Barclays

Investment Banking Briefing Funds & Sponsors Coverage, Analyst

New York, 745 7th Avenue

Sponsorship not specifiedDetected 6 days ago

NegotiationFinancial ModelingExcelValuationResearchLeadershipCommunicationProblem SolvingPublic SpeakingOrganizational SkillsMicrosoft Office

About the role

Job Description Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients.
It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
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.

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
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.

Excellent verbal and written communication skills with the ability to interact effectively with diverse stakeholders
Excellent presentation skills with the ability to communicate multi-layered information clearly and confidently to diverse audiences

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.

Evaluate sponsor investment strategies, portfolio companies, fundraising activities, and market trends

This listing is sourced directly from Barclays's careers page and normalized into a canonical job model.