What does an Investment Banking Analyst do?

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.

  • 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
  • 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

Average Years of Experience

0 - 1
2 - 4
5 - 7

Common Skill Sets

Degree IN Finance
Written Communication

Investment Banking Analyst Seniority Levels

Investment Banking Analyst
Portfolio Manager
14% made the transition
Equity Research Analyst
37% made the transition
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Investment Banking Analyst Salaries

Average Base Pay

$120,000 /yr
Same as national average
Not including cash compensation
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Median: $120K
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Glassdoor Estimated Salary

Investment Banking Analyst jobs

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