Jun Gao

Fund Investment Analyst AVP at Barclays Private Bank and Wealth Management (2025-05 – Present)

Evaluate external equity and fixed income managers through qualitative and quantitative due diligence, assessing investment philosophy, process, portfolio construction, risk exposures, performance drivers and suitability for multi-manager portfolios.
Conduct regular investment due diligence and responsible investment reviews of approved strategies; monitor style consistency, liquidity, risk exposures and performance against expectations.
Write fund recommendation papers and present findings to the Manager Selection Forum; contribute research and vote on manager-selection recommendations as part of the investment team.
Contribute to multi-manager portfolio construction and manager blending through style analysis, performance attribution and assessment of manager- and portfolio-level risks.
Lead projects to enhance the framework for ongoing manager monitoring and explore AI-enabled tools to streamline due diligence and monitoring processes.

Investment Analytics AVP at Barclays Private Bank and Wealth Management (2022-01 – 2025-05)

Performed rigorous attribution analysis on Multi Asset Class propositions, evaluating across asset allocation, manager selection, implementation, and currency impacts.
Conducted comprehensive fund research using Morningstar and Bloomberg, identifying appropriate peer groups for discretionary Global, European and UK Equity strategies.
Designed and enhanced quantitative fund evaluation models and attribution frameworks for all Barclays Single Asset Class funds, delivering detailed performance analysis and highlighting key over and underperformance trends to fund managers.
Collaborated closely with senior fund managers on third-party funds and active vs passive fund analysis, presenting strategic insights on fund performance and market trends to support portfolio construction and informed decision-making.

3rd Rotation: Structured Rates Product Control at Barclays, Finance Graduate Scheme (2020-09 – 2021-12)

Wrote Significant Trade Review with in-depth Structured Products trade strategy analysis
Oversaw weekly PV monitoring and reporting for deal contingent projects.
Managed setup of new trading books and hierarchy migration in Chorus, ensuring compliance and operational efficiency.

2nd Rotation: Cost Finance Business Partner at Barclays, Finance Graduate Scheme (2019-09 – 2020-08)

Set up, led, and managed the weekly Run the Bank Cost Capacity Creation reporting cycle with rigorous control and auditability.
Collaborated with stakeholders to define and shape standardized management information for senior stakeholders, provided financial insights into the cost base and supported central workforce analytics initiatives.
Produced key leadership forum slides and involved in projects such as process optimization and application decommissioning.

1st Rotation: FP&A - IB Product Return at Barclays, Finance Graduate Scheme (2018-07 – 2019-08)

Ran financial models monthly to analyse the profitability for Markets & Banking products and services.
Produced financial forecasting and provided in-depth analysis on key PnL and balance sheet monthly variances.
Supported Treasury to calculate capital requirements based on financial forecasts.
Conducted scenario analysis for regulators on Return on Tangible Equity and Risk-Weighted Assets impact with changes in income and macroeconomic factors.
Performed detailed review for month-end reconciliation to Level 1 data to ensure accuracy and completeness.

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