Diversified Industries Group (DIG) / Mergers & Acquisitions (M&A) Investment Banking Associate
Join us as a Diversified Industries Group (DIG) / Mergers & Acquisitions (M&A) Investment Banking Associate at Barclays Canada where you advise clients on a wide range of strategic transactions. You will have the opportunity to conduct industry research, analyze key trends and opportunities. The DIG/ M&A Associate develops financial models, valuations and manages the execution of transactions. You will prepare and deliver presentations to clients and senior leadership, while nurturing and building strong relationships with other industry professionals.
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 have 2-4 years of relevant experience as well as a deep understanding of the DIG sector or previous M&A experience.
- Proven track record of being involved in executing transactions, high proficiency in Excel and PowerPoint, client management and demonstrated leadership ability in guiding and training the juniors of the team are traits highly favored by the team.
- Strong verbal and written communication skills along with a Bachelor's degree in finance or related field along with the ability to manage multiple projects simultaneously are also skills required for this role.
- Additionally, the successful candidate will have experience originating deals in the DIG or M&A space, identifying potential clients and/or opportunities. The Associate will represent the firm at industry conferences, events and take ownership of client relationship and deals, while making key decisions during the transaction process.
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.
- 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.
- 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.
- Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practices to solve problems creatively and effectively.
- Communicate complex information effectively.
- 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.