AVP, Investment Manager, Principal Investments

The role will be part of the London-based Sustainable Impact Capital team within Principal Investments, focusing on transaction execution and investment management of early-stage private companies developing, commercialising, and scaling Climate Tech. The activities are split into (i) transaction due diligence and execution and (ii) investment management.

Responsibilities:

1. Drive desktop market research and commercial due diligence to assess risks and mitigants of an investment.
2. Understand environmental impact of transactions and lead associated technology improvements.
3. Financial modelling and analysis, including valuation models, sensitivity analysis, risk assessments.
4. Support deal structuring and negotiation.
5. Work with internal partners to ensure regulatory compliance.
6. Preparation of committee materials and support deal closing mechanics.
7. Active investment management on a portfolio of live investments, building relationships and assessing and escalating risks as appropriate.
8. Establish key performance indicators and early warning indicators through technology solutions.
9. Determine and recommend appropriate course of action in relation to shareholder events.
10. Over time, act as board observer on portfolio companies.
11. Oversight of internal valuations across the portfolio.

The ideal candidate will have experience working in strategic investing or the venture capital sector, preferably in a high-pressure transactional environment with an understanding of valuation concepts for private companies. Demonstrate interest in climate tech and sustainability. An interest to pursue a professional qualification will be advantageous to any application.

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:

1. Identification and screening of principal equity investment and divestment opportunities that align with the bank's overall business objectives, risk appetite, and regulatory requirements.
2. Research and due diligence of various investment and divestment opportunities in principal equity investments, to select appropriate transactions for the portfolio, including follow-ons.
3. 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.
4. 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.
5. Implementation and maintenance of effective risk management processes to identify, measure, monitor, and control risks arising from transacting in principal equity investments.

Assistant Vice President Expectations:

1. To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/business divisions.
2. 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.
3. 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.
4. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identifying 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.
5. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
6. Identify ways to mitigate risk and develop new policies/procedures in support of the control and governance agenda.
7. Take ownership for managing risk and strengthening controls in relation to the work done.
8. 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.
9. Collaborate with other areas of work, for business-aligned support areas to keep up to speed with business activity and the business strategy.
10. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practices (in other areas, teams, companies, etc.) to solve problems creatively and effectively.
11. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
12. 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.