Join Barclays as a Corporate Actions Investment Analyst, where you will play a key role in managing end‑to‑end processing of corporate actions and private‑equity events across our global client base. In this role, you will oversee daily activities, coordinate information flows, and ensure accurate and timely execution of events ranging from general meetings and voluntary actions to complex private‑equity capital calls and distributions. You will act as a subject‑matter expert, supporting process improvements, testing new functionalities, and maintaining strong communication with bankers, custodians, shared‑service teams, and clients.

To be successful in this role, you should have experience with:

• Strong expertise in corporate actions, demonstrating experience in a similar role and confidence handling both standard and complex event types.

• Excellent communication and stakeholder‑management skills, enabling you to coordinate effectively across internal and external partners.

• The ability to work independently and collaboratively, ensuring smooth processing while contributing positively to team delivery.

• High attention to detail and a proactive approach to problem‑solving, supporting accurate event setup, reconciliation, and issue resolution.

• Fluency in English, allowing you to manage communication and documentation to a high standard.

Some other highly valued skills may include:

• Working knowledge of Avaloq, which would support efficient processing and system navigation.

• Experience with reconciliation workflows, helping you manage cash and securities differences effectively.

• Familiarity with private‑equity event processing, including capital calls, distributions, and fund‑related corporate actions.

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

This role is based in Geneva.

Purpose of the role

To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.

Accountabilities

• Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
• Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
• Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
• Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
• Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
• Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.

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.