Job Summary:

• Research, analyze and document qualitative and quantitative trends in target industry sectors
• Analyze capital markets and mergers and acquisitions activity in target sectors
• Identify and research companies in target industry sectors with a history of acquisitions, including their current strategic objectives
• Assist senior and junior investment bankers with the M&A transaction process
• Assist in producing monthly industry and market reports
• Manage and assist the due diligence effort for both buyers and sellers
• Assist in organizing the operations of a transaction closing
• Prepare marketing documents and pitch books
• Create buyer and/or target lists and assist in managing online data rooms
• Build financial models for use in transactions

Skills on Resume:

• Trend Analysis (Hard Skills)
• M&A Insight (Hard Skills)
• Company Research (Hard Skills)
• Transaction Support (Hard Skills)
• Report Generation (Hard Skills)
• Due Diligence (Hard Skills)
• Marketing Development (Hard Skills)
• Financial Modeling (Hard Skills)

Job Summary:

• Ensuring all work is conducted in accordance with Barclays Standards and Policies
• Have responsibility for the accuracy and completeness of all client instructions
• Contributing to the end-to-end process within agreed service levels and within SLA
• Taking responsibility for work and supporting the team working ethos
• Escalating data integrity issues and any due diligence or sanction concerns
• Working collaboratively with Barclays teams and projects across Jersey, Guernsey, Isle of Man and India
• Oversee and manage a portfolio of branch offices and monitor the return of bank documents.
• Receive and process requests to open, close, and update bank accounts.
• Manage Bank Information in Complete Control for Communities (C3).
• Update signature cards and perform bank reconciliations
• Review 90-day stale dated checks, submitting stop payments and void forms to Accounts Payable along with a monthly report to branch personnel.

Skills on Resume:

• Compliance Adherence (Hard Skills)
• Client Instruction Oversight (Hard Skills)
• Process Management (Hard Skills)
• Team Support (Soft Skills)
• Issue Escalation (Hard Skills)
• Collaboration (Soft Skills)
• Branch Portfolio Management (Hard Skills)
• Account Administration (Hard Skills

Job Summary:

• Ensure all bank statements are loaded daily
• Reconciliation of bank balance to ERP system daily
• Ensure all bank transactions are cleared on a timely basis
• Investigation of aged open items and ensure all month-end close processes run accurately and on time.
• Prepare Balance Sheet reconciliations.
• Deal with email queries from Internal and External partners
• Assist in any finance-related audits
• Assist in the ADI Branch Cash Process, reconciling items and investigating issues directly with the branches
• Analyse and interpret financial statements of banks in developing countries
• Prepare summaries on the banks’ financial situation
• Calculate and analyse ratios based on financial statements of banks
• Assist in measuring credit, market, operational, and liquidity risks of banks
• Collect data and perform research on banks
• Provide conclusions and recommendations on research findings (banking sector)

Skills on Resume:

• Daily Statement Loading (Hard Skills)
• Bank Reconciliation (Hard Skills)
• Transaction Clearing (Hard Skills)
• Month-end Close Support (Hard Skills)
• Balance Sheet Reconciliation (Hard Skills)
• Email Query Handling (Soft Skills)
• Audit Assistance (Soft Skills)
• Financial Analysis (Hard Skills)

Job Summary:

• Partnering with senior bankers to help them prepare presentations, financial and credit analyses, and financial projections and models
• Analyzing specific clients and participating in client planning discussions with bankers and product partners
• Working with client service teams to understand the support model
• Working with risk teams to understand elements of client risks and perform relevant analyses
• Supporting the team in determining appropriate resolutions to new regulatory obligations.
• Monitoring, reporting, and defining and documenting critical internal control processes.
• Formulating corrective actions, where applicable, to resolve identified exceptions.
• Coordinating internal and external projects efficiently and thoroughly.
• Supporting in participation to requirements that arise with respect to the Depositary Bank Investment Fund Compliance Committee, client and third parties due diligence, and new business reviews.
• Supporting the team on questions from clients, regulators, external auditors and/or BBH internal departments.

Skills on Resume:

• Presentation Support (Hard Skills)
• Client Analysis (Hard Skills)
• Support Model Understanding (Hard Skills)
• Risk Analysis (Hard Skills)
• Compliance Assistance (Hard Skills)
• Control Monitoring (Hard Skills)
• Project Coordination (Soft Skills)
• Stakeholder Communication (Soft Skills)

Job Summary:

• Day-to-day risk control responsibilities including, but are not limited to, periodic risk report production and investigation of risk exceptions        
• Participate in the ICAAP, ILAAP, and Recovery Planning.
• Use of internal or third-party risk models/ tools to provide insight on risk exposures, and capital or liquidity adequacy.
• Model documentation and validation.
• Develop risk modeling methodologies.
• Build reports or prototypes to provide proof of concept before tools are implemented in the production environment.
• Communicate methodologies and results within the Risk team and prepare reports and presentation material to governance forums such as the Business Risk Committee, Asset & Liability Committee, or Fund Board.
• Interact with Portfolio Managers, Traders and Analysts to understand risk appetite, refine analyses and communicate important findings.
• Perform stress tests both on asset management portfolios and the treasury desk book.
• Assist the Risk team in writing and presenting the Risk framework, policies and procedures and answering clients' or prospective clients’ requests 
• Take part in projects, including product development initiatives, as a Risk representative.
• Ensure awareness of the risks associated with the processes of the department and the controls used to mitigate those risks.
• Remain proactive in identifying any further risks or controls that may have an impact or bring added benefit or development to processes.

