Step into the role of Investment Analyst, where you’ll provide first class support by analysing and enhancing investment operations, ensuring seamless processes, and driving accuracy and efficiency across key functions to safeguarding their clients and organisation with expertise and care. You may be assessed on essential skills relevant to succeed 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. Put yourself at the heart of the Barclays. A career in banking operations puts you at the very centre of their business strategy. By putting customers at the heart of everything they do, they’re putting their whole business behind their Customer facing teams. As the face of their brand, especially in an increasingly digital world, you'll play a vital role in their customers' financial lives. Here, your voice is heard, and you’ll have the support and opportunities to thrive.
Name of the
Organization: Barclays
Requisition
ID: JR-0000025469
Positions: Investment
Analyst
Location: Chennai
Salary: As per
company Norms
Educational
Qualifications:
- Graduate
- Strong knowledge of investment operations, including Static Setup (Pricing & Asset Setup), Settlement, Corporate Action & Reconciliation.
- In-depth product knowledge across equities, fixed income, structured products, and mutual funds.
- Experience in analysing and improving operational workflows to ensure efficiency and compliance.
- Proven ability to collaborate with stakeholders and deliver high-quality results in a fast-paced environment.
Job Description:
To
support PBWM with day-to-day processing, reviewing, reporting, and issue
resolution.
Accountabilities
- Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
- Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
- Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
- Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
- Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
- Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
- Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
- Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.
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.
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