a timely fashion on an ongoing basis.

You may be assessed on the key critical skills relevant for success in role, such as experience with businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term. 

Essential Skills/Basic Qualifications:

• Relevant work experience in a data intensive process and hands on reporting experience.

• Excellent written and verbal communication skills.

• Ability to work in a time sensitive environment.

• Strong interest in the subject matter.

• Resourcefulness, and proactive attitude.

• Proficient in MS Excel using Macros and MS Office applications with the knowledge of lookups, functions and basic reporting in Excel.

• Ability to work during UK business hours.

Desirable skills/Preferred Qualifications:

• Bachelors/Master’s Degree.

• Ability to quickly grasp concepts and implement them.

• Strong interest in the subject matter.

• Resourcefulness, and proactive attitude.

• Report development using SAP Business Objects is preferable.

• Basic understanding of financial terms and the research business would be an added advantage.

• In depth understanding of the broker vote process within a research environment would be an advantage but not essential.

This role will be based out of NKP 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 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.