Showing 75 Barclays jobs in Rochdale
Investment Reporting & Financial Analysis Manager
Posted 2 days ago
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Job Description
Investment Reporting & Financial Analysis Manager
Location: Blackburn Head Office
Join Vital Energi's Corporate Finance team at a crucial point in our growth journey. We are seeking an analytical and commercially minded individual to manage communication and reporting with our external investors and provide robust analysis for internal investment decisions.
The Opportunity
Reporting directly to the Chief Financial Officer, this is a high-visibility, hands-on role that acts as the primary analytical bridge between the Finance team, the Project Development team (including their techno-economic models (TEMs)), the Investment Committee, and our institutional investors. You will be expected to dive deep into complex financial models and project valuations, ensuring complete accuracy and integrity, before translating those technical findings into compelling reports and presentations. This role is not purely management; the successful candidate must be willing to own the analysis, roll up their sleeves, and directly perform the necessary financial modelling and data synthesis required for high-stakes decision-making.
Key Accountabilities:
Financial & Insight Analysis:
Apply strong accounting knowledge to interpret and analyse financial statements and investment results, synthesising complex financial data into clear, actionable insights that drive senior decision-making by the CEO/CFO and Investment Committee.
Budgeting and Forecasting:
Collate and coordinate the budget and forecasting process, ensuring alignment with the strategic plan and investor expectations.
Investment Committee (IC) Material:
Prepare, synthesise, and present complex financial information and project proposals for review by the Investment Committee. This includes writing executive summaries and preparing presentation slides that clearly articulate project risk, sensitivity analysis, return, and valuation.
Financial Model Review & Assurance:
Directly review, challenge, and stress-test complex financial models (DCF, NPV, IRR calculations) used for project sanctioning and valuation purposes covering SPV, AssetCo, and consolidated group levels.
Techno-Economic Model (TEM) Liaison:
Act as the critical link between the Project Development team’s TEMs and the financial models, translating technical inputs (e.g., thermal output, consumption) into robust financial forecasts.
Valuation Monitoring:
Routinely track and update business valuation and Enterprise Value (EV) calculations based on actual financial performance and the secured order book, reporting key variances to senior management.
Process Improvement & Collaboration:
Drive improvements in reporting processes and documentation across the team. Collaborate with internal teams (Project Delivery, FP&A, Financial Control, etc.) to ensure timely and accurate collection of input data.
External Investor Reporting:
Own the end-to-end production of bespoke quarterly and ad-hoc financial and operational reports required by our external debt and equity partners. Ensure timely delivery, accuracy, and adherence to specific covenant and contractual reporting requirements.
Statutory & PLC Readiness:
Ensure all external financial reports and disclosures adhere to best practice standards and maintain strong internal controls, providing support for statutory accounts production and adherence to PLC financial governance and reporting standards.
Stakeholder Liaison:
Act as a central point of contact for external communication regarding financial performance, project updates, and data queries from investors and financial due diligence advisors.
The Ideal Candidate Profile
- Qualification: Fully Qualified Chartered Accountant (ACA, ACCA, CIMA) or equivalent relevant qualification (e.g., CFA).
- Experience: Significant experience (5+ years) in a corporate finance, investment banking, transaction services, or FP&A role within the infrastructure, utilities, or renewable energy sector. Proven exposure to Public Limited Company (PLC) financial governance, compliance, or statutory reporting standards is highly desirable. Experience presenting to senior stakeholders (Board/IC) is essential. Strong understanding of debt covenants and valuation metrics.
- Model Expertise (Mandatory): Advanced financial modelling skills (including Excel mastery) with proven ability to build, review, audit, and interrogate complex project finance or valuation models without relying on a dedicated team.
- Soft Skills: Must possess exceptional written and verbal communication skills, exceptional ability to distil complex financial data into clear insights that drive decision-making, and demonstrated ability to collaborate effectively across functional teams.
Only applicants who are legally entitled to work in the UK and are currently resident in the UK are invited to apply.
The company is opposed to all forms of discrimination and will select for employment, training and promotion on the basis of suitability for the job and/ or merit. It is company policy that no job applicant or employee receives less favourable treatment than another on the grounds of sex, race, colour, age, ethnic or national origins, political affiliations, religious beliefs, marital status, physical disability or is disadvantaged by unjustifiable conditions or requirements.
Notice to Agency and Search Firm Representatives:
Vital Energi Utilities Ltd is not accepting unsolicited CVs from agencies and/or search firms for this job posting. CVs submitted to any Vital Energi Utilities Ltd employee by a third party agency and/or search firm without a valid written & signed search agreement, will become the sole property of Vital Energi Utilities Ltd. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you.
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Investment Banking Associate
Posted today
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Job Description
- Performing complex financial modeling, valuation analysis (DCF, precedent transactions, comparable companies), and LBO modeling.
- Conducting due diligence, preparing pitch books, information memorandums, and other client-facing materials.
- Supporting senior bankers in executing M&A transactions, equity offerings, and debt financings.
