Purpose of the role
To deliver high-quality investor access events, including non-deal roadshows, conferences and expert meetings.
Accountabilities
Analyst Expectations
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.
The Barclays Corporate Access Desk seeks to increase the overall quantity and quality of corporate and investor interactions. The team interfaces with multiple constituencies within the Firm, i.e. Sales and Trading, Research, Syndicate and Banking, as well as external, i.e. investment community and corporate clients. The individual will work as an integral part of the CA team.
To be successful as a Research - Analyst in corporate access team you should have:
The analyst will work closely with sector specialists who focus on specific sectors and are responsible for all corporate access activity related to each sector, including but not limited to, roadshows, conferences, field trips and special events.
Prepare marketing materials, including (but not limited to) pitch books/presentations, shareholder analysis, bespoke trip layouts and feedback documents for corporate clients.
Presentations – being able to execute on a vision and being able to understand what needs to be conveyed with the document including all data sets and being able to help guide on the best way to present it. More collaborative than reactive.
Helping to build a dynamic investor data base pulling from internal resources as well as gathering information from external data bases as well to help with pitches, and shareholder targeting exercises.
Communicate with various business units within the bank to obtain market intelligence, maintain connectivity and gather content regarding the markets and the sectors.
Key liaison with multiple stakeholders for event planning and execution process like: Research analysts, Sales, Event Compliance
Working knowledge / ability to quickly learn Barclays systems and tools like FactSet, BigDough, SAP BO
Some other highly valued skills may include:
Helping to create processes around event execution and event compliance to speed up execution process while ensuring risk and controls are taken care of
Work with Analytics teams to create avenues for automation within client consumption reporting for executed events and new event origination ideas
Build a strong working relationship and gain an understanding of the institutional investment community through interaction with sector specialists, research analysts, salespeople, sales-traders, traders, buy-side customers, investment banking capital markets, and corporate teams.
Ability to adjust work hours for regular overlap with NY hours (till noon EST).
You may be assessed on critical skills such as Research analysts, Sales, Event Compliance, prepare marketing materials, presentations, communication.
This role is based on Mumbai.