US Principal Investments Executive

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Barclays

Barclays

US Principal Investments Executive

New York, NY
Full Time
Paid
  • Responsibilities

    What will you be doing?

    Barclays Services Corp. seeks US Principal Investments Executive in New York, New York (multiple positions available):

    • Originate, structure and execute strategic growth equity investments by deploying proprietary capital.
    • Specialize in growing technology companies, primarily across financial technology and enterprise software companies.
    • Align investments with the medium to long-term objectives of the business.
    • Review valuation process, ensuring that inputs and calculations are correct and that there is a robust control environment.
    • Pitch growth investment and disposal opportunities to investment committee, perform screening and due diligence, negotiation and structuring terms for direct equity, mezzanine debt and fund investment.
    • Drive transactions from origination to closing both through external negotiation working with advisors, as well as interfacing with internal systems, which includes ‘Know Your Customer’ requirements, trading systems and funding.
    • Sit on the boards of portfolio companies exercising fiduciary duty and work with and challenge portfolio company management teams.
    • Work closely with the management of portfolio companies to drive organic growth, assess bolt-on acquisition opportunities and deliver a meaningful exit.
    • Build and maintain strong network with internal stakeholders and business executives to ensure that equity investments align with and drive value for the core business.
    • May telecommute.

    Salary / Rate Minimum/yr: $173,555 per year

    Salary / Rate Maximum/yr: $205,000 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 manage the bank's principal equity investments portfolio, ensuring that it aligns with the bank's principal investment strategy and risk tolerance by the analysis of market conditions, selection of appropriate investments and divestments, and monitoring of the performance of the portfolio.

    Accountabilities

    • Identification and screening of principal equity investment and divestment opportunities that align with the bank's overall business objectives, risk appetite, and regulatory requirements.
    • Research and due diligence of various investment and divestment opportunities in principal equity investments, to select appropriate transactions for the portfolio, including follow-ons.
    • Execution of transactions and portfolio management of the bank's principal equity investment portfolio, ensuring that it meets the bank's strategic investment objectives and risk tolerance.
    • Analysis of the performance and periodic valuation updates of the principal equity investment portfolio, evaluating its performance against risk indicators and investment strategic objectives, and preparation of regular performance reports for relevant internal stakeholders.
    • Implementation and maintenance of effective risk management processes to identify, measure, monitor, and control risks arising from transacting in principal equity investments.

    Vice President Expectations

    • Advise key stakeholders, including 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 the control and governance agenda.
    • Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
    • Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
    • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
    • Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
    • Adopt and include the outcomes of extensive research in problem solving processes.
    • Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills 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.

  • Industry
    Banking
  • About Us

    We’re a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 50 countries and employing around 83,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.