US Investment Grade Credit Research, AVP

Reposted Yesterday
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New York, NY, USA
In-Office
105K-130K Annually
Senior level
Fintech • Financial Services
The Role
Support analysts in producing US investment grade credit research for the energy sector. Perform data compilation, financial statement analysis, modeling in Excel, develop credit views, prepare client materials, collaborate with stakeholders, and help ensure compliant delivery of research.
Summary Generated by Built In
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.

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.

Barclays is seeking a US Investment Grade 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:

  • Considerable desire to learn and continuously expand knowledge

  • 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 skills

  • Self-starter mindset

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.

Skills Required

  • Advanced Excel proficiency including data evaluation, modeling, and efficient use of formulas and functions
  • Excellent oral and written communication skills
  • Ability to interpret public filings and company disclosures and perform financial statement analysis
  • Knowledge of the energy sector including key industry drivers and terminology
  • Foundational understanding of market news and familiarity with platforms such as Bloomberg
  • FINRA SIE, Series 7 and 63 or willingness to obtain
  • Understanding of and interest in applying AI and ability to learn new tools and proprietary systems
  • Exposure to credit research with capacity to build on evaluative skills
  • Self-starter mindset and desire to continuously learn
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The Company
HQ: London
83,500 Employees

What We Do

Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group. With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 83,500 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.

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