Financial Institutions Group FIG) Investment Banking Analyst

Barclays; Old Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a dynamic team as a Financial Institutions Group Investment Banking Analyst, where you'll engage in high-profile transactions and develop your skills in financial modeling and valuation analysis. This role offers a unique opportunity to collaborate with clients and internal teams, driving impactful solutions in the financial institutions sector. You will be at the forefront of understanding client needs and delivering tailored investment banking solutions while enhancing your professional expertise in a supportive environment. If you are passionate about finance and eager to make a difference, this position is perfect for you.

Qualifications

• Bachelor's degree in finance, economics, math, engineering, or computer science required.
• Experience in financial modeling and transaction analysis is essential.

Responsibilities

• Develop and maintain relationships with corporate clients to understand their financial goals.
• Conduct in-depth financial analysis and due diligence on client companies.

Skills

Financial modeling

Valuation analysis

Industry research

Communication skills

Risk management

Strategic thinking

Business acumen

Digital and technology skills

Education

Bachelor’s degree in finance

Bachelor’s degree in economics

Bachelor’s degree in math

Bachelor’s degree in engineering

Bachelor’s degree in computer science

Job description

• This role is regulated by CIRO.

Join us as a Financial Institutions Group (FIG) Investment Banking Analyst at Barclays Canada where you will have the chance to join our collaborative and supportive team and contribute to high-profile transactions. As an analyst of the group, you will conduct in-depth industry and company research, and build complex financial models and valuation analysis. You will prepare client presentations, marketing materials, and support senior bankers in executing transactions.

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

• To be successful in this role you should hold a bachelor’s degree in finance, economics, math, engineering, or computer science and have a strong record of academic and professional accomplishments.
• You should have experience building financial models and analyzing transactions, and a deep understanding of financial statements and key metrics related to evaluating businesses.
• You will bring your communication skills and the ability to interact with clients as you work on multiple projects with internal and external stakeholders.
• A desire to be involved in the financial institutions sector including banks, insurance, asset and wealth management, specialty finance, and financial technology is essential.

This role is based in Toronto.

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.

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.
• OR for an individual contributor, they develop technical expertise in the 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/procedures 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 the function, alongside knowledge of the organisation's 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 the 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.