Job Description

Purpose of the role

To generate the PBWM views on financial markets and strategic asset allocation.

Accountabilities

Provision of expert input and content on investment-related topics.
Management of product development initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness.  .
Relationship management of product development stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services.
Development and implementation of policies and procedures for product development.
Management of product development risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank’s product development and compliance functions.  .
Stay up to date with of regulatory changes to ensure that all content provided to clients aligns with current requirements and standards, maintaining compliance and safeguarding the interests of both clients and the PBWM.
Organisation and facilitation of the PBWM main internal meetings (GMC and GIC) ensuring smooth coordination and effective communication among stakeholders.

Vice President Expectations

To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
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 be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
Manage and mitigate risks through assessment, in support of the control and governance agenda.
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
Adopt and include the outcomes of extensive research in problem solving processes.
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

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.

Join us as Market Research where you will play a pivotal role in strengthening the equity research platform, deepening advisory enablement, and enhancing client engagement and thought leadership. You will deliver high-quality equity research, strategy inputs, and client-ready insights while partnering with stakeholders across PBWM to drive advisory conviction, client satisfaction, and retention. This role combines rigorous research with client-facing impact, directly influencing equity allocation decisions and overall investment outcomes.

To be successful in this role, you should:

Deliver top-down and bottom-up equity insights including market strategy, sector positioning, and stock recommendations.
Build and maintain robust financial models, valuation frameworks, and scenario analyses.
Translate earnings, macro trends, and sector developments into actionable, client-relevant insights.
Collaborate effectively with Relationship Managers, Investment Specialists, and Product teams to support client discussions.
Produce high-quality research notes, thematic reports, and investment ideas with clear, structured communication.
Ensure all outputs adhere to governance, compliance, and risk frameworks, including suitability and disclosure standards.
Drive process improvements across research coverage, tracking systems, and delivery formats.

Essential Skills / Basic Qualifications:

5+ years of experience in equity research and/or fund management.
Strong expertise in financial modelling, valuation, and fundamental research.
Experience in equity strategy formulation and thematic idea generation.
Ability to communicate complex investment insights in a clear, client-ready format.
Strong understanding of risk assessment, suitability, and governance standards.
MBA (Finance), CFA, or CA preferred.
Mandatory certification: NISM Series XV (as per regulatory requirements).
Prior sector coverage experience (buy-side or sell-side).

Desirable Skills / Preferred Qualifications:

Experience within wealth management, brokerage, or institutional research environments.
Strong stakeholder management across Investment, Product, Risk, and Frontline teams.
Client-centric mindset with high ownership and structured problem-solving ability.
Ability to enhance advisory enablement and support revenue realization.
Experience in fund/portfolio management systems and operational workflows.

You may be assessed on the key critical skills relevant for success in role, such as:

Quality, accuracy, and timeliness of research outputs.
Ability to convert research into actionable, client-relevant communication.
Effectiveness in stakeholder collaboration and advisory support.
Commercial impact on client engagement, AUM growth, and retention.
Discipline in governance, risk management, and control adherence.
Ownership, diligence, and accuracy in fund management-related activities.

Job location is Mumbai.