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Strategic Transaction Execution (STG) Analyst - US Execution

Salary undisclosed

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As a Barclays Strategic Transaction Execution (STG) Analyst - US Execution, you will assist in the execution of complex transactions (including, but not limited to, renewables tax equity financing) that serve to achieve the effective tax rate and capital management goals of the team. You will be involved with world-class execution and transaction-management capabilities in support of appropriate tax and associated capital management for the Barclays group in the US and the UK.

To be successful as a Strategic Transaction Execution (STG) Analyst - US Execution, you should have experience with:


  • Working on all aspects of structured transactions from early stage/ inception through to full development, approvals and execution
  • Modeling the economic benefits of proposed transactions
  • Mapping out cash flows and projected financial statements for entities involved in proposed transactions; developing financing models
  • Reviewing and researching all aspects of proposed transactions with regard to commercial, economic, accounting, tax and regulatory considerations
  • Evaluating international regulatory frameworks, tax law and accounting standards to develop project proposals
  • Collaborating with internal and external counsel to draft contractual documents and board materials
  • US Series 7 and 63 registrations under FINRA required (you are not required to have existing registrations, but registrations will need to be obtained)


Some other highly valued skills may include:

  • Excellent problem solving, quantitative and modelling skills
  • Excellent communication skills with demonstrable ability to articulate complex and inter-connected concepts clearly
  • An understanding of the components, economics and application of various financial instruments
  • Time management and capability to work independently with tight deadlines and an understanding of the components, economics and application of various financial instruments


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 located in New York

This role is a FINRA regulated role. SIE, SERIES 7 AND SERIES 63

Minimum Salary: $88,750

Maximum Salary: $125,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available.

Purpose of the role

To structure, execute and manage complex transactions and other initiatives to be implemented on behalf of Barclays as principal that provide material tax and/or capital benefits to the organisation.

Accountabilities
  • Identification of new, strategic opportunities for the organisation which would make material contributions to profit after tax (/ returns) and capital.
  • Conception of complex transactions / solutions which are capable of being implemented to capture the potential PAT/capital benefits from strategic opportunities that have been identified.
  • Development, implementation and ongoing management of all aspects (including robust controls) of the transactions and/or initiatives that the strategic transactions group is responsible for implementing.
  • Engagement with counterparties to our transactions, as well as external counsel (principally corporate law and tax law), external accountancy firms (principally in relation to tax).
  • Development and maintenance of deal models that set out the detailed terms of complex financial instruments, cash flows, accounting, tax and economic benefits associated with a transaction over its life cycle.
  • Engagement with senior stakeholders across the organisation and taking transactions through a comprehensive set of governance (e.g. tax approvals, transaction approvals, board approvals, Exco approvals, business level approvals, product level approvals).
  • Development, review and execution of a comprehensive suite of transaction documentation, in conjunction with external counsel.


Analyst Expectations
  • To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
  • Requires in-depth technical knowledge and experience in their assigned area of expertise
  • Thorough understanding of the underlying principles and concepts within the area of expertise
  • They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
  • 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 develop technical expertise in work area, acting as an advisor where appropriate.
  • Will have an impact on the work of related teams within the area.
  • Partner with other functions and business areas.
  • Takes responsibility for end results of a team's operational processing and activities.
  • Escalate breaches of policies / procedure appropriately.
  • Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
  • Advise and influence decision making within own area of expertise.
  • Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
  • Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
  • Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
  • Make evaluative judgements based on the analysis of factual information, paying attention to detail.
  • Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
  • Guide and persuade team members and communicate complex / sensitive information.
  • Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.


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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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