Private Markets - Lifecycle Specialist

Join us as an Investments Specialist in the Private Markets team within the Investments Private Bank and Wealth Management (PB&WM) business. The Private Markets team is responsible for the PB&WM Private Markets offering, including the Barclays Private Assets Programme, Multi-Vintage Portfolios, the Direct Investments Platform and Venture Capital Products.  

This Investment Specialist role focuses on lifecycle activities associated with our advised Private Markets solutions (Barclays Private Assets Programme and Multi-Vintage Portfolios).

As an Investment Specialist, you will be the subject matter expert on technical attributes of the product post sale and manage internal delivery for colleagues and clients across PB&WM. Your responsibilities will entail:

• Conducting post sales activities including calculating and managing capital calls and distributions, front office communications, client reporting, tax engagement and working with fund managers and administrators as well as responding to adhoc front office and client queries
• Leading Strategic Initiatives (SI) and Change projects associated with enhancing and supporting a growing platform (including a client reporting enhancement project)
• Actively contributing as well as occasionally leading on Product Management and Governance activities within the team

Essential Skills/Basic Qualifications:

• Technical expertise including experience or an interest in Private Markets or funds
• Attention to detail, with the ability to multi-task, prioritise and make decisions independent of significant support from colleagues and management
• Strong understanding of risk management and ability to manage risk in a financial services environment
• Effective communication skills, including the ability to convey technical information clearly to a broad range of technical and non-technical stakeholders
• Ability to work in a collegiate manner to actively share knowledge and experience in order to meet commercial and business objectives
• Demonstrate a willingness and ability to take on tasks and processes from members of the team

Desirable skills/Preferred Qualifications:

• Technical expertise including experience working in product management and product governance for Investment products
• Experience in PBWM systems and operating models
• An understanding of accounting concepts, regulatory requirements and potential skills

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in London or Glasgow.

Purpose of the role

To act as a bridge between Product teams and clients, providing in-depth knowledge and support for a specific range of  products.

Accountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance

• Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.

• Response to customer inquiries and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage.

• Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.

• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.

Assistant Vice President Expectations

• 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. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.

• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify 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.

• 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.

• 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.

• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.

• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.

• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.

• 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.