Job Description
Purpose of the role
To provide financial expertise and support to various departments and business units within the organisation by the gathering, analysis and interpretation of financial data to inform investment decisions, assess financial risks, and support strategic planning.
Accountabilities
- Evaluation of investment opportunities and potential risks through in-depth research on companies, industries and market trends, and preparation of investment recommendations and reports for investment committees.
- Preparation of short-term and long-term financial forecasts to inform strategic planning and decision making.
- Monitoring financial risks and provision of regular reports to senior colleagues and the board of directors.
- Collection, analysis and interpretation of financial data to prepare financial reports, dashboards and presentations conveying financial insights for stakeholders.
Analyst Expectations
- Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.
- Check work of colleagues within team to meet internal and stakeholder requirements.
- Provide specialist advice and support pertaining to own work area.
- 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 all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams.
- Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise.
- Make judgements based on practise and previous experience.
- Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures.
- Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements.
- Build relationships with stakeholders/ customers to identify and address their needs.
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.
Overall purpose of role
The role holder needs to make sure they act as an extension of the desk and help the desk with daily reporting, analytics around P&L generation, book management by resolving loss making trades or any other P&L slippages with complete ownership. The role holder would also have to create tactical analytical tools to help the desk make informed decisions on a daily basis and support their daily/monthly processes.
Key Accountabilities
- To understand Securities Lending, Equity / Fixed Income Financing business flow, Systems involved, Product details and key concepts across financing business
- To be pro-active in owning the existing daily MIS/analytical reports and desk processes around Client short cover, Client Balances, Re-rates, P&L allocation, balance sheet, funding MIS, transfer pricing, data consistency checks and controls, etc. with good understanding of logic behind these reports.
- Leading one or more than one product area in the Fixed Income /Equity Financing team with basic understanding across bond & equity concepts, financing business know how and margining
- Involved in financing/trading i.e. short cover via internal lifts and external lenders, auto borrows, excess returns, refinancing trades, funding, etc with good understanding of logic behind these BAU
- Client Metrics/Financial Metrics based dashboards/reports for Top Management
- Managing the funding for Repo/PB /Cash Synthetics across EFG & FIF infrastructure via collateral efficiency, bilateral and triparty schedules along with Global Balance Sheet Analytics and Risk Reporting for key analysis
- Similarly need to be pro-active in owning the existing key analytics like Market colour reports, inefficiency reports around cost/revenue, Margin/ Haircut/ Improper Price reports, Client P&L Attribution reports, etc with good understanding of logic behind these reports
- To be able to troubleshoot in the existing BAU reports, cater to trader’s requests around providing explains around any variance in existing reports & enhancements to the existing reports as well as build new reports/models for the trading desk
- Over the time, should be able to independently analyse Equity / Fixed Income Financing business reports and processes to highlight inefficiencies and develop potential solutions from scratch in collaboration with regional traders and desks
Stakeholder Management and Leadership
This is a position which will require a high level of engagement with a variety of stakeholders across the firm, including Trading, Sales, Risk, Legal, QA, Technology and Operations.
Decision-making and Problem Solving
The role holder will interact with regional traders to understand the key areas of business, the P&L drivers, the risks involved and work closely to build and maintain solutions/models/reports that can help in making the business more efficient from cost / revenue perspective.
