Investment Banking Coverage – VP

Barclays•New York, NY

5d•$255,000 - $275,000•Onsite

About The Position

This role is responsible for building and maintaining relationships with clients, understanding their needs, expectations, and financial goals to develop and propose appropriate investment banking solutions. The Vice President will contribute to strategy, drive requirements, and make recommendations for change, including planning resources, budgets, and policies. They will manage and maintain policies/processes, deliver continuous improvements, and escalate breaches of policies/procedures. If managing a team, they will define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance, and contribute to employee pay decisions/changes. They may also lead specialists to influence department operations, aligning with strategic and tactical priorities, balancing short and long-term goals, and ensuring budgets and schedules meet corporate requirements. For individual contributors, they will be a subject matter expert, guiding technical direction, leading collaborative assignments, and guiding team members. They will identify the need for other specializations, train, guide, and coach less experienced specialists, and provide information affecting long-term profits, organizational risks, and strategic decisions. The role involves advising key stakeholders, managing and mitigating risks, demonstrating leadership and accountability for risk management and strengthening controls, and understanding organizational functions to contribute to business goals. Collaboration with other areas is expected to stay updated on business activity and strategies. Solutions will be created based on sophisticated analytical thought, comparing and selecting complex alternatives, with in-depth analysis and interpretative thinking required to define problems and develop innovative solutions. The role also involves adopting outcomes of extensive research in problem-solving and building trusting relationships with internal and external stakeholders using influencing and negotiating skills. All colleagues are expected to demonstrate Barclays Values (Respect, Integrity, Service, Excellence, Stewardship) and the Barclays Mindset (Empower, Challenge, Drive).

Requirements

Build and maintain relationships with clients, understand their needs, expectations and financial goals to develop and propose appropriate investment banking solutions for clients and their companies.
Contribute or set strategy, drive requirements and make recommendations for change.
Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.
If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes.
They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.
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 be a subject matter expert within own discipline and will guide technical direction.
They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments.
They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
Manage and mitigate risks through assessment, in support of the control and governance agenda.
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives.
In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
Adopt and include the outcomes of extensive research in problem solving processes.
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills 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.
Provide financial advisory and capital raising services to corporate and institutional clients.
Support an integrated coverage model, partnering with product and regional teams to advise clients on a broad range of transactions, including mergers and acquisitions, divestitures, debt and equity financings, and restructurings, to help clients achieve strategic and financial objectives.
Analyze the energy and climate technology sector and macroeconomic environment using financial, economic, commodity, and capital markets concepts, together with internal analytical techniques, proprietary models, and business processes, to support clients’ financing, funding, investment, and corporate strategic decisions.
Execute investment banking assignments across corporate finance products and transaction types for energy and climate technology clients, including equity and debt financings (bank debt, loans, and capital markets transactions) and M&A advisory engagements, including acquisitions, divestitures, joint ventures, restructurings, refinancings, and recapitalizations.
Prepare new-business and marketing materials and coordinate internal workstreams required to deliver transactions.
Perform quantitative analysis, financial modeling, and valuation work to evaluate transaction impact, assess corporate strategic alternatives, and prepare investment recommendations.
Construct models using proprietary frameworks including financial projections and forecasting, merger models, accretion/dilution analysis, and debt paydown models.
Apply valuation methodologies including comparable companies, precedent transactions, discounted cash flow, and leveraged buyout analyses.
Conduct industry and company research.
Evaluate current and historical financial data.
Perform cost/benefit analyses.
Interpret information related to market prices, capital structure, return metrics, investment-risk trends, and macroeconomic, commodity, and sector influences affecting transactions and recommendations.
Conduct internal and external due diligence on companies and financial products to assess transaction feasibility.
Perform credit analysis.
Apply internal underwriting frameworks to evaluate commitment and underwriting risks.
Prepare and present oral and written analyses regarding economic trends, companies, and industries, synthesizing findings into recommendations and presentations, and utilizing spreadsheets and other analytical outputs to support client discussions.
Maintain client and internal stakeholder interaction to support relationship management, respond to information requests, and contribute to business and idea generation.
Manage transactions with minimal supervision by coordinating activities with junior team members and with external parties (including clients, legal counsel, and accountants) involved in transaction execution.

