Inactive
B

Barclays

Wealth management services for UK clients

Equity Research Aerospace & Defense/Defense Tech - AVP

Equity & Credit ResearchPosted on May 30
Full-timeNew York, NY, USA$125k - $175k

About the Job

Requirements

  • Ability to conduct detailed analysis and valuation of companies.
  • Proficiency in financial modelling and interpreting highly detailed financial statements.
  • Experience in aerospace and defense, technology, industrials, or a related sector.
  • Familiarity with financial software and databases such as Bloomberg, and advanced Excel.
  • Experience building and maintaining relationships with institutional clients.
  • Ability to lead projects and mentor junior analysts.
  • FINRA licensing: SIE, S63, S86, S87.
  • CFA designation or in process.

Responsibilities

  • Analyze market, sector, corporate, and/or economic data to develop investment theses for the coverage universe and produce research.
  • Produce research ranging from individual company or sector notes to long-dated thematic reports.
  • Present research views to clients through direct, face-to-face, and virtual interactions, research-hosted events, and written communications.
  • Engage with Markets, Client Strategy, and other stakeholders to raise awareness of research with clients and internally, prioritizing the most relevant and valuable clients.
  • Provide insights and research views to internal clients to help them navigate financial markets and risks.
  • Collaborate with the Supervisory Analyst, Compliance, and other stakeholders to ensure research is produced and delivered compliantly.
  • Collaborate with senior analysts to produce comprehensive research reports and presentations.
  • Monitor market trends, economic indicators, and company news to update and refine investment solutions.
  • Engage with institutional clients to communicate research findings and provide strategic recommendations.

About the Company

Barclays

Wealth management services for UK clients

Barclays Wealth Management helps UK clients manage and grow their wealth through a regional network of financial experts. It delivers personalized advice and services—such as investment management, financial planning, and estate and trust planning—tailored to each client’s goals, risk tolerance, and time horizon, with support from Barclays’ broader resources. What sets it apart is the combination of local, face-to-face guidance with the scale and range of a large UK bank, offering access to a wide array of financial products and research. The goal is to help clients preserve and grow their wealth over the long term by providing comprehensive, advisor-led guidance aligned with individual financial objectives.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1690

Recently Posted Jobs

Explore more opportunities at Barclays

See more jobs