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Barclays

Wealth management services for UK clients

Investment Banking Coverage - VP

Full-Time
$255k - $275k/yr+ Employee referral program incentive
Expert
New York, NY, USA
In Person
Finance & BankingInvestment Banking
Company Does Not Provide H1B Sponsorship

About the job

Responsibilities
  • Provide financial advisory and capital raising services to corporate and institutional clients.
  • Support an integrated coverage model by partnering with product and regional teams to advise clients on mergers and acquisitions, divestitures, debt and equity financings, and restructurings.
  • Analyze the energy and climate technology sector and macroeconomic environment using financial, economic, commodity, and capital markets concepts, internal analytical techniques, proprietary models, and business processes.
  • Execute investment banking assignments for energy and climate technology clients, including equity and debt financings, mergers and acquisitions advisory engagements, acquisitions, divestitures, joint ventures, restructurings, refinancings, and recapitalizations.
  • Prepare new-business and marketing materials and coordinate internal workstreams required to deliver transactions.
  • Perform quantitative analysis, financial modeling, and valuation work to evaluate transaction impact, assess corporate strategic alternatives, and prepare investment recommendations.
  • Construct financial projections and forecasting models, merger models, accretion/dilution analyses, and debt paydown models using proprietary frameworks.
  • Apply comparable companies, precedent transactions, discounted cash flow, and leveraged buyout valuation analyses.
  • Conduct industry and company research.
  • Evaluate current and historical financial data.
  • Perform cost/benefit analyses.
  • Interpret market prices, capital structure, return metrics, investment-risk trends, and macroeconomic, commodity, and sector influences affecting transactions and recommendations.
  • Conduct internal and external due diligence on companies and financial products to assess transaction feasibility.
  • Perform credit analysis.
  • Apply internal underwriting frameworks to evaluate commitment and underwriting risks.
  • Prepare and present oral and written analyses regarding economic trends, companies, and industries, synthesizing findings into recommendations and presentations using spreadsheets and other analytical outputs.
  • Maintain client and internal stakeholder interactions to support relationship management, respond to information requests, and contribute to business and idea generation.
  • Manage transactions with minimal supervision by coordinating activities with junior team members and external parties, including clients, legal counsel, and accountants.
  • Build and maintain corporate client relationships by understanding their businesses, financial goals, and industry trends.
  • Generate ideas and identify opportunities that expand the bank’s client base and generate new business.
  • Collaborate with legal and compliance teams to review, draft, and maintain transaction documentation, including contracts and agreements.
  • Collaborate with Capital Markets, Sales and Trading, Research, and Risk Management teams to provide comprehensive client solutions.
  • Engage clients on energy transition, climate transition strategies, and sustainable finance opportunities where applicable.
  • Plan resources, budgets, and policies; manage and maintain policies and processes; deliver continuous improvements; and escalate policy or procedure breaches.
  • Advise key stakeholders, functional leadership teams, and senior management on functional and cross-functional areas of impact and alignment.
  • Manage and mitigate risks through assessment in support of control and governance objectives.
  • Demonstrate leadership and accountability for managing risk and strengthening controls related to the team’s work.
  • Create solutions through sophisticated analytical thought, comparing and selecting complex alternatives to define problems and develop innovative solutions.
  • Incorporate extensive research into problem-solving processes.
  • Build and maintain trusting relationships and partnerships with internal and external stakeholders using influencing and negotiating skills.

About the company

Barclays Wealth Management provides personalized wealth management services to clients across the UK through a regional network of financial experts. It delivers tailored investment management, financial planning, and estate and trust services, based on each client’s goals, risk tolerance, and time horizon, with support from Barclays’ broader banking resources. The company differentiates itself through its scale and integration, combining local, face-to-face guidance with the back‑end support and product access of a large UK bank. Its goal is to help clients preserve and grow their wealth over the long term while managing risk through a comprehensive, advisor-led service.

Company Size

10,001+

Company Stage

IPO

Headquarters

London, United Kingdom

Founded

1690

Get referred to Barclays

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Simplify Jobs

Simplify's Take

What believers are saying

  • Barclays plans to more than double Singapore private-banking bankers by 2030.
  • The September 2026 booking centre expands access to Singapore's growing wealth hub.
  • Management raised 2026 targets on February 10, 2026, while returning over £15 billion.

What critics are saying

  • Reuters reported a £228 million MFS provision on April 28, 2026.
  • Barclays raised UK motor finance compensation provisions to £430 million in April 2026.
  • Germany fined Barclays €1.65 million on March 27, 2026, exposing compliance weakness.

What makes Barclays unique

  • Barclays launched Singapore booking centre on September 4, 2026, linking clients globally.
  • Wee Yee-Yeong joined from Morgan Stanley on September 22, 2026, deepening Asia expertise.
  • Barclays pitches one-bank access across lending, investments, and wealth planning for UHNWs.

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Benefits

  • Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

1%

2 year growth

1%
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