Investment Banking Analyst, Consumer and Retail Group (CRG)

Job Description

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
· 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.

Join Barclays as an Investment Banking Analyst, Consumer and Retail Group (CRG), where you will have the chance to provide innovative financial solutions tailored to our clients’ needs. You will be working on a variety of assets and assignments across the sector, while supporting the Consumer and Retail Group team. You’ll make use of your communication skills to effectively interact with internal and external stakeholders, ensuring fast and unparalleled customer service to our clients.

To be successful as an Investment Banking Analyst, Consumer and Retail Group (CRG), you should have experience with:

• Building and maintaining complex models for consumer and retail group verticals to support strategic decision-making

• Proficiency in interpreting and evaluating income statements, balance sheets, cash flow statements, and multi-layered debt structures

• Supporting high-profile transactions, including M&A, IPOs, and secondary offerings

Some other highly valued skills may include:

• Creating client-ready materials showcasing valuation, deal structures, and strategic insights

• Collaborate with senior bankers and clients to deliver actionable recommendations and transaction updates

• Conducting deep-dive research on Consumer and Retail sectors, including competitive benchmarking and trend forecasting

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

This role is located in New York.

This role is regulated by FINRA.

Minimum Salary: $110,000

Maximum Salary: $135,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.