Junior Investment Strategist
Purpose of the role
Accountabilities
- Provision of expert input and content on investment-related topics.
- Management of product development initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness. .
- Relationship management of product development stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services.
- Development and implementation of policies and procedures for product development.
- Management of product development risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank's product development and compliance functions. .
- Stay up to date with of regulatory changes to ensure that all content provided to clients aligns with current requirements and standards, maintaining compliance and safeguarding the interests of both clients and the PBWM.
- Organisation and facilitation of the PBWM main internal meetings (GMC and GIC) ensuring smooth coordination and effective communication among stakeholders.
Assistant Vice President Expectations
- To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
- Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
- 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 will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
- Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
- Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
- Take ownership for managing risk and strengthening controls in relation to the work done.
- Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
- Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
- Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
- Influence or convince stakeholders to achieve outcomes.
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.
Join us as a Junior Investment Strategist in our Private Bank and Wealth Management team based in London.
The team is responsible for generating and communicating Barclays Private Bank's views on the macroeconomy and financial markets. The team supports both clients and internal stakeholders on topics including asset allocation, risk management and the overall investing journey.
The Junior Investment Strategist will work closely with and support each member of the cross-asset class Investment Strategy team. The Investment Analyst will contribute to the generation of the Private Bank's market views and to the creation and maintenance of the content associated with them (regular written updates, presentations, podcast). The Investment Analyst will also help with the organization of the Private Bank's main internal meetings.
What you will be doing
- Cross asset class data analysis and research
- Preparation and maintenance of various presentations
- Production of investment-related content
- Occasional presentations to internal stakeholders
- Organization of various internal and external meetings
Essential Skills/Basic Qualifications
- Previous experience within financial services/banking
- A solid understanding of financial markets
- Proficiency with the tools most used in financial services (Bloomberg, Excel, PowerPoint...)
- Curiosity and the desire to expand his/her knowledge of financial markets
Desirable skills/Preferred Qualifications
- Previous experience within Private Banking or Wealth Management
- CFA Qualified
You may be assessed on the key critical skills relevant for success in role such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in London.
Not included in the source posting: about the role, benefits.
Skills
Who can apply
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