RMG

Purpose of the role

Desk Analysts cover relevant sectors and credits and watch for news events.  Desk Analysts work with Traders and Salespeople to convey company and market updates internally and externally to clients.  Desk Analysts build financial models for the purpose of forecasting financial performance and evaluating capital structure opportunities.  Desk Anaylsts spend significant time researching relevant companies and their industries to identify emerging trends which will impact subject company performance.  Diligence consists of reading and understanding industry press, company financial reports and documents, expert interviews, and meeting with company management teams.

Accountabilities

• Maintenance and updating of financial models, as well as client databases accurately.
• Reports, presentations, and documentation preparation to support sales and trading activities.
• Monitoring of market data, industry news, company news and assist in the analysis of financial information for trading decisions.
• Monitoring financials and news flow for particular credits, sectors and general financial news
• Using your understanding of fundamental credit to work with traders to develop trade ideas
• Performing fundamental credit analysis on specific credits and developing actionable investment ideas for the trading desk
•  Participating in earnings/company calls, building financial models, and maintaining trading blotters

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.

Join us as a “RMG - Secured Funding & Liquidity - Analyst” in RMG Secured Funding and Liquidity team within Global Markets. You’ll use technology and finance / risk knowledge to help management understand, monitor, and optimize the Secured Funding and Liquidity profile of the business. 

To be a successful “RMG - Secured Funding & Liquidity - Analyst” candidate must Build and enhance dashboards and reporting to provide clear, timely insights on Secured Funding and Liquidity metrics for Global Markets. Analyze data across the secured funding business globally, identify drivers of key movements, and support stakeholder discussions with evidence-based insights.

You may be assessed on the key critical skills relevant for success in this role, You may be assessed on skills critical for success in the role, including analytical problem-solving, stakeholder management, communication, and the ability to deliver high-quality outputs under time pressure. 

Basic/ Essential Qualifications:

• Graduate from a top-tier Engineering or Business school. 
• Strong written and verbal communication skills, with the ability to explain complex topics clearly to senior stakeholders. 
• Interest in Finance, Risk, and Liquidity matrices. 
• Knowledge of financial products, risk analytics, prime brokerage business and secured funding. 
• Experience creating dashboards in Tableau, Power BI, or similar tools. 
• Strong technical skills in Python, SQL, Qlik and Microsoft Excel. 
• Ability to leverage AI tools such as Co-Pilot, Claude etc. 
• Strong ownership mindset, organization, and ability to prioritize in a fast-paced environment. 

Desirable skillsets/ good to have:

• Understanding one or more asset classes (Equities, Fixed Income, FX). 
• Experience in finance or risk. 
• Progress toward CFA or FRM.  

This role will be based out of NKP, Mumbai.