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Investment Analyst

Mumbai, India

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Date live: 09/17/2024

Business Area: Private Bank and Wealth Management

Area of Expertise: Relationship Management

Contract: Temp/Contractor Payroll (Fixed Term)

Reference Code: JR-0000013501

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Relationship Management

Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.

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About Investment Portfolio Analyst
The Investment Portfolio Analyst team supports Investment Advisors, Investment Managers, and Investment Specialists in the Investments team in preparing client portfolio analytics, review collaterals and presentations for clients/prospects, including standard and bespoke requirements.

­­­­­­­­­­­­­­­­­­Overall purpose of role

The role holder, as part of the Investments team, will collaborate with Investment Advisors, Investment Managers, Investment Specialists, and internal front-to-back office teams to understand, templatize and regularly deliver investment portfolio analysis and reporting requirements. Responsibilities often include gathering investments data, running analytics (in a semi-automated environment), and preparing appropriate reports/presentations for internal and external use with clients. Additionally, the role holder will actively support the teams in process change management and platform automation in the areas covered.

Key Accountabilities

  • Support Investment Advisors, Investment Managers, and Investment Specialists in the Investments team in preparing/collating presentations/analytics/reports/reviews for clients and prospects.
  • Meet/manage expectations with respect to timeliness of preparing and delivering the above.
  • Ensure that reports prepared do not contravene applicable regulatory guidelines and are accurate.
  • Verify integrity and accuracy of information presented in reports.
  • Assist clients and colleagues to understand and interpret reports.
  • Identify opportunities to improve data consistency, information, analytics, MIS, and presentation of reports and efficiency of producing them.
  • Support process change management, development of templates and SOP and platform automation.

Stakeholder Management and Leadership

  • Pro-active engagement with Investment Advisors, Investment Managers, Investment Specialists, relationship managers and service managers as well as clients.
  • Maintain engagement with Compliance and ROC teams towards ensuring that the reports remain compliant with relevant regulatory guidelines and internal standards and relevant risks are managed.
  • Maintain relationship with Operations towards accurate and timely production of reports.
  • Maintain relationship with Technology teams towards any enhancements/changes in client reporting to be implemented.
  • Building specialisation in maintaining high reporting standards, ensuring accuracy and relevance in financial reporting to meet the expectations of both internal and external stakeholder.

Decision-making and Problem Solving

  • Regularly involved in prioritising competing business demands and client expectations.
  • Able to work cross-functionally to solve problem and drive decision making.
  • Action-oriented and organised.
  • Ability to handle several tasks simultaneously and prioritise accordingly.
  • Self-motivated, able to work on their own initiative and remain calm under pressure.

Risk and Control Objective

  • Take ownership for managing risk and strengthening controls in relation to the work you do.
  • Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.
  • Conduct regular/periodic self-assessment of controls to ensure managed CRM tools are in operating within risk appetite of the Business and Group

Essential Skills/Basic Qualifications:

  • A relevant degree in finance, accounting, business or a related field. Professional certification such as CFA or CA.
  • Proficiency in investment accounting, financial assets reporting and a good understanding of relevant regulations and compliance standards.
  • Strong analytical and quantitative skills to analyse financial data to prepare various customise reports as per client requirements.
  • High level of accuracy and attentions to detail, ensuring precise and error free reporting.
  • Ability to identify and solve complex problems related to investment accounting and reporting.
  • The role holder will be responsible to understand all the investment products available in the industry and accounting of client’s transactions in systems. Ability to quickly come up the learning curve.

Desirable skills/Preferred Qualifications:

  • Knowledge and experience in accounting and reporting of various investment product available in the financial services industry like Equity, Debt, Manage Account, AIF, Mutual funds, Held away assets reporting, etc.
  • Experience working in Fund accounting and Bespoke reporting.
  • Familiarity with financial software and tools as well as advanced Excel skill.
  • Excellent organizational and time management skills to meet tight deadlines and manage multiple tasks simultaneously.
  • The right candidate will have an excellent command of the English language with strong written and verbal communication skills, and presentation skills (PowerPoint).

Purpose, Values and Mindset

We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.

Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.

Respect

We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.

Integrity

We operate with honesty, transparency and fairness in all we do.

Service

We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.

Excellence

We champion innovation, and use our energy, expertise and resources to make a positive difference.

Stewardship

We prize sustainability, and are passionate about leaving things better than we found them.

Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.

Empower

Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.

Challenge

Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.

Drive

Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 39 countries and employing around 100,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.

To find out more about Barclays' strategy please click here.

Barclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.

We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

Learn more about Barclays locations

Across our campuses, we offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations. Designed for innovation and comfort, they support a dynamic and productive work environment.

Gain access to wellness rooms, gyms and mental health support.

Our welcoming and inclusive culture supports you to bring your whole self to work, explore your potential and pursue your passions

Modern spaces designed for teamwork and brainstorming.

There’s so much more than work to involve and engage you on campus. From socialising to sports, from community events to volunteering.

Learn more about Barclays locations

Across our campuses, we offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations. Designed for innovation and comfort, they support a dynamic and productive work environment.

Health and wellness

Gain access to wellness rooms, gyms and mental health support.

A place where you can belong

Our welcoming and inclusive culture supports you to bring your whole self to work, explore your potential and pursue your passions

Collaborative Areas

Modern spaces designed for teamwork and brainstorming.

More than work

There’s so much more than work to involve and engage you on campus. From socialising to sports, from community events to volunteering.

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success. Our colleague networks offer connection, support, and growth, while our "This is Me" series shares the unique stories of our colleagues. Committed to diversity, equity, and inclusion, Barclays values you for who you are and ensures you truly belong.

You can learn more about our commitment to our colleague on our DE&I page.  

Learn more

Application Process

Your application

We’ll ask for information about you, your CV and cover letter.

1

Your assessment

Covering your behaviours and ability at work.

2

Your interview

Exploring your past experiences and skills.

3

Next step

We’ll request additional information so that you can complete our screening process

4
How to ApplyRead our FAQ's
Barclays

Working flexibly

We’re committed to providing an inclusive culture and environment, that recognises and supports ways to balance your personal needs, alongside the professionaC8l needs of our business. Providing the opportunity for all our employees globally to work flexibly empowers each of us to work in a way that suits our lives, as well as enabling us to better service our customers’ and clients’ needs.

Our approach to working flexibly is designed to support you to balance your life and to accommodate diverse needs, whilst still allowing us to meet our business needs. If you’d like to request a flexible working arrangement, please discuss this with your hiring manager.

Hybrid working: Our approach to hybrid working ensures there’s the right balance of working alongside colleagues at our onsite locations, as required for each role. For business areas that offer a hybrid working experience, this will be in a structured way, where colleagues work at an onsite location on fixed, ‘anchor’, days of the week. Some roles may require full onsite working. Please discuss the working pattern requirements for the role you are applying for with the hiring manager.

We continue to embed and review our hybrid working environment and remain in a phase of testing and learning. This means that working arrangements could change, with reasonable notice, to align with the needs of our business.

Barclays is built on an international scale.

Our geographic reach, our wide variety of functions, businesses, roles and locations reflect the rich diversity of our worldwide customer base. All of which means we offer incredible variety, depth and breadth of experience.
And the chance to learn from a globally diverse mix of colleagues, including some of the very best minds in banking, finance, technology and business. Throughout, we’ll encourage you to embrace mobility, exploring every part of our operations as you build your career.

Find more information

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