Corporate Access - BA4

The Barclays Corporate Access Desk seeks to increase the overall quantity and quality of corporate and investor interactions. The team interfaces with multiple constituencies within the Firm, i.e. Sales and Trading, Research, Syndicate and Banking, as well as external, i.e. investment community and corporate clients.  The individual will work as an integral part of the CA team.

To be successful as a Research - Analyst in corporate access team you should have:

• The analyst will work closely with sector specialists who focus on specific sectors and are responsible for all corporate access activity related to each sector, including but not limited to, roadshows, conferences, field trips and special events.

• Prepare marketing materials, including (but not limited to) pitch books/presentations, shareholder analysis, bespoke trip layouts and feedback documents for corporate clients.

• Presentations – being able to execute on a vision and being able to understand what needs to be conveyed with the document including all data sets and being able to help guide on the best way to present it. More collaborative than reactive.

• Helping to build a dynamic investor data base pulling from internal resources as well as gathering information from external data bases as well to help with pitches, and shareholder targeting exercises.

• Communicate with various business units within the bank to obtain market intelligence, maintain connectivity and gather content regarding the markets and the sectors.

• Key liaison with multiple stakeholders for event planning and execution process like: Research analysts, Sales, Event Compliance

• Working knowledge / ability to quickly learn Barclays systems and tools like FactSet, BigDough, SAP BO
   

Some other highly valued skills may include:

• Helping to create processes around event execution and event compliance to speed up execution process while ensuring risk and controls are taken care of

• Work with Analytics teams to create avenues for automation within client consumption reporting for executed events and new event origination ideas

• Build a strong working relationship and gain an understanding of the institutional investment community through interaction with sector specialists, research analysts, salespeople, sales-traders, traders, buy-side customers, investment banking capital markets, and corporate teams.

• Ability to adjust work hours for regular overlap with NY hours (till noon EST).

You may be assessed on critical skills such as Research analysts, Sales, Event Compliance, prepare marketing materials, presentations, communication.
This role is based on Mumbai.

Purpose of the role

To deliver high-quality investor access events, including non-deal roadshows, conferences and expert meetings. 

Accountabilities

• Relationship management with IR and management teams at corporates as well as relevant contacts at key client counterparts, leveraging relationships with Companies to originate high quality opportunities for Corporate Access events that will connect Corporates with investing clients.

• Planning, scheduling and coordination of investor access events such as non-deal roadshows, reverse roadshows, conferences and expert and ad hoc meetings.

• Precise management and execution of Corporate Access events, including venue selection, catering, audio-visual setup, transportation, and on-site coordination, participant registration and attendee communications.

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.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.