Investment Banker Job Description

What is an Investment Banker?

As an Investment Banker you will use various type of financial models to evaluate companies and assist clients in raising capital. You will facilitate mergers and acquisitions (M&A) and develop recommendations for product offerings along with private equity transactions. You will perform due diligence research and analysis of financial transactions and create presentations for client portfolios.

You could be the ideal candidate if you have a bachelor's degree in finance or economics and are a Certified Financial Adviser with Series 7 and 66 licenses. A minimum of 3 years of experience as an investment banker or underwriter is necessary as is a knowledge of market trends and securities regulations and M&A.

Investment Banker Job Description Template

Job Overview

XYZ Inc. is a leading company in our industry in the region. We're proud of our 4.2 Glassdoor rating from our employees. We're now hiring a Investment Banker to help us keep growing. If you're excited to be part of a winning team, XYZ Inc. is a perfect place to get ahead. You'll be glad you applied to XYZ Inc.

Responsibilities for Investment Banker

  • Conduct research and due diligence investigations to understand the market
  • Develop strategies to discover potential investors
  • Analyze risk and offer financial advice
  • Facilitate M&A
  • Prepare reports, models and forecasts
  • Maintain the highest professional and ethical standards
  • Maintain licenses and certifications
  • Manage IPOs

Qualifications for Investment Banker

  • Bachelor's degree in finance, economics or related, required
  • Certified Financial Adviser certification, required
  • Series 7 and 66, required
  • 3+ years of experience as an investment banker or underwriter
  • Knowledge of market trends
  • Knowledge of securities regulations and M&A
  • Outstanding communication skills
  • Ability to work with tight deadlines
  • Experience with valuation, modeling and financial forecasting

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