Barclays Wealth is part of the Barclays Group , a major global financial services provider engaged in retail and commercial banking , credit cards , investment banking , wealth management and investment management services . With over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs over 144,000 people. Barclays moves, lends, invests and protects money for over 48 million customers and clients worldwide.
For further information about Barclays Wealth, please visit our website www.barclayswealth.com .
It is the policy of Barclays Capital to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.
Experienced Private Equity (PE) private placement professional to manage sales management process and drive private equity commitments from the institutional and ultra high net worth investor base.
Develop detailed sales plan and strategy tailored to each private equity fund offering
General education on the benefits of private equity in a client portfolio
Reflect a thorough understanding of the fund and how to position the offering from an investment standpoint
Positioning within an existing asset allocation (which may or may not already include PE)
Understanding of macro/micro investment themes
Connectivity to Firm Research themes and messaging
Reflect understanding of a clients existing holdings and investment philosophy and/or process
Covering institutional investors including pensions, endowments, universities, corporations and ultra net worth individuals
Manage the Private Equity sales process
Initial pitch and presentation
Investment committee presentations and investment process management
Client relationship management and administration
Be sufficiently well versed in the details of the fund to be able to handle all client inquiries
Extensive understanding of PE industry to include:
Investment strategies and structures
Regional and global trends
Prior experience in sales or relationship management
Prior experience soliciting financial products to institutions and UHNW clients
Understanding of Reg. D private placement rules and regulations
Proven sales leader and track record of success in Private Equity and alternative investments
Existing book of business (i.e., LP / investor relationships)
Enthusiastic and energetic
Knowledge of institutional investors and investment process
Barclays Investment Bank - 2 years ago
Barclays Bank is the flagship subsidiary of global financial group Barclays PLC. The bank is primarily active in the UK, where it has some...