Investment Banker Job Description

Use this Investment Banker job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Investment Banker

Investment Banker responsibilities

  • Issuing and selling securities to raise capital
  • Conducting research and valuations to execute finance deals
  • Assessing and suggesting investment opportunities

Investment Banker Job Description Template

Job Brief

We are looking for an Investment Banker to valuate companies and assist clients in raising capital. You’ll be responsible for effective underwriting, as well as analyzing and closing finance deals.

Quantitative skills and sound judgement are critical. You should also be familiar with underwriting procedures and regulations. If you’re also an excellent communicator and enjoy working in a dynamic environment, we’d like to meet you.


  • Conduct strategic research and due diligence investigations
  • Issue debt and sell equity to raise capital
  • Manage IPOs and private equity placements
  • Discover and close potential investors
  • Facilitate mergers and acquisitions
  • Assist with corporate restructuring
  • Analyze risk and offer financial advice
  • Prepare reports, models and forecasts


  • Proven experience as an Investment Banker or Underwriter
  • Experience with valuation, modeling and forecasting
  • Knowledge of regulations covering securities and M&As
  • Solid grasp of current market developments
  • Strong analytical and quantitative skills
  • Ability to work under pressure
  • Outstanding communication ability (written and oral)
  • Strong work ethic and professionalism
  • Valid license (e.g. Series 7 & 66); professional certification (e.g. CFA) is an asset
  • BSc/BA in finance, business administration or similar field; graduate degree is a plus

Investment Banker Job Description Examples

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America’s local non-profit, public sector and governmental institutions are critical components to the health of the economy, providing the baseline infrastructure structure that allows a dynamic private sector to thrive. For decades, Citi’s Municipal Banking team has been the dominant firm, providing investment banking and capital solutions services to state and local issuers. While politician...

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Investment Banking Associate • Selby Jennings

The Investment Banking Associate will be responsible for...• Assisting in the execution of M&A transactions, such as financial modeling, valuation, comparable and relative value analyses.• Preparing and delivering presentations throughout the deal execution period...• Conducting extensive industry, market and company-specific research.• Mentoring, training and supervising analyst level bank...

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Private Investment Banker/Business Developer • Burnetts Staffing Inc

Now hiring a Private Investment Banker/Business Developer. Are you a high-level banker who can manage money, oversee financial activities for high net-worth developing acquisitions and capital injections Do you have experience with capital raises for clients while developing relationships with them If you are and well versed in various industries, then our client in Dallas, TX is looking for......

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Investment Banking Analyst • Wellesley Hills Financial LLC

Company Description:

Wellesley Hills Financial is a boutique investment bank specializing in software and financial technologies. Based in Newton, Massachusetts. The firm provides buy-side and sell-side representation services for capital raise and M&A transactions, as well as valuation and consulting services. The management team is a close-knit group of experienced bankers who prioritize... ...

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