Join us as a "Research Operations Analyst" at Barclays, where primary focus is to facilitate the authoring distribution of Barclays Fixed Income and Equities research to institutional clients across a variety of internal and third-party research platforms. The Research Operations team is located in London, New York and Mumbai and provides global coverage. The Research Operations team is involved in many research projects, business testing of our authoring and distribution systems as well as centrally managing all research related employee and client entitlements

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

To be successful as a Research Operations Analyst, you should have experience to:

#1- Continuing development and maintenance of the existing Equities financial database. Ensuring high-quality financial data for calculations, validations, industry specific values and forecast data throughout the entire lifecycle of publication, from data upload to distribution.

#2- Training analysts and their teams to upload their company financial data into the Financial Research database. Creation of upload and publication templates prior to initiation and on an ongoing basis.

#3- Facilitating on-demand changes to calculations and line items on a per company basis, within sub-sectors and across regions.

#4- Supporting the Research Production team with regards to all financial data-related matters in product, feeds, and on Barclays Live, our client facing portal.

#5- A good understanding of accounting, financial statements and fundamental Equity Research valuation.

Some other highly valued skills include:

#1- Maintaining the data integrity between analysts’ model data and data in the system by monitoring the system and generating reports on a regular basis to eliminate any errors or inconsistencies.

#2- Production of quarterly reports for research management on data completeness.

#3- Performing user acceptance testing and sign-off for all system changes.

#4- Contribute to the development of the new Financial Database for Macro Economic Forecasts.

#5- Equity Research and financial database management experience preferred.

This role will be based out of Mumbai.

Purpose of the role

To facilitate high quality and consistent production of Barclays Research products, as well as the delivery of those products to Barclays Clients via the firms Research platforms and channels. 

Accountabilities

Management and execution of the processes to facilitate the production and delivery of Research products to Clients .Identification of changes to systems and processes to continually improve the delivery to our internal stakeholders and Clients .To collaborate with Research Analysts, Management and other relevant stakeholders to help deliver seamless execution of processes, the resolution of issues, and to drive improvements to our processes and technology.Adherence to the highest standards of risk management and controls; identify potential risks and help to develop strategies to mitigate those risks.

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 expertiseThorough understanding of the underlying principles and concepts within the area of expertiseThey 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.