Skills on Resume:

• Risk Control (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Risk Modeling (Hard Skills)
• Model Validation (Hard Skills)
• Methodology Development (Hard Skills)
• Reporting & Presentation (Soft Skills)
• Stakeholder Communication (Soft Skills)
• Process Improvement (Soft Skills)

Job Summary:

• Manage review process workflows to ensure timely approvals and feedback of marketing material, and manage record retention of approved material.
• Collaborate with Product teams to identify and pursue opportunities for review process automation.
• Assist in developing and delivering training and education on Bank marketing policies, procedures, and best practices.
• Review, analyze, and approve marketing and advertising materials, training materials, and communications related to the Bank's deposit and lending products.
• Ensure compliance with firm-wide policies and Bank regulatory requirements applicable to marketing and communications with the public and adhere to required approval processes.
• Prepare documentation for monitoring & testing, audits and examinations.
• Support messaging and field engagement team with reports and general management support 
• Coordinate with the operations team to update the scope of periodic audits of the asset portfolios in light of the deal terms and recent developments and ensure timely audits
• Negotiate and implement remedial actions with servicers for any major discrepancies revealed in the audits.
• Maintain organized credit files for credit, regulatory, and compliance purposes.
• Assist in the analysis and reporting of Basel parameters.

Skills on Resume:

• Workflow Management (Hard Skills)
• Process Automation (Hard Skills)
• Training Development (Hard Skills)
• Marketing Material Review (Hard Skills)
• Compliance Assurance (Hard Skills)
• Documentation Preparation (Hard Skills)
• Support Coordination (Soft Skills)
• Audit Coordination (Soft Skills)

Job Summary:

• Monitor the ongoing compliance of assigned deals with the documented financing terms and conditions, portfolio performance and financial triggers
• Work closely with the operations team to verify funding base and eligibility criteria and approve customer funding requests.
• Review service reports for accuracy, investigate unusual data trends, identify deteriorating asset performance, and keep abreast of industry and market trends and customer-specific events. 
• Advise the Origination team of the relevant findings that could impact the portfolio.
• Provide the Origination team with historical asset performance data and make appropriate recommendations with the aim of mitigating credit risks.
• Act as a contact person post-closing; liaise with other constituents such as participating banks, attorneys and external auditors. 
• Play a supportive role in transaction restructuring, amendment, consent and waiver requests with recommendation to Origination, Senior Credit Officer, and Independent Risk via Approval Memorandum
• Prepare and present Quarterly Portfolio Reviews to Risk/Business management, submit annual reviews for approval
• Assist in facility renewals and required processes for new deals
• Update the operations team on all pertinent changes to the facilities to ensure the accuracy of deal files and internal reporting

Skills on Resume:

• Deal Compliance Monitoring (Hard Skills)
• Funding Verification (Hard Skills)
• Data Analysis (Hard Skills)
• Risk Advisory (Hard Skills)
• Performance Evaluation (Hard Skills)
• Relationship Management (Soft Skills)
• Transaction Support (Hard Skills)
• Portfolio Reporting (Hard Skills)

Job Summary:

• Analyzing companies, industries, historical financial statements and prospective financial information
• Building financial models and performing valuation analyses
• Drafting proposal materials and transaction marketing documents
• Assisting in identifying appropriate investors and/or strategic and financial buyers
• Managing and executing due diligence
• Maintaining relationships with client personnel at appropriate levels
• Analyzing M&A market trends and writing-related industry research
• Updating deal records in firmwide CRM (DealCloud)
• Expect to pass the FINRA series 79 exam (Investment Banking Professional)
• Conducting industry research.
• Interacting with senior bankers and executives from client companies in the preparation and presentation of transaction materials.
• Ensuring the accuracy and adherence to the firm’s quality standards of all presentation materials and analyses.
• Supporting the firms’ marketing and recruitment activities.

Skills on Resume:

• Financial Analysis (Hard Skills)
• Valuation Modeling (Hard Skills)
• Proposal Drafting (Hard Skills)
• Investor Identification (Hard Skills)
• Due Diligence Management (Hard Skills)
• Client Relationship Management (Soft Skills)
• Market Trend Analysis (Hard Skills)
• CRM Management (Hard Skills)

Job Summary:

• Research and analyze financial and operating information relating to companies and industries
• Perform comparable company analysis, complex financial modeling (including merger modeling) 
• Run valuation analysis as part of client/industry evaluations
• Complete due diligence on new and existing client relationships
• Compile industry analysis and provide analytical findings to senior bankers
• Develop written pitch and marketing materials for client meetings
• Support deal teams in the successful development, presentation, and winning mandates
• Support deal teams in the execution of both financings and M&A transactions
• Assist in the identification of buyers for sell-side clients
• Tracking of information related to these buyers as well as other M&A/deal related information
• Assisting with the drafting of teaser and M&A offering documents
• Assisting with the due diligence process and research for thought leadership pieces
• Assistance with marketing material updates and development

Skills on Resume:

• Financial Analysis (Hard Skills)
• Modeling Expertise (Hard Skills)
• Valuation Techniques (Hard Skills)
• Due Diligence (Hard Skills)
• Industry Analysis (Hard Skills)
• Presentation Skills (Soft Skills)
• Deal Support (Hard Skills)
• Buyer Identification (Hard Skills)