EOS MSP
Market Desk Support-1
Job Title: Analyst – Liquid Financing Integration (Reboot)
Corporate Grade: BA1
Reports to (Line Manager’s Job Title): Director
Direct Reports (if applicable): N.A.
Business Area: Corporate & Investment Banking
Department/Function Level 1: Markets
Department/Function Level 2: Equities
Primary Location: Mumbai
IAR Role No
Regulated Role No
Role Profile Attestation
The content of this role profile is relevant for the role in question
Name of reviewer: Karan Chopra
Role of reviewer: Director
Date of review:
About Barclays
Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal,
corporate and investment banking, credit cards and wealth management, with a strong presence in our two home
markets of the UK and the US. Our goal is to become the bank of choice by providing superior services to customers
and clients and supporting our stakeholders via a commercially successful business that generates long-term
sustainable returns.
Our two clearly defined divisions, Barclays UK and Barclays International, provide diversification by business line,
geography and customer, enhancing financial resilience and helping to contribute to the delivery of consistent returns
through the business cycle. We have a strong core business with exciting prospects, well positioned to deliver long-
term value for our shareholders.
Consistent with the objective of delivering long-term sustainable value for all our stakeholders, we have developed
our Shared Growth Ambition – our approach to citizenship and the sustainability of the business model we operate.
The aim is to make decisions and do business that provides our clients and customers, and the communities which
we serve, with access to a prosperous future.
The delivery of our strategy is underpinned by the energy, commitment and passion of our people, and we are clear
on our common purpose: to help people achieve their ambitions, in the right way.
About Barclays India Employee Value Proposition
At Barclays, each day is about being more – as a professional, as a person. The statement ‘Be More @ Barclays’
represents our core promise to all current and future employees. It is the characteristic that we want to be associated
with as an employer and therefore is at the heart of every employee experience. Following are the four supporting
pillars of our employee value proposition:
Be More Globally Connected
Be More Inspired
Be More Impactful
Be More Valued
Internal Only
For further information about Barclays, please visit our website www.barclays.com
We are an equal opportunity employer and we are opposed to discrimination on any grounds. If this position requires the person to be an
Approved Person under the Financial Services and Markets Act 2000 (FSMA), disclosure of spent convictions within the meaning set out in
the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 will be required.
Restricted - External
For further information on EVP, please click on the link below
https://now.barclays.com/WCP/content/intranet/en/functions/operations-and-technology/global-service-centre/EVP.html
About Liquid Financing
Liquid Financing (Prime Brokerage Services) is a global business that provides clients with a range of prime
brokerage, execution, financing and clearing services including cross-asset class offerings for financing, clearing and
execution globally.
Integrated into our broader Investment Bank product offering, our prime brokerage services include equities and fixed
income financing, portfolio swaps and is complemented by access to our Prime Derivatives Services (OTC Clearing,
Futures and Foreign Exchange Prime Brokerage) and to our Capital Solutions team.
We offer clients secured financing for both cash and synthetic equities and fixed income products as part of our
Markets business. Our financing clients can benefit from the services of our sales and trading teams, and from
access to our research.
As an international financial services organization, we are able to offer clients options for asset protection through our
different legal entities. Additionally, our proprietary Global Netting Agreement (GNA) provides flexible and transparent
margin methodologies for cross-asset class portfolios.
The services are primarily managed from London, New York, Hong Kong and Singapore, with team members in
various other strategic locations across the globe to ensure that a truly global and seamless clearing offering can be
delivered to clients.
About LF Integration
The Client Integration team is responsible for Onboarding and off boarding of Liquid Financing client globally. The
Mumbai team partners with the regional Integration team to provide a smooth onboarding experience to our clients.
The team needs to ensure a proper governance process for Onboarding of clients, work with sales & account
management team and need to prioritize the accounts with various milestone owners like KYC, Legal, operation and
static setup team s to ensure tight onboarding deadlines are met and our clients get a smooth and efficient
onboarding experience
We are an equal opportunity employer and we are opposed to discrimination on any grounds. It is the policy of
Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour,
creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or
expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other
basis protected by law.
Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have
a need for flexibility then please discuss this with the hiring manager
Overall purpose of role
The role requires sound understanding of Prime services products, eye for detail and an ability to liaise with the
front office desks to ensure priority for Onboarding Pipeline. The candidate will need to liaise with all levels of
management across Sales/Compliance/Risk/Legal/Operations and other support areas to ensure efficient,
flexible and accurate process for on boarding and clients across NY, London and Asia for Prime business.
Over the past few years the team has created its own niche brand within the business and the person joining this
team has got a great ask to drive this brand further.
Key Accountabilities
Internal Only
For further information about Barclays, please visit our website www.barclays.com
We are an equal opportunity employer and we are opposed to discrimination on any grounds. If this position requires the person to be an
Approved Person under the Financial Services and Markets Act 2000 (FSMA), disclosure of spent convictions within the meaning set out in
the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 will be required.
Restricted - External
Candidate is expected to deliver on the following business agenda:
Work as the process owner and ensure end to end management of all activities associated with the
onboarding process.
Develop and demonstrate strong understanding of the roles and responsibilities of the team, Prime global
business and various Equity/Fixed Income, synthetics and Derivative products like Futures, Options, OTC,
FX PB , various systems and Onboarding flow.
Track client details like stage, revenue opportunity, on boarding date etc. across businesses through inbuild
systems and tools.
Support in preparing MIS required for management decision making
Manage, develop and sustain effective working relations with Sales, Compliance, Risk, Legal and Static
teams to ensure clients are on boarded without any roadblocks.
Managing daily deliverables and meeting all agreed SLAs.
Ensure cross training and knowledge transfer within the team.
Responsible for front to back management of the initiatives and projects ADHOC requests catering to above
items.
Ability to prioritize and multitask effectively.
Take ownership and drive various on-going projects in the team
Stakeholder Management and Leadership
Work as a team player on project-based work involving many touch points across the bank
Communicate across desks within Markets and infrastructure
This is a high-profile front office position which will require a high level of engagement with a variety of
stakeholders across the firm, including Front Office Risk, Legal, Compliance and Sales desk across multiples
businesses in New York, London and Asia
Commit to continuous learning and developing the business lines and processes
Passionate advocate of the human capital and citizenship agenda
Decision-making and Problem Solving
Solutions focused mentality with a desire to constantly exceed client expectations
Organised self-starter who completes deliverables to short deadlines
Balanced skillset across numerical, legal, administrative and communication aspects
Comfortable with detail and calm in a pressured environment
Person Specification
Graduate or MBA from Engineering/Business school.
Excellent verbal and written communication skills as the person is required to communicate with global
stakeholders and management team in Investment Banking vertical. Ability to clearly articulate complicated
issues to management and other impacted areas and ensure timely resolution of issues and breaches.
Experience in Banking/Finance industry and Comprehensive knowledge of the financial products across
business (Equities, Fixed Income, Derivatives)
Strong eye for detail as the person is expected to set up client account data across various trading and
reporting systems.
Flexible in work long hours when required and aptitude for self learning and ability to cope well under
pressure and meet deadlines
Ambitious and Proactive in nature, should be able to take quick decisions and be an excellent Team player
Advanced Excel (Pivot tables, Macros), MS Office skills and inclination to learn new IT Skills like Qlikview
Well organised with good time management skills and the ability to meet tight deadlines and prioritise tasks.
Ability to multi-task and prioritise accordingly in a highly pressurised environment.
The person needs to have proven record of willingness to take ownership and responsibility
Risk and Control Objective
Internal Only
For further information about Barclays, please visit our website www.barclays.com
We are an equal opportunity employer and we are opposed to discrimination on any grounds. If this position requires the person to be an
Approved Person under the Financial Services and Markets Act 2000 (FSMA), disclosure of spent convictions within the meaning set out in
the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 will be required.
Restricted - External
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide
Risk Management Framework and internal Barclays Policies and Policy Standards.
Purpose and Values
Barclays has a single cross-business Purpose for Barclays and five core Values which underpin it.
Our Purpose is helping people achieve their ambitions in the right way. Put simply this is the answer to the question
‘What is Barclays for?’ and it should guide our every action as employees.
Respect
We respect and value those we work with, and the contribution that they make.
Integrity
We act fairly, ethically and openly in all we do.
Service
We put our clients and customers at the centre of what we do.
Excellence
We use our energy, skills and resources to deliver the best, sustainable results.
Stewardship
We are passionate about leaving things better than we found them.