Analyst – Investment Banking – Client Strategy and Analytics

Join us at Barclays as an Analyst in our growing Investment Banking Client Strategy and Analytics team. This team blends corporate finance expertise with data science innovation to transform how global clients make strategic decisions. This is your opportunity to work at the intersection of investment banking and advanced analytics, shaping next-generation advisory solutions. Our team is a multi-disciplinary, cross-sector investment banking team. We are building the future ready advisory practice applying data science, AI/ML and advance analytics to deliver differentiated insights and scalable solutions for our global corporate and sponsor clients.

As an Analyst you will partner with senior bankers to originate and execute high impact transactions across coverage and product (M&A, ECM, DCM and treasury product), create next-generation, differentiated content and tools and shape client strategy by discovering growth opportunities, trends, and insights that matter that can provide compelling client narratives. By combining strong coding, investment banking, corporate finance, time management and communication skills you will be part of a team building future-focussed high demand skills which combines direct client work and the development of quantitative analytical products.

To be successful as an Analyst, you should have:

• Bachelor’s degree in Computer Science, Mathematics, Statistics, Physics, Econometrics, or related quantitative fields
• The technical ability to build scalable analytics using Python, SQL and web APIs.
• Strong interest in applying data science to investment banking: corporate finance and strategic decision-making with some relevant professional experience
• Ability to organize and analyse complex financial data, build valuation models, and create impactful client materials.
• Proficiency in Excel/ PowerPoint to create client materials for M&A, Capital Markets and treasury product transactions

Other skills of value include:

• Knowledge of machine learning and AI applications
• Experience in applied quantitative roles in markets, buyside or consulting
• Experience in corporate finance advisory or strategy roles
• Familiarity with data visualisation tools (Tablaeu, Power BI etc.)
• Proven ability to work independently and manage multiple deliverables in a fast-paced environment

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

The role is based in our London office.

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks

Purpose of the role

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  

Accountabilities

• 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.  .

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• 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. 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 develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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.