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
Identification and screening of principal equity investment and divestment opportunities that align with the bank's overall business objectives, risk appetite, and regulatory requirements.Research and due diligence of various investment and divestment opportunities in principal equity investments, to select appropriate transactions for the portfolio, including follow-ons.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.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.Implementation and maintenance of effective risk management processes to identify, measure, monitor, and control risks arising from transacting in principal equity investments.Director Expectations
Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives.Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.Escalates breaches of policies / procedure appropriately.Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence.Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate.Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives.Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives.Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations.Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area.Negotiate with and influence stakeholders at a senior level both internally and externally.Act as principal contact point for key clients and counterparts in other functions/ businesses divisions.Mandated as a spokesperson for the function and business division.All Senior 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.
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.