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Investment Bank , Financial Sponsors Group

San Francisco, CA
Full-Time

Job Description

Join Barclays as an Investment Bank Analyst, Financial Sponsors Group, where you will work closely alongside senior bankers and partner with Barclays Capital Markets and Industry bankers to cover premier private equity and asset manager clients. You will play a leadership role on deal teams in pitching and executing advisory, leveraged finance/DCM, and Equity Capital Markets transactions. In this exciting role, you'll have the opportunity to support senior client coverage bankers in originating transactions, and advising financial sponsors across different products and industries, and supporting execution across a variety of products and sectors.

To be successful as an Investment Bank Analyst, Financial Sponsors Group, you should have experience with:

  • Collaborating with industry coverage teams and product partners to originate and execute highly detailed transactions and deliver world-class client outcomes

  • Transactions ranging from M&A advisory, acquisition financing, leveraged finance/DCM, and Equity Capital Markets

  • Developing investment ideas used to engage clients and strengthen client relationships

  • Playing a client-facing role in the context of secondary client coverage and on deal-specific pitches or mandates

Some other highly valued skills may include:

  • Supporting business, financial, and other types of diligence

  • Ample understanding of financial modelling, accounting, valuation, credit analysis, and other corporate finance applications used in Investment Banking

  • Ample verbal and written communication with the drive and ability to build client relationships and partner closely with internal constituents

  • Meticulous attention to detail and effective time management

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

This role is located in San Francisco, CA.

This role is regulated by FINRA.

Minimum Salary: $110,000

Maximum Salary: $135,000

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.

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. .
· 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. .


Analyst Expectations
· 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 / procedure 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 function, alongside knowledge of the organisations 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 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.

PDN-9ff4ad39-4e79-4d13-b1f2-a0561f971865

Join Barclays as an Investment Bank Analyst, Financial Sponsors Group, where you will work closely alongside senior bankers and partner with Barclays Capital Markets and Industry bankers to cover premier private equity and asset manager clients. You will play a leadership role on deal teams in pitching and executing advisory, leveraged finance/DCM, and Equity Capital Markets transactions. In this exciting role, you'll have the opportunity to support senior client coverage bankers in originating transactions, and advising financial sponsors across different products and industries, and supporting execution across a variety of products and sectors.

To be successful as an Investment Bank Analyst, Financial Sponsors Group, you should have experience with:

  • Collaborating with industry coverage teams and product partners to originate and execute highly detailed transactions and deliver world-class client outcomes

  • Transactions ranging from M&A advisory, acquisition financing, leveraged finance/DCM, and Equity Capital Markets

  • Developing investment ideas used to engage clients and strengthen client relationships

  • Playing a client-facing role in the context of secondary client coverage and on deal-specific pitches or mandates

Some other highly valued skills may include:

  • Supporting business, financial, and other types of diligence

  • Ample understanding of financial modelling, accounting, valuation, credit analysis, and other corporate finance applications used in Investment Banking

  • Ample verbal and written communication with the drive and ability to build client relationships and partner closely with internal constituents

  • Meticulous attention to detail and effective time management

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

This role is located in San Francisco, CA.

This role is regulated by FINRA.

Minimum Salary: $110,000

Maximum Salary: $135,000

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.

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. .
· 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. .


Analyst Expectations
· 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 / procedure 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 function, alongside knowledge of the organisations 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 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.

PDN-9ff4ad39-4e79-4d13-b1f2-a0561f971865

About Barclays

There’s no other business quite like Barclays. 

There are no other careers quite like ours. 

We’re here to champion your development, and we truly want you to enjoy your career journey. 

We’ll give you all the support and encouragement you need to make the most of this experience. 

And you’ll have the chance to make a genuine contribution to our inclusive culture and support our purpose as we serve our customers, clients, communities and colleagues.

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Barclays
Investment Bank , Financial Sponsors Group
Barclays
San Francisco, CA
Sep 24, 2025
Full-time
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