Investment Analyst

Join us as an Investment Analyst in our Private Banking and Wealth Management team based in Monaco.In this role you will contribute to the development of the advisory service with full support to investment advisors in the day-to-day activity.Key ResponsibilitiesClient Data Analysis & ReportingCollect, analyze and interpret clients’ financial dataDevelop tailored reporting and ad hoc analyses on portfolio performance, risks, and opportunitiesLeverage coding and data management tools (advanced VBA, SQL, Access; other programming language a plus) to automate and enhance reporting processesImplementation & Support within Investment AdvisoryContribute to the development and implementation of investment products and services, in coordination with investment advisorsProvide analytical and technical support to investment advisorsBuild strong expertise in a wide range of investment solutions (equities, bonds, funds, alternative investments)Investment Advisory & Client SupportPrepare and deliver detailed investment proposals and presentations, tailored to clients’ profiles, objectives, and risk appetiteMonitor the performance of implemented investmentsRisk Management & ComplianceIdentify, assess and monitor investment risks across products and client portfoliosEnsure strict compliance with regulatory requirements, local laws, and internal Barclays policiesDocument, escalate, and report anomalies or breaches in accordance with compliance proceduresCross-functional ContributionCollaborate closely with key stakeholders across functions (Front Office, Middle Office, Compliance, Risk)Participate in continuous improvement initiatives and contribute to innovation in investment processesSupport market research activities and provide strategic insights to the Advisory teamEssential CriteriaExperience in financial analysis, portfolio management, or investment advisoryKnowledge of financial products: equities, fixed income, derivatives, funds, and alternative investmentsGood understanding of financial regulations and compliance requirementsExcellent communication and presentation skills, both verbal and writtenAbility to work collaboratively across teams and build trusted relationships with stakeholdersFluent in English and French (spoken and written)Desirable CriteriaAdvanced skills in coding and data management (VBA, SQL, Access)Strong proficiency in Microsoft Excel and the full Microsoft Office suiteStrong analytical and problem-solving skills with rigorous attention to detailExcellent communication and presentation skills, both verbal and writtenThis role is based in Monaco.You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.Purpose of the roleTo develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.AccountabilitiesProvision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage.  .Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.Assistant Vice President ExpectationsTo 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 outcomesIf 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.