Investment Bank Associate

Barclays; New York (NY); On-site; USD 150,000 - 175,000; Full time

Job summary

Barclays Capital Inc. in New York, NY seeks an Investment Banking Associate to contribute to day-to-day deal work, client interactions, and analysis across multiple transactions in a fast-paced environment.

The role involves building complex financial models, conducting valuation work, preparing CIMs and client materials, and coordinating due diligence and data rooms with senior bankers. Base salary ranges from $150,000 to $175,000 per year.

Qualifications

• Build and maintain financial models (DCF, LBO, merger models, comps).
• Conduct valuation analyses and prepare schedules and outputs.
• Analyze financial statements and assess capital structure.
• Prepare client presentation materials including pitchbooks and CIMs.
• Assist in due diligence and data room coordination.

Responsibilities

• Collaborate on live deals and client pitches to deliver structured solutions.
• Coordinate with cross-functional teams to support initiatives.
• Participate in training and development programs.
• Identify opportunities and support deployment of new products/services in investment banking.
• Manage client relationships and provide service in transactions.
• Develop and implement financial models to inform decision making.

Skills

Financial modeling

DCF

LBO

Merger analysis

Valuation

Job description

What will you be doing?

Barclays Capital Inc. seeks Investment Banking Associate in New York, NY (multiple positions available):

• Build and maintain financial models, including DCF, LBO, merger models, and comparable analyses.
• Conduct valuation analyses and prepare supporting schedules and outputs.
• Perform financial statement analysis and assess company performance and capital structure.
• Prepare client presentation materials, including pitchbooks, board updates, and transaction analyses.
• Draft and review transaction materials such as confidential information memoranda (CIMs), management presentations, and process letters.
• Support execution of M&A and capital raising transactions, including managing data rooms and coordinating due diligence.
• Conduct industry and company research to support transaction workstreams and client materials.
• Monitor market activity and relevant precedent transactions across equity and debt markets.
• Coordinate with internal teams (legal, compliance, risk, operations) to support transaction approval and execution processes.
• Assist senior bankers in managing client interactions, including calls, diligence sessions, and workflow tracking.
• Prepare internal committee materials and ensure compliance with firm procedures and regulatory requirements.

Minimum Salary: $150,000 per year

Maximum Salary: $175,000 per year

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.

This position is eligible for incentives pursuant to Barclays Employee Referral Program.

Purpose of the role

To participate in the day-to-day activities of the investment banking division. Gain broad exposure to different types of clients, transactions and focus on specialist areas.

Accountabilities

• Collaboration on live deals, client pitches, support the team with advising on a broad range of corporate clients,. delivering holistic, structured solutions to deliver on client goals.
• Collaboration with cross-functional teams to support business initiatives.
• Participation in training and development programs to enhance skills and knowledge.
• Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for investment banking.
• Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions.
• Development and implementation of financial models and strategies that support in decision making in investment banking. Understand how businesses work and learn from experts in the industry.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• 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 will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

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.