- Developing and maintaining relationships with clients and key stakeholders.
- Analyzing market trends and industry dynamics to identify potential opportunities.
- Assisting in business development efforts and client pitches.
- Collaborating with internal teams and external advisors throughout the transaction process.
- Mentoring and guiding junior analysts.
- Ensuring compliance with all regulatory requirements and internal policies.
- Bachelor's degree in Finance, Economics, Business, or a related quantitative field from a reputable university.
- 2-4 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
- Advanced proficiency in financial modeling, valuation techniques, and Microsoft Excel.
- Strong understanding of accounting principles and financial statement analysis.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely.
- Proven ability to work effectively under pressure and meet tight deadlines.
- High level of attention to detail and accuracy.
- Strong work ethic and a proactive, team-oriented approach.
- Must be based in or willing to relocate to **Manchester, Greater Manchester, UK**.
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Investment Banking Analyst
Posted 1 day ago
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Job Description
Key Responsibilities:
- Develop financial models, including DCF, LBO, and merger models.
- Prepare client presentations, pitch books, and investment memoranda.
- Conduct company and industry research and analysis.
- Assist in the execution of M&A transactions and capital raising.
- Perform due diligence on target companies.
- Support senior bankers in client relationship management.
- Monitor market trends and identify potential investment opportunities.
- Contribute to the overall strategy and success of the investment banking division.
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Proven internship experience in investment banking or a related field.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Strong understanding of corporate finance principles and valuation methodologies.
- Excellent analytical, quantitative, and problem-solving skills.
- High level of attention to detail and a strong work ethic.
- Ability to work effectively in a demanding, team-oriented environment.
- Excellent written and verbal communication skills.
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Investment Banking Analyst
Posted 5 days ago
Job Viewed
Job Description
- Conduct comprehensive financial analysis, including financial modeling, valuation, and due diligence for M&A transactions and capital raising activities.
- Prepare pitch books, presentations, and other client-facing materials for pitches and deal execution.
- Assist in the origination and execution of transactions across various industries.
- Research and analyze industry trends, market conditions, and company-specific data.
- Build and maintain complex financial models (DCF, LBO, precedent transactions, comparable companies).
- Support senior bankers in client meetings and negotiations.
- Monitor industry developments and identify potential investment opportunities.
- Ensure accuracy and quality of all financial data and transaction-related documentation.
- Collaborate effectively with internal teams and external advisors.
- Contribute to the overall success and reputation of the investment banking division.
- Bachelor's degree in Finance, Economics, Business, or a related quantitative field.
- Prior internship or experience in investment banking, corporate finance, private equity, or a related field is highly desirable.
- Exceptional quantitative and analytical skills, with a strong aptitude for financial modeling and valuation.
- Proficiency in Microsoft Excel (including advanced modeling techniques) and PowerPoint.
- Strong understanding of corporate finance principles, accounting, and capital markets.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely.
- High level of attention to detail and commitment to accuracy.
- Ability to work under pressure, manage multiple tasks simultaneously, and meet tight deadlines in a demanding environment.
- Self-motivated, proactive, and eager to learn and contribute.
- Demonstrated interest in financial markets and investment banking.
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Investment Banking Associate
Posted 5 days ago
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Job Description
Responsibilities:
- Assist in the execution of M&A transactions, debt and equity financings, and strategic advisory assignments.
- Develop comprehensive financial models, valuation analyses, and market research reports.
- Prepare client presentation materials, including pitch books, offering memorandums, and management presentations.
- Conduct due diligence investigations on target companies and market opportunities.
- Manage deal processes, coordinate with clients and other advisors, and ensure timely completion of transactions.
- Build and maintain strong relationships with clients, investors, and other stakeholders.
- Monitor market trends and identify potential investment opportunities.
- Support senior bankers in origination efforts and business development activities.
- Mentor and supervise junior analysts.
- Ensure compliance with all regulatory requirements and internal policies.
- MBA or Master's degree in Finance, Economics, or a related field.
- Minimum of 3-5 years of relevant experience in investment banking, corporate finance, or private equity.
- Strong financial modeling, valuation, and analytical skills.
- Excellent understanding of corporate finance principles and capital markets.
- Proven experience in deal execution and project management.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- High level of proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet).
- Ability to work effectively under pressure and meet tight deadlines in a fast-paced environment.
- Demonstrated leadership potential and team collaboration skills.
- Strong work ethic and attention to detail.
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Investment Banking Associate
Posted 6 days ago
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Job Description
Responsibilities:
- Develop complex financial models, including LBO, DCF, and accretion/dilution analyses.
- Prepare comprehensive marketing materials, such as pitch books, confidential information memorandums (CIMs), and management presentations.
- Manage deal processes from origination to closing, coordinating with clients, legal counsel, and other advisors.
- Conduct due diligence, valuation analyses, and industry research for potential transactions.
- Build and maintain relationships with clients and key stakeholders.
- Assist in the origination of new M&A and corporate finance mandates.
- Support senior bankers in client meetings and negotiations.
