IB Chief of Staff Office – Client Engagement & IB Support

Job Description

Purpose of the role

To enable the success of senior executives by helping navigate complex challenges, make informed decisions and deliver against their strategic objectives.

Accountabilities

• Strategic support to senior executives, such as the CEO or other top-level leaders including assistance in the development and execution of in year and multi-year business strategy, research, and analysis to support decision-making and act as delegate for the senior executive in specific situations.
• Management of Colleague engagement planning in line with the strategic direction, managing communication channels and ensuring effective coordination across different departments and teams.
• Management of key projects and strategic initiatives on behalf of senior executives, ensuring strategic projects are on track, monitoring of progress, and provision of regular updates to the executive team.
• Improvement of operational efficiency, alongside functional partners, within the organisation including the identification of areas for improvement, streamlining of processes, and implementation of consistently excellent best practices to enhance productivity and effectiveness.
• Development of performance reporting for key metrics that reinforce the strategic objectives of the division and support the external commitments made. Analyse and draw insight to drive performance. Involvement in aspects of financial analysis and budget management, including assistance in financial planning, forecasting, cost management and monitoring of financial performance against targets.
• Support to senior leadership to ensure appropriate resourcing across the business/function including planning and forecasting, partnering with HR to drive talent development and succession planning including the identification of high-potential employees, provision of mentorship and guidance, and support to leadership development and diversity initiatives.
• Support to the senior executive with risk and control oversight, escalation, crisis management and risk mitigation, support the development of contingency plans, coordination of responses to emergencies, and ensure business continuity.
• Implementation of a robust governance framework which supports the board of directors, executive forums and governance committees through the preparation of board materials, organisation of meetings, and ensuring compliance with regulatory requirements.

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.

Join us as an “IB Chief of Staff Office – Client Engagement & IB Support” at Investment Bank. The team provides comprehensive financial advisory, capital raising, financing and risk management services to corporations, governments and financial institutions worldwide. We take an integrated approach to client coverage, providing our clients with access to bankers who have industry and geography specific expertise across all investment banking products.

To be a successful " IB Chief of Staff Office – Client Engagement & IB Support" - the candidate must provide support to management team on day to day running of the strategic projects, priorities, the strategy and their office.

You may be assessed on the key critical skills relevant for success in role, such as strategic thinking, project management, strong investment banking acumen, executive-level communication, operational expertise, stakeholder management and cross-functional collaboration.

Basic/ Essential Qualifications:

• IB Office Support:

  • Provide direct administrative and strategic support to senior executives.

  • Maintain IB annual planner and QUAD trackers to understand phasing of key priorities throughout the year.

  • Coordinate with other Chief of Staff teams on interlocking announcements; results, IB townhalls, investor days etc.

  • Assist in coordinating the senior leadership team, including meeting preparation, agenda development, and follow-up on action items.

  • Assist in tracking key performance / scorecard metrics and preparing reports for leadership.

  • Support ad hoc projects and analysis to come to conclusions on ‘tough’ questions leadership ask.

• Client Engagement:

  • Utilizing tools like Eagle One and Analytics One to prioritize meetings and opportunities based on data, shaping client strategy accordingly.

  • Design KPIs to measure effectiveness / ROI of client engagement activities.

  • Assist in the preparation of client briefing memos ahead of client events and 1:1 meeting.

  • Update client game plans and track follow ups to ensure all commitments to clients are met and relationships maintained.

  • Implement standardized framework for post meeting action tracking.

Desirable skillsets/ good to have:

• Strong excel, VBA or Macro knowledge would be a plus.

• Solid PowerPoint building skills (including think cell), able to design a narrative / story.

• Extremely organised and able to work in a constantly changing / dynamic environment.

• Self-starter, able to use systems to gather information and produce a starting point to build upon.

• Speaks with clarity and presents a balanced view.

• Escalates risks quickly and not shy to bring issues to the forefront.

This role will be based out of NKP in Mumbai.