Barclays

US Investment Grade Energy Credit Research, AVP

Barclays$105K — $130K *
Energy & Utilities
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of relevant experience in investment research or credit analysis
  • Advanced proficiency in Excel for data modeling and analysis
  • Excellent communication skills for conveying detailed information
  • Ability to analyze public filings and interpret financial statements
  • Strong knowledge of the energy sector and its key drivers
  • Familiarity with market news platforms like Bloomberg
  • Desire to learn and adapt to new tools and technologies, including AI

Responsibilities

  • Support Research Analysts in producing actionable market insights
  • Analyze data to aid Analysts in developing investment theses
  • Prepare presentation materials for client engagements
  • Collaborate with compliance and analysts to ensure research integrity
  • Lead or guide teams on complex research tasks
  • Provide advice on complex issues to support decision-making
  • Engage in cross-functional collaboration for effective research outcomes

Benefits

  • Opportunities for professional growth and development
  • Support for obtaining necessary financial licenses (SIE, Series 7 and 63)
  • Dynamic work environment with collaboration across teams
  • Emphasis on innovative research and use of technology
  • Work exposure to large-scale operations in the energy sector
Full Job Description
Job Description

Purpose of the role

To support Research Analysts in the production and delivery of Research with differentiated market insights and actionable ideas to Barclays Clients.

Accountabilities
  • Compilation and analysis of data to help Analysts develop investment theses for their coverage areas.
  • Presentation of Research views to Barclays Clients by helping to prepare materials or responses to client questions.
  • Collaboration with the Analyst, Supervisory Analyst, Compliance and other stakeholders to help ensure Research is produced and delivered to Clients and internal stakeholders in a compliant manner.


Assistant Vice President Expectations
  • To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
  • Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
  • 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 will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
  • Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
  • Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
  • Take ownership for managing risk and strengthening controls in relation to the work done.
  • Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
  • Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
  • Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
  • Influence or convince stakeholders to achieve outcomes.


Barclays is seeking a US Investment Grade Energy Credit Research, AVP, to join our team. In this role, you will focus on evaluating energy issuers, developing forward-looking credit views, and delivering actionable insights that directly support portfolio construction and risk management. You will conduct deep fundamental credit analysis across the energy sector, including upstream, midstream, downstream, and oilfield services. The team also emphasizes longer term thematic research about the energy sector and implications for credit issuers.

To be successful as a US Investment Grade Credit Research, AVP, you should have:

  • Advanced Excel proficiency, including data evaluation, modeling, and efficient use of formulas and functions
  • Excellent oral and written communication skills, with the ability to convey highly detailed information clearly
  • Ability to interpret public filings and company disclosures including fluency with financial statement analysis
  • Knowledge of the energy sector, including key industry drivers and terminology
  • Foundational understanding of market news and current events, with familiarity using platforms such as Bloomberg


Some other highly valued skills may include:

  • FINRA SIE, series 7 and 63 or willingness to obtain
  • Understanding of and demonstrated interest in applying AI, with the ability to quickly learn new tools, technologies, and proprietary systems
  • Exposure to credit research with the capacity to build on existing evaluative skill


You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job specific technical skills.

This role is located in New York, NY.

This role is regulated by FINRA.

Minimum Salary: $105,000

Maximum Salary: $130,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

About Barclays

Barclays is a British multinational investment bank and financial services company. The company was founded in 1690 and is headquartered in London, England. Barclays provides a range of financial services, including retail banking, corporate banking, investment banking, and wealth management. The company operates in over 40 countries and has over 83,000 employees. In 2020, Barclays reported revenue of £21.8 billion and net income of £1.5 billion. The company is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.
Learn more about Barclays
Size
81,600 employees
Market Cap
$30.2 billion
Industry
Net Income
$2.3 billion
Founded
1997
5 Year Trend
-5%
NASDAQ

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