Investment Banking Technology Coverage, AVP

BarclaysSan Francisco, CA
14d

About The Position

Join Barclays as an Investment Banking Technology Coverage, AVP, where you will advise clients on a wide range of strategic transactions across software, internet and hardware group verticals. You will have the opportunity to conduct industry research, evaluate key trends and opportunities, develop financial models, perform valuation assesses, and manage the execution of transactions. You will also prepare and deliver presentations to clients and senior leadership, while nurturing and building ample relationships with other industry professionals.

Requirements

  • Investment Banking transaction experience
  • Direct Software, Internet & Hardware Investment Banking experience
  • Experience with financial statement assessment, modelling, and marketing materials preparation
  • Considerable interest in Technology

Nice To Haves

  • Live deal experience
  • Experience mentoring analysts
  • Stakeholder management with both internal and external stakeholders

Responsibilities

  • Development and maintenance of strong relationships with corporate clients by understanding their business, financial goals, and industry trends.
  • Generation of ideas and identification of opportunities that expand the bank's client base and generate new business opportunities.
  • In-depth financial analysis and due diligence on client companies to assess their financial health and valuation.
  • Collaboration with legal and compliance teams to review, draft, and maintain legal documentation required for transactions, including contracts and agreements.
  • Collaboration 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.
  • To 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.
  • 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
  • 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.
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