Portfolio Hedging & Optimization, Analyst

Portfolio Hedging & Optimization Analyst

Portfolio Hedging & Optimization (PH&O) structures and executes risk transfer trades. Primary responsibility of this role is to support with the origination and ongoing management of these structured trades.

Accountabilities

• Partner with internal Structuring, Treasury and Middle Office to execute new structured transactions, as part of a deal team.
• Ongoing management and optimization of the structured transactions, partnering with internal teams and external parties such as law firms/verification agents, rating agencies and agent banks.
• Together with relationship/Sales teams, support with investor engagement including queries related to existing and prospective transactions.
• Support of wider portfolio optimization initiatives as well as analytics, returns and model enhancements.

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.

Join Barclays as a Portfolio Hedging & Optimization, Analyst, where you will support the assessment, structuring, and execution of new Significant Risk Transfer (SRT) transactions, including due diligence, portfolio construction and transaction structuring. You will also, coordinate with internal deal teams and external partners, including legal counsel and investors, to support documentation review, negotiation, and execution processes. You will also, support the ongoing maintenance and enhancement of the SRT transactions, including replenishment, credit event and cashflow processes, and reporting obligations. Identify and facilitate process enhancements to improve SRT program efficiency. Contribute to strategic efforts, including the preparation of materials for senior forums and strategy making. Support senior management in responding to regulatory, audit, and governance queries. Engage with a broad range of internal stakeholders (e.g. Treasury, Risk, Quantitative Analytics, Middle Office) and external parties.

Required Experience

• Effective communication with both internal and external stakeholders
• Decision support and recommendation development, underpinned by quantitative and legal documentation analysis
• Consistent delivery of high-quality output under tight timelines, with the ability to adapt to changing circumstances and operate with a collaborative, team-oriented mindset
• Operational process design and optimization, with a demonstrated history of improving efficiency and productivity

Highly Valued Skills

• General understanding of the SRT (Significant Risk Transfer) transaction structure and broad knowledge of the market
• Understanding of corporate loan portfolio management and the associated credit risk
• Excellent follow-through, demonstrated sense of ownership and a willingness to contribute across both evaluative and operational aspects of transaction execution
• Detail-oriented, and comfortable operating in fast-paced execution environments while guiding multiple priorities
• Quantitative foundation and demonstrated ability to apply interpretative thinking to multi-layered project and transaction-oriented problems

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, digital and technology, as well as job-specific technical skills.

This role is located in New York, NY.

This role is regulated by FINRA and FCA.

Minimum Salary: $100,000

Maximum Salary: $125,000

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.