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Research Analyst role in Mumbai: Drive impactful research, lead insightful presentations, and harness AI to streamline processes.
Join Barclays PMG team as BA4 - Research and play a key role in delivering precise market insights and product support.
Purpose of the role
To maximise the impact of Research across internal and external stakeholders through the co-ordination and origination of differentiated Research content, as well as the marketing and branding of Research to Clients.
Accountabilities
Origination and production of topical, market-relevant content-led global analyst roadshows, Premier Events, conferences and client engagement opportunities.
Exploration, evaluation and execution of new formats for delivering research with an eye on commerciality.
Conflict of interest mitigation for the Research department by acting as a liaison between Research and other areas of the bank.
Facilitation of adherence to best practices and applicable regulations in the production of Research via the IPC process or other governance forums and processes.
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.
Key Responsibilities
- • Maintain and and produce several daily, weekly, periodic reports and trackers, ensuring updates are shared accurately and on time.
- • Develop, run and refine screening processes for results previews, including identifying instances where forecasts are above or below consensus ahead of reporting periods.
- • Prepare daily press summaries and note links to support efficient information flow across the team.
- • Contribute to weekly planning materials, including week-ahead preparation and regular PMG reporting tasks.
- • Assist with internal coordination activities such as diary management, meeting setup and team call support where required.
- • Support recurring reconciliations, dashboard production and readership or usage reporting for key PMG products and processes.
- • Follow up with analysts and stakeholders to support tactical playbooks, round-ups and other coordinated team deliverables.
- • Monitor research notes and market content to help consolidate relevant global and FICC-related insights for the wider team.
- • Contribute to ad hoc projects, including building, updating, and improving dashboards and other team management tools, including ad hoc tasks and new areas as they develop.
- • Demonstrated willingness to leverage AI tools and techniques to improve processes and enhance workflow efficiency.
Skills and Experience
- • Strong interest in financial markets and the ability to understand market-related information and research outputs.
- • Experience managing process-driven tasks with a high degree of accuracy, organisation, and attention to detail.
- • Comfort working with trackers, dashboards, reconciliations, and recurring reporting requirements.
- • Proficiency in Microsoft Office applications, particularly Excel and PowerPoint; Bloomberg familiarity would be advantageous.
- • Ability to work in a time-sensitive environment and manage multiple deliverables across daily, weekly, and monthly timelines.
- • Strong written and verbal communication skills, with the ability to coordinate effectively across analysts and other stakeholders.
- • Demonstrated initiative and willingness to improve processes rather than simply execute tasks, including leveraging AI tools / willingness to use AI to improve processes.
- • Sound judgement, problem-solving capability, and the confidence to take ownership of assigned responsibilities.
- • Dependable in following established processes while showing curiosity and a willingness to take on broader responsibilities over time.
- • Strong emotional intelligence and the ability to work effectively with a range of stakeholders in a collaborative team environment.
- • A solutions-oriented mindset with an interest in developing market knowledge and contributing beyond core administrative execution.
You may be assessed on the key critical skills relevant for success in role, such as Understanding the Global Research business and products, Producing regular and adhoc reports/analysis, Supporting Research Sales and Client Strategy.
This role will be based of Mumbai.
"This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks".