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Barclays

Wealth management services for UK clients

Mortgage Research VP

Equity & Credit ResearchUpdated on Nov 9
Full-timeNew York, NY, USA$155k - $225k /yrIn-person

About the Job

Requirements

  • Ample communication, presentation, and writing skills with the ability to effectively communicate highly detailed market views.
  • Demonstrated experience in mortgages, residential mortgage-backed securities, mortgage-backed securities, fixed income investing, or related markets.
  • Attention to detail and ability to operate in a fast-paced, market-driven environment.
  • Advanced proficiency in Microsoft Excel and Bloomberg.
  • Experience working with large and multi-layered datasets to support investment research and strategy-making.
  • The role is regulated by the Financial Industry Regulatory Authority.

Responsibilities

  • Analyze market, sector, corporate, and/or economic data to develop investment theses for the coverage universe and produce research.
  • Produce individual company or sector notes and long-dated thematic reports.
  • Present research views to Barclays 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.
  • 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.
  • Develop and articulate investment strategies and produce and publish thematic research on mortgage-backed securities for internal and external audiences.
  • Assess large and multi-layered datasets to identify market opportunities, risks, and emerging trends across mortgages and fixed-income markets.
  • Work with traders, salespeople, other research teams, and clients to provide actionable insights and recommendations.
  • Evaluate market developments, macroeconomic trends, consumer behavior, and credit dynamics affecting mortgage markets.
  • 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 performed.
  • Advise key stakeholders, including functional leadership teams and senior management, on functional and cross-functional areas of impact and alignment.
  • Create solutions through sophisticated analytical thought, comparing and selecting complex alternatives to define problems and develop innovative solutions.
  • Incorporate extensive research outcomes into problem-solving processes.
  • Build and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish business objectives.

Desired Qualifications

  • Proficiency in SQL and/or Python for data evaluation, automation, and research applications.
  • Experience leveraging data science, analytics, or artificial intelligence tools to improve research workflows and investment processes.
  • Critical-thinking and problem-solving abilities.
  • Broad understanding of economics, credit markets, and mortgage-related products.
  • Demonstrated curiosity and commitment to continuous learning.

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

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