Investment Banker Job Description
Investment Banker Duties & Responsibilities
To write an effective investment banker job description, begin by listing detailed duties, responsibilities and expectations. We have included investment banker job description templates that you can modify and use.
Sample responsibilities for this position include:
Investment Banker Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Investment Banker
Typically a job would require a certain level of education.
Employers hiring for the investment banker job most commonly would prefer for their future employee to have a relevant degree such as University and Bachelor's Degree in Finance, Business/Administration, Economics, MBA, Accounting, Education, Law, Business, Finance/Accounting, Mathematics
Skills for Investment Banker
Desired skills for investment banker include:
Desired experience for investment banker includes:
Investment Banker Examples
Investment Banker Job Description
- Make presentations to management and boards of prospective clients at state and national association meetings and conventions
- Attend association meetings, trade shows, and conventions
- Read and evaluate financial statements
- Understand, analyze, and communicate hospital and senior living operations issues
- Produce and/or supervise credit analysis and the compilation of credit enhancement and rating agency packages
- Compile necessary information for HUD, FNMA and USDA applications for mortgage insurance
- Assemble credit information into a concise, thorough narrative report
- Produce high quality, accurate and insightful work while meeting short deadlines
- Able and willing to work long hours, including some weekends as necessary
- Willing to travel approximately 50% of the average work week
- Strives for accuracy, precision, and efficiency
- Displays initiative and strong sense of personal motivation responsibility
- Originate and execute capital raising and advisory transactions with issuers
- Build pipeline of transactions involving debt raises for all Fixed Income asset classes
- Develop and manage relationships with issuers
- Coordinate with Fixed Income team to provide unified coverage of all of Piper Jaffray's abilities to clients
Investment Banker Job Description
- Create unique sector specific messaging and a suite of enablement materials
- Uncover new opportunities to unlock content, analytical and software assets from across the wider organization for client benefit
- Support Senior Corporate Investment Banker through generating analytics for pitch books and other related sales material
- Help to analyze trends and the key terms of capital markets products, and learn how to make capital structure recommendations
- Develop relationships with internal sources
- Work in concert with underwriting, trading and potential sales distribution efforts
- Assist Senior Bankers with tracking and analyzing other institutional products
- Originate and generate new business developments for new and existing global clients with cross border opportunities
- Joint coverage as an Industry RM with regional relationship teams in terms of value adding and risk management on existing and new clientele
- Use your business knowledge to identify, define and analyse business requirements
- 5 + years of business and industry experience
- Banking origination experience
- In depth knowledge and mathematical skill-set of security structures and economics
- 3+ years of related product or solutions sales or marketing experience
- Software as a service and/or data management experience
- Series 79 required or to be obtained within 6 months of hire
Investment Banker Job Description
- Support the project manager with core project management tasks taking meeting minutes, maintaining Risk / Issues log, scheduling
- Execute change management tasks communications, stakeholder and user engagement, user adoption
- Prepare committee papers, briefings, reports and communication material for a range of audiences, including working groups and senior management
- Transaction execution, new business presentations and meetings, and other such duties, in the Power, Utilities & Infrastructure sector
- Support senior bankers on transaction execution and new business origination
- Oversee Associates and Analysts in development of client materials
- Focus on the financial institutions business with a specific focus on alternative asset managers
- Understand client needs and collaboratively work with product partners to provide treasury services, asset based financing, debt capital market, asset backed securities products, foreign exchange and derivative products, referrals for fund administration and investor services
- Full Life-Cycle recruiting of Clinical, Scientific, and Pharmaceutical professionals
- Establishing, building and maintaining relationships with both clients and candidates
- Be able to perform advanced clerical duties, including file management and maintenance of documents, including saving, recording and tracking updates
- Experience working as an integral team player with experienced finance professionals/experts
- Possess advanced organizational skills
- Be willing to work for/and take direction from all senior staff, including mostly senior operational administrators
- Multi-task at a masterful level
- Be detail oriented and take responsibility for accuracy of own work product
Investment Banker Job Description
- Manage select relationships with corporate and sector-focused financial sponsor customers providing value-added advice, ideas and financial solutions