- Analyze financial statements and market data to identify investment opportunities and risks.
- Provide strategic financial advice to corporate clients.
- Supervise and mentor junior team members (Analysts).
- Bachelor's degree in Finance, Economics, Business, or a related quantitative field. An MBA or advanced degree is a plus.
- Minimum of 3-5 years of relevant experience in investment banking, corporate development, or private equity.
- Proven experience in M&A transaction execution.
- Advanced proficiency in financial modeling, valuation techniques, and Excel.
- Strong understanding of capital markets and corporate finance.
- Excellent analytical, critical thinking, and problem-solving skills.
- Exceptional written and verbal communication skills, with strong presentation abilities.
- Ability to manage multiple projects concurrently and meet tight deadlines.
- High level of attention to detail and accuracy.
- Strong work ethic and a team-oriented mindset.
- Must be based in or willing to relocate to Bradford for this full-time, in-office role.
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Investment Banking Analyst
Posted 10 days ago
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Job Description
Responsibilities:
- Conducting in-depth financial analysis and building complex financial models for M&A transactions, capital raising, and advisory assignments.
- Preparing client presentations, pitch books, and marketing materials with a high degree of accuracy and professionalism.
- Performing company valuations using various methodologies (e.g., DCF, precedent transactions, comparable company analysis).
- Assisting in the due diligence process for transactions, including gathering and analysing financial and operational information.
- Conducting industry research and competitor analysis to identify market trends and opportunities.
- Supporting senior bankers in client meetings and negotiations.
- Monitoring economic and market developments relevant to the firm's clients and transaction activities.
- Collaborating with cross-functional teams to ensure seamless transaction execution.
- Developing and maintaining relationships with clients and intermediaries.
- Ensuring all work complies with regulatory requirements and internal policies.
- A Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- 1-3 years of relevant experience in investment banking, corporate finance, or a related field.
- Strong understanding of financial modeling, valuation techniques, and corporate finance principles.
- Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
- Excellent analytical, quantitative, and problem-solving skills.
- Exceptional attention to detail and ability to manage multiple tasks under pressure.
- Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Team-oriented with a strong work ethic and a desire to learn.
- Eagerness to contribute to a high-performance environment.
- Demonstrated interest in capital markets and M&A.
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Investment Banking Analyst
Posted 10 days ago
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Job Description
Key Responsibilities:
- Assist in the origination and execution of M&A, debt, and equity transactions.
- Develop complex financial models, including DCF, LBO, and accretion/dilution analyses.
- Conduct thorough industry and company-specific research to support transaction mandates.
- Prepare high-quality pitch books, client presentations, and marketing materials.
- Perform valuation analyses, including comparable company analysis and precedent transaction analysis.
- Support due diligence processes, including financial, operational, and legal aspects.
- Monitor market trends and identify potential opportunities for the firm and its clients.
- Collaborate with internal teams and external advisors throughout the transaction lifecycle.
- Maintain and update financial databases and client relationship management systems.
- Contribute to business development efforts and client relationship management.
- A Bachelor's or Master's degree in Finance, Economics, Accounting, or a related quantitative field.
- Strong understanding of financial markets, corporate finance, accounting, and valuation methodologies.
- Advanced financial modelling skills and proficiency in Excel.
- Excellent analytical, quantitative, and problem-solving abilities.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely.
- High level of attention to detail and accuracy.
- Ability to manage multiple projects simultaneously and meet tight deadlines.
- Prior internship experience in investment banking, corporate finance, or a related field is highly desirable.
- Strong work ethic and a team-oriented attitude.
- Familiarity with Bloomberg terminal or similar financial data platforms is a plus.
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Investment Banking Analyst
Posted 10 days ago
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Job Description
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Investment Banking Analyst
Posted 20 days ago
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Job Description
Responsibilities:
- Assisting senior bankers in executing a wide range of financial advisory services, including mergers, acquisitions, divestitures, and capital raising.
- Conducting extensive financial modeling, valuation analysis, and due diligence for client transactions.
- Preparing comprehensive pitch books, client presentations, and transaction-related documents.
- Performing industry research and market analysis to identify strategic opportunities and potential risks.
- Building and maintaining strong relationships with clients and stakeholders across various industries.
- Supporting deal sourcing and origination efforts through market intelligence gathering.
- Collaborating with internal teams to ensure seamless execution of client mandates.
- Analyzing financial statements and market data to assess company performance and valuation.
- Mentoring and guiding junior analysts and interns.
- Staying informed about current market trends, regulatory changes, and economic developments impacting the financial industry.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field from a top-tier university.
- 1-3 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
- Strong understanding of financial accounting, corporate finance principles, and valuation methodologies.
- Advanced proficiency in financial modeling (DCF, LBO, M&A), Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet).
- Excellent analytical, quantitative, and problem-solving skills.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts concisely.
- High level of attention to detail and accuracy.
- Ability to work effectively under pressure and meet tight deadlines in a fast-paced environment.
- Proven teamwork and collaboration skills.
- A strong work ethic and a keen interest in financial markets.
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