We would like you to prepare an analysis presentation on Barclays Investment Bank (i.e.Investment Banking, Global Markets and Research) following the general structure below:
The organisational structure including key business areas:
Clearly define the different divisions/products Barclays Investment Bank Offers. Be careful to delineate between Global Markets versus Investment Banking, etc
· Investment Bank
· Financial Advisory
· Capital Raising
· Financing
· Risk Management
· Products
· Mergers & Acquisitions
· Debt Capital Markets
· Equity Capital Markets
· Leveraged Finance
· Risk Solutions
· Global Markets (Mitigate Risk and Generate Portfolio Returns for Clients)
· Products/Offerings:
· BARX: Electronic trading platform
· Credit: Bonds, loans, credit derivatives, etc
· Equities: Cash, derivatives, prime services, etc
· Macro: Forex, interest rate products, rates, cu
encies, etc
· Prime Services: Prime
okerage
· Securitized Products: Asset-backed securities and loans, CLOs, etc (secondary markets)
· Cross-Asset Structured Solutions: Derivatives, strategic investments, etc
· Research
· Analysts’ research coverage providing insights to client to make informed investment decisions
· Research in:
· Equities (stocks)
· Credit
· Macro (rates, forex)
· Quantitative Portfolio
· Strategy: investments
· Data Science
· ESG (Environmental, Social, governance)
ANAYSIS/ COMPETITOR BENCHMARK:
· Where and how does it make money?
· Compare and discuss the different divisions as identified initially
· Review and pull available revenue data (Q1-Q4 of 2019 and 2020) for these different divisions
· Analyse key drivers of performance
· Benchmark each division of Barclays Investment Bank against identified competitors
· Bulge Bracket:
· Bank of America, Citi, Credit Suisse, Deutsche Bank, JP Morgan Chase, Goldman Sachs, Morgan Stanley, UBS (PLEASE PULL QUARTERLY DATA FOR ALL)
· Assess the performance of Barclays Investment Bank against competitors
· What are its strengths and weaknesses relative to competitors?
· What are potential avenues for growth and threats to its businesses? SWOT analysis relevant to 2021 macroenvironment
Your presentation should:
· Be researched in the public domain, using material such as Barclays’ websites, other relevant bank’s websites
· Data providers, such as Bloomberg and Reuters
· Media sources, such as WSJ, FT, Bloomberg, Financial News, Euromoney,
· Bank Analyst reports (where available)