Junior Investment Strategist

• Location: Canary Wharf, 1 Churchill Place
• Purpose of the role
• To generate the PBWM views on financial markets and strategic asset allocation.

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.

Vice President Expectations

To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..

If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..

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 be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..

Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.

Manage and mitigate risks through assessment, in support of the control and governance agenda.

Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.

Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.

Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.

Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.

Adopt and include the outcomes of extensive research in problem solving processes.

Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills 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.