Barclays - New York, NY

posted about 2 months ago

Full-time - Mid Level
New York, NY
Credit Intermediation and Related Activities

About the position

Barclays Capital Inc. is seeking a Financial Analyst, Research to join their team in New York, New York. This role is integral to a global financial services organization focused on conducting market fixed-income research and financial analysis, particularly within the U.S. residential mortgage market. The successful candidate will engage in comprehensive analysis of various financial aspects, including relative value trading strategies, prepayment speeds, default risk, hedging techniques, and the regulatory landscape surrounding agency and non-agency residential mortgage-backed securities (RMBS). The position involves producing detailed research publications that highlight relative value, trade ideas, and both technical and fundamental factors influencing the mortgage market. The analyst will support senior sector analysts, external clients, the trading desk, the risk department, and modeling functions by providing insights, data, and ad-hoc analysis related to mortgage-backed securities (MBS). Additionally, the role requires the creation of presentations and the development of strong relationships with external clients. The analyst will utilize specialized software to extract data from mortgage databases for valuation exercises. The purpose of this role is to deliver financial expertise and support across various departments and business units by gathering, analyzing, and interpreting financial data to inform investment decisions, assess financial risks, and aid in strategic planning. The Financial Analyst will evaluate investment opportunities and potential risks through thorough research on companies, industries, and market trends, preparing investment recommendations and reports for investment committees. Furthermore, the analyst will prepare both short-term and long-term financial forecasts to guide strategic planning and decision-making, while also monitoring financial risks and providing regular reports to senior colleagues and the board of directors. In addition to these responsibilities, the Assistant Vice President expectations include consulting on complex issues, advising People Leaders to resolve escalated issues, identifying risk mitigation strategies, and developing new policies and procedures to support control and governance. The role requires collaboration with various business areas to stay aligned with business activities and strategies, engaging in complex data analysis from multiple sources to creatively solve problems and effectively communicate complex information to stakeholders. All colleagues are expected to embody the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as demonstrate the Barclays Mindset of Empowering, Challenging, and Driving.

Responsibilities

  • Conduct market fixed-income research and financial analysis focusing on the U.S. residential mortgage market.
  • Perform in-depth analysis of relative value trading strategies, prepayment speeds, default risk, hedging techniques, and regulatory developments in RMBS.
  • Produce research publications highlighting relative value, trade ideas, and technical and fundamental aspects affecting the mortgage market.
  • Support senior sector analysts, external clients, trading desk, risk department, and modeling functions with ideas, data, and ad-hoc analysis pertaining to MBS.
  • Create presentations and develop and maintain relationships with external clients.
  • Use specialized software to retrieve data from mortgage databases to conduct valuation exercises.
  • Evaluate investment opportunities and potential risks through in-depth research on companies, industries, and market trends.
  • Prepare short-term and long-term financial forecasts to inform strategic planning and decision making.
  • Monitor financial risks and provide regular reports to senior colleagues and the board of directors.
  • Collect, analyze, and interpret financial data to prepare financial reports, dashboards, and presentations conveying financial insights for stakeholders.

Requirements

  • Strong analytical skills with a focus on financial analysis and market research.
  • Experience in fixed-income securities, particularly in the residential mortgage market.
  • Proficiency in using specialized software for data retrieval and analysis.
  • Ability to produce clear and concise research publications and presentations.
  • Strong communication skills to convey complex information effectively to stakeholders.
  • Experience in preparing financial forecasts and investment recommendations.

Nice-to-haves

  • Experience with agency and non-agency residential mortgage-backed securities (RMBS).
  • Familiarity with regulatory developments affecting the mortgage market.
  • Previous experience in client-facing roles or relationship management.
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