Analyst – Equity Derivatives Sales Support
Barclays · Mumbai, Maharashtra, India
- On site
- Full-time
- $75,000 / year
- Mumbai, Maharashtra, India
Job highlights
- Support Equity Derivatives Sales team in EMEA & APAC.
- Manage client requests, trade lifecycle, and settlements.
- Onboard new clients and process financial data.
- Improve operational efficiency and challenge processes.
- Provide technical and operational support daily.
About the role
About the Role
Join Barclays as an Analyst in Equity Derivatives Sales Support, a key role within a dedicated global structured solutions provider. The Equity Derivative team is a recognized global leader in constructing structured solutions. This position is crucial for providing exceptional support to the Equity Derivative EMEA & APAC Sales team.
Key Responsibilities
- Respond to client requests, including audit, redemption queries, fixing event queries, and requests for deltas and Greeks.
- Collaborate with sales and business management on fee and invoice payments.
- Set up clients for dealing, pricing, BARX, COMET, BBG (BXIS), and research as needed.
- Notify sales of upcoming maturities and produce maturity reports.
- Liaise with appropriate teams to ensure a smooth maturity process.
- Support Sales, Structuring, and Middle Office teams with Structured Product (OTC and Notes) lifecycle events.
- Work on break remediation for coupon/expiry calculations.
- Execute Onboarding Client Requirements: Product set up & Trading account for already on boarded entities and chase through milestones.
- Raise refresh requests for scheduled refreshes and upload forms, chasing through milestones.
- Facilitate an efficient onboarding process for new clients.
- Work with CVG to confirm accuracy of client’s daily valuation statements.
- Assist the desk with timely Management Information (MI) to respond to client/regulatory queries.
- Help operations/onshore teams with settlement issues and ensure accurate/timely settlement of trades.
- Ensure trades are unsuspended and dealable by amending client dealing entities and resolving online dealing issues.
- Facilitate trade confirmations when requested.
- Engage in re-workings of outdated/inefficient processes and challenge existing procedures to build out the future state.
- Manage queries and respond promptly to issues from internal sales, infrastructure teams, and external APAC and EMEA clients.
- Provide immediate and efficient technical support to traders and sales professionals on trading desks, resolving hardware, software, and network issues.
- Coordinate trade execution by liaising with traders, clients, and internal teams.
- Maintain and update trade records, transaction logs, and client databases accurately.
- Prepare reports, presentations, and documentation to support sales and trading activities.
- Monitor market data and assist in the analysis of financial information for trading decisions.
- Perform operational tasks such as processing trades, confirming orders, and resolving trade discrepancies.
Analyst Expectations
- Perform activities in a timely manner to a high standard, driving continuous improvement.
- Develop in-depth technical knowledge and experience in the assigned area of expertise.
- Gain a thorough understanding of underlying principles and concepts within the area of expertise.
- (For Individual Contributors) Develop technical expertise, acting as an advisor where appropriate.
- Have an impact on the work of related teams and partner with other functions.
- Take responsibility for end results of operational processing and activities.
- Escalate policy/procedure breaches and take responsibility for embedding new policies/procedures.
- Advise and influence decision-making within your area of expertise.
- Take ownership for managing risk and strengthening controls.
- Deliver work in line with relevant rules, regulations, and codes of conduct.
- Maintain and build understanding of how your sub-function integrates with the wider function and organisation.
- Make evaluative judgments based on factual analysis, paying attention to detail.
- Resolve problems by identifying and selecting solutions through acquired technical experience, guided by precedents.
- Guide and persuade team members and communicate complex/sensitive information.
- Act as a contact point for stakeholders outside the immediate function and build external networks.
Barclays Values
All colleagues are expected to demonstrate the Barclays Values: Respect, Integrity, Service, Excellence, and Stewardship. They are also expected to demonstrate the Barclays Mindset: Empower, Challenge, and Drive.
Key skills/competency
- Equity Derivatives
- Sales Support
- Structured Products
- Client Services
- Trade Execution
- Operations
- Risk Management
- Financial Analysis
- Regulatory Compliance
- Team Collaboration
Skills & topics
- Equity Derivatives
- Sales Support
- Analyst
- Financial Services
- Structured Products
- Client Services
- Trade Support
- Operations
- EMEA
- APAC
How to get hired
- Tailor your resume: Highlight your experience with equity derivatives, sales support, and client lifecycle management. Emphasize accuracy, timeliness, and ability to work under pressure for Barclays roles.
- Understand Barclays' values: Research Barclays' commitment to Respect, Integrity, Service, Excellence, and Stewardship, and the Empower, Challenge, Drive mindset. Weave these into your application and interview responses.
- Showcase problem-solving skills: Provide specific examples of how you've resolved trade discrepancies, client queries, or operational issues in previous roles. Quantify achievements where possible.
- Prepare for technical and behavioral questions: Be ready to discuss your technical knowledge of structured products and demonstrate your ability to work effectively in a fast-paced, high-pressure environment.
Technical preparation
Familiarize with OTC and Notes structured products.,Understand trade lifecycle and settlement processes.,Learn trading platforms like BARX, COMET, BBG.,Practice responding to client and regulatory queries.
Behavioral questions
Describe a time you worked under pressure.,How do you prioritize competing tasks effectively?,Give an example of coordinating with multiple teams.,How do you ensure accuracy in your work?
Frequently asked questions
- What are the main responsibilities of an Equity Derivatives Sales Support Analyst at Barclays?
- The main responsibilities include providing exceptional support to the Equity Derivative EMEA & APAC Sales team, responding to client requests, managing fee payments, setting up clients for trading platforms, handling trade lifecycle events, onboarding new clients, assisting with settlements, and contributing to process improvements. You will also provide technical and operational support to traders and sales professionals.
- What essential qualifications are needed for the Analyst – Equity Derivatives Sales Support role?
- Essential qualifications include the ability to support Sales, Structuring, and Middle Office teams with structured product lifecycle events, remediate trade breaks, execute onboarding client requirements, manage refresh requests, facilitate new client onboarding, confirm client valuations, assist with management information, help with trade settlements, and resolve trade discrepancies.
- What desirable skills would make a candidate stand out for this role at Barclays?
- Desirable skills include being detail-oriented, having a good sense of timeliness and ability to work under pressure, strong organizational and time management skills, the ability to coordinate with various teams, meticulousness with a high tolerance for error, confidence in escalating issues, a committed and control-focused attitude, willingness to share knowledge, and the ability to articulate logical arguments.
- How does Barclays foster a positive work environment for its employees in this role?
- Barclays fosters a positive environment by expecting all colleagues to demonstrate core values like Respect, Integrity, Service, Excellence, and Stewardship, and follow the Barclays Mindset of Empower, Challenge, and Drive. For leadership roles, there are specific LEAD behaviors (Listen, Energize, Align, Develop), and for individual contributors, there's an emphasis on developing technical expertise and acting as an advisor.
- What is the purpose of the Analyst – Equity Derivatives Sales Support role at Barclays Mumbai?
- The purpose of this role is to maintain the smooth and efficient operation of trading desks by providing operational support and expertise to traders and sales professionals. This helps maximize their productivity, minimize disruptions, handle administrative tasks, and provide market information and research.
- How are performance expectations set for an Analyst at Barclays?
- Analysts are expected to perform prescribed activities in a timely manner and to a high standard, consistently driving continuous improvement. They need in-depth technical knowledge and a thorough understanding of their area of expertise. For individual contributors, this involves developing technical expertise and acting as an advisor.
- What are the key accountabilities for this role within Barclays?
- Key accountabilities include providing immediate and efficient technical support, coordinating trade execution, maintaining trade records and client databases, preparing reports and documentation, monitoring market data, processing trades, confirming orders, and resolving trade discrepancies.