Principal Investments Origination - AVP

The role will be part of the London-based Barclays Climate Ventures (“BCV”) team within Principal Investments, focusing on origination support for identifying opportunities to invest in early-stage private companies developing, commercialising, and scaling Climate Tech. The activities are split into (i) internal and external ecosystem development/engagements, (ii) business development and (iii) origination.

Responsibilities: Mapping the investor community and maintaining an accurate landscape of active investors and their investment mandates. Supporting the design and coordination of key BCV engagements such as portfolio days, investor events, and industry roundtables.  Assisting in the development of content for BCV internal/external messaging and brand materials.  Preparing research and briefing packs for senior stakeholders ahead of investor and company meetings and attending meetings where appropriate to capture actions and ensure follow through.  Conducting research to support the development of BCV’s investment thesis (including, but not limited to, deal selection methodologies, assessment criteria, sector themes, and technologies).  Market mapping and screening based on investment theses to identify specific opportunities for further due diligence.

The ideal candidate will have experience working in strategic investing, the venture capital sector or as an analyst covering a relevant sector such as energy, industrial or manufacturing. Personal attributes to include experience or desire to work in a high-pressure transactional environment, excellent communication skills and ability to thrive in a high-performance team environment. An interest in climate tech and sustainability is desirable.

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.

This role is located within our London office. 

Purpose of the role

To manage the bank's principal equity investments portfolio, ensuring that it aligns with the bank's principal investment strategy and risk tolerance by the analysis of market conditions, selection of appropriate investments and divestments, and monitoring of the performance of the portfolio.  

Accountabilities

• Identification and screening of principal equity investment and divestment opportunities that align with the bank's overall business objectives, risk appetite, and regulatory requirements.
• Research and due diligence of various investment and divestment opportunities in principal equity investments, to select appropriate transactions for the portfolio, including follow-ons.
• Execution of transactions and portfolio management of the bank's principal equity investment portfolio, ensuring that it meets the bank's strategic investment objectives and risk tolerance.
• Analysis of the performance and periodic valuation updates of the principal equity investment portfolio, evaluating its performance against risk indicators and investment strategic objectives, and preparation of regular performance reports for relevant internal stakeholders.
• Implementation and maintenance of effective risk management processes to identify, measure, monitor, and control risks arising from transacting in principal equity investments.

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
• 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 lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• 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.

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.