Investment Bank Associate

About the role

Barclays Capital seeks Investment Banking Associates in New York to support Coverage and M&A advisory work. Responsibilities include financial modelling, valuation, transaction execution, client materials, research, diligence coordination, and internal approvals. Associates collaborate with senior bankers and cross-functional teams while participating in training and development programs.

Responsibilities

• Build financial models, including DCF, LBO, merger, comparable company, and transaction analyses.
• Conduct valuation and financial statement analyses, assessing company performance and capital structure.
• Prepare pitchbooks, board updates, transaction analyses, CIMs, management presentations, and process letters.
• Support M&A and capital raising transactions, including data rooms and due diligence coordination.
• Research industries, companies, market activity, and precedent transactions across equity and debt markets.
• Prepare internal committee materials and support compliance with firm procedures and regulatory requirements.

Client and Team Support

• Collaborate on live transactions and client pitches, advising corporate clients on structured solutions.
• Assist senior bankers with client calls, diligence sessions, relationship management, and workflow tracking.
• Coordinate with legal, compliance, risk, operations, and other cross-functional teams.
• Identify opportunities and support business cases, product development, deployment, and launch activities.
• Participate in training and development programs to enhance investment banking skills and knowledge.

Role Expectations

• Develop and implement financial models and strategies supporting investment banking decision-making.
• Manage risk and strengthen controls related to assigned work and transaction processes.
• Analyze complex information from multiple internal and external sources to solve problems effectively.
• Communicate complex or sensitive information and influence stakeholders to achieve outcomes.
• Collaborate across business areas to support organisational objectives and business strategy.