Responsibilities

Build and maintain relationships with corporate clients by understanding their business, financial goals, and industry trends.
Generate ideas and identify opportunities that expand the bank's client base and generate new business opportunities.
Perform in-depth financial analysis and due diligence on client companies to assess their financial health and valuation.
Collaborate with legal and compliance teams to review, draft, and maintain legal documentation required for transactions, including contracts and agreements.
Collaborate with other teams, such as Capital Markets, Sales and Trading, Research, and Risk Management, to provide comprehensive solutions to clients.
Champion Energy Transition and Sustainability by engaging with clients on their climate, transition strategies, and sustainable finance opportunities where applicable.
Contribute or set strategy, drive requirements, and make recommendations for change.
Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and escalate breaches of policies/procedures.
If managing a team, define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance, and contribute to employee pay decisions/changes.
If managing a team, lead specialists to influence department operations, aligning with strategic and tactical priorities, balancing short and long-term goals, and ensuring budgets and schedules meet corporate requirements.
If an individual contributor, act as a subject matter expert, guide technical direction, lead collaborative assignments, and guide team members.
Identify the need for the inclusion of other areas of specialization to complete assignments.
Train, guide, and coach less experienced specialists.
Provide information affecting long-term profits, organizational risks, and strategic decisions.
Advise key stakeholders, including functional leadership teams and senior management on functional and cross-functional areas of impact and alignment.
Manage and mitigate risks through assessment, in support of the control and governance agenda.
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
Demonstrate comprehensive understanding of the organization functions to contribute to achieving the goals of the business.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives.
Define problems and develop innovative solutions using in-depth analysis with interpretative thinking.
Adopt and include the outcomes of extensive research in problem-solving processes.
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
Provide financial advisory and capital raising services to corporate and institutional clients.
Support an integrated coverage model, partnering with product and regional teams to advise clients on a broad range of transactions, including mergers and acquisitions, divestitures, debt and equity financings, and restructurings, to help clients achieve strategic and financial objectives.
Analyze the energy and climate technology sector and macroeconomic environment using financial, economic, commodity, and capital markets concepts, together with internal analytical techniques, proprietary models, and business processes, to support clients’ financing, funding, investment, and corporate strategic decisions.
Execute investment banking assignments across corporate finance products and transaction types for energy and climate technology clients, including equity and debt financings (bank debt, loans, and capital markets transactions) and M&A advisory engagements, including acquisitions, divestitures, joint ventures, restructurings, refinancings, and recapitalizations.
Prepare new-business and marketing materials and coordinate internal workstreams required to deliver transactions.
Perform quantitative analysis, financial modeling, and valuation work to evaluate transaction impact, assess corporate strategic alternatives, and prepare investment recommendations.
Construct models using proprietary frameworks including financial projections and forecasting, merger models, accretion/dilution analysis, and debt paydown models.
Apply valuation methodologies including comparable companies, precedent transactions, discounted cash flow, and leveraged buyout analyses.
Conduct industry and company research.
Evaluate current and historical financial data.
Perform cost/benefit analyses.
Interpret information related to market prices, capital structure, return metrics, investment-risk trends, and macroeconomic, commodity, and sector influences affecting transactions and recommendations.
Conduct internal and external due diligence on companies and financial products to assess transaction feasibility.
Perform credit analysis.
Apply internal underwriting frameworks to evaluate commitment and underwriting risks.
Prepare and present oral and written analyses regarding economic trends, companies, and industries, synthesizing findings into recommendations and presentations, and utilizing spreadsheets and other analytical outputs to support client discussions.
Maintain client and internal stakeholder interaction to support relationship management, respond to information requests, and contribute to business and idea generation.
Manage transactions with minimal supervision by coordinating activities with junior team members and with external parties (including clients, legal counsel, and accountants) involved in transaction execution.