Investment Banker Job Description Template

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 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

What does Investment Banker do?

On a day-to-day basis, an investment banker typically performs a range of activities, including:

  1. Research and Analysis: Conducting extensive research and analysis of financial markets, industries, and companies to identify potential investment opportunities and market trends.

  2. Building Relationships: Interacting with clients to understand their investment goals, providing financial advice, and building relationships with institutional investors, fund managers, and corporate clients.

  3. Financial Modeling: Creating and maintaining complex financial models to evaluate investment opportunities, conduct valuations, and forecast financial performance.

  4. Due Diligence: Conducting due diligence on potential investment opportunities, including analyzing financial statements, industry trends, and conducting background checks on companies.

  5. Pitching and Presenting: Preparing pitch books and presentations to showcase potential investment opportunities to clients, including detailed financial analysis and investment recommendations.

  6. Deal Execution: Assisting in the negotiation and structuring of corporate finance transactions, such as mergers and acquisitions, initial public offerings (IPOs), debt and equity offerings, and other capital-raising activities.

  7. Networking: Participating in client meetings, industry conferences, and networking events to generate business leads, maintain client relationships, and stay updated on market trends.

  8. Regulatory Compliance: Ensuring compliance with various regulatory requirements, such as Securities and Exchange Commission (SEC) regulations, industry guidelines, and internal policies.

  9. Team Collaboration: Collaborating with colleagues in different departments, such as corporate finance, sales and trading, compliance, and legal, to coordinate and execute client transactions.

  10. Continuous Learning: Keeping abreast of the latest developments in financial markets, regulations, and investment strategies through ongoing professional development, industry publications, and attending training sessions.

Investment Banker Job Description Examples

Municipal Banking: Generalist, Quantitative Or Housing Analyst / Avp• Citi

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 Analyst• Hoxton Circle

Our team is partnering with a boutique merchant bank that’s looking for an entrepreneurial Analyst who’s ready to leave the bulge bracket environment and pivot into a smaller, more progressive firm. In this newly-created role you’ll work closely with senior bankers on a wide variety of advisory and investing assignments, analyze and evaluate a broad range of M&A and private equity co-investment...

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Analyst - Capstone Investment Banking• Huntington National Bank


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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