Investment Banking Briefing Funds & Sponsors Coverage, Analyst – Funds & Sponsors Coverage

Job Description

Investment Banking Briefing Funds & Sponsors Coverage, Analyst | hackajob

The Tone:
This is a full-time Analyst role at Barclays, in collaboration with hackajob, located in New York, NY. Barclays is a global financial institution focusing on investment banking services for its clients. This role is crucial for establishing and nurturing profitable partnerships with both corporate and individual clients. It acts as the bridge between the bank’s diverse offerings and its clients’ specific needs, ensuring mutual benefit and long-term success through expert financial guidance and strategic recommendations.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $75000–$125000 yearly
• Mission: Establish and nurture profitable partnerships with both corporate and individual clients, bridging the bank’s offerings and client needs to ensure mutual benefit and long-term success.
• Tech Stack: Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)

What You’ll Actually Do
• Financial Analysis: Perform financial modeling, valuation evaluation, and extensive industry research to thoroughly support client engagements and inform strategic recommendations.
• Client Presentation: Prepare comprehensive pitch books, client presentations, detailed investment memorandums, and timely market updates for various stakeholders and internal communication.
• Relationship Guidance: Assist senior bankers in guiding and nurturing relationships with private equity firms, asset managers, and other financial sponsors, identifying client goals and challenges.
• Strategic Evaluation: Evaluate sponsor investment strategies, portfolio companies, fundraising activities, and market trends to assess financial, legal, and operational risks and identify cross-selling opportunities.
• Custom Solution Design: Design and communicate customized solutions that effectively address specific client needs and objectives, incorporating a range of products and services from the bank’s portfolio while negotiating beneficial terms.

The Must-Haves
• Background: Early Career professional with ample understanding of financial concepts, markets, and investment fundamentals.
• Experience: Proficiency with Microsoft Office Suite, including Excel, PowerPoint, Word, and Outlook.
• Skills: Excellent verbal and written communication skills to interact effectively with diverse stakeholders; highly organized, detail-oriented, and capable of guiding multiple priorities; considerable evaluative and problem-solving skills with sound judgment.
• Bonus: Advanced problem-solving abilities to assess highly detailed situations and develop effective solutions; self-starter who thrives in a results-driven environment, coupled with a good mental curiosity and a passion for continuous learning; excellent presentation skills to communicate multi-layered information clearly and confidently.