Investment Banker Job Description

Use this Investment Banker job description template to advertise the open roles for free using Longlist.io. 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.

Responsibilities

  • 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

Requirements

  • 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

Analyst - Capstone Investment Banking • Huntington National Bank

Description

For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate... restruct...

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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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Investment Banking Summer Analyst – Corporate Finance, Boston or... • Citizens Bank

Description

Citizens Bank is seeking Investment Banking Summer Analysts to join the Capital Markets & Advisory team (“CM&A”). Through a 10-week internship program, Summer Analysts will work closely with the team’s junior and senior professionals preparing, analyzing, and executing banking related transactions, primarily within the U.S. middle market...

Our internship program is the primary me...

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Investment Banking Summer Analyst – M&A, Cleveland • Citizens Bank

Description

Citizens Bank is seeking Investment Banking Summer Analysts to join the Capital Markets & Advisory team (“CM&A”). Through a 10-week internship program, Summer Analysts will work closely with the team’s junior and senior professionals preparing, analyzing, and executing banking related transactions, primarily within the U.S. middle market...

Our internship program is the primary me...

Read more