Director, Private Equity Funds Placement
Barclays Capital - New York, NY

This job posting is no longer available on Barclays Investment Bank. Find similar jobs: Director jobs - Barclays Capital jobs

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 .

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.
Main Function
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.
Main Duties

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 client’s existing holdings and investment philosophy and/or process

Covering institutional investors including pensions, endowments, universities, corporations and ultra net worth individuals
Client prospecting
Manage the Private Equity sales process

Opportunity identification
Initial pitch and presentation
Investment committee presentations and investment process management
Investor education

Client relationship management and administration

Client onboarding
Be sufficiently well versed in the details of the fund to be able to handle all client inquiries

  • LI
Person Requirements

Basic Qualifications:
Extensive understanding of PE industry to include:
Investment terms
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

Preferred Qualifications:
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 - save job
About this company
181 reviews
Barclays Bank is the flagship subsidiary of global financial group Barclays PLC. The bank is primarily active in the UK, where it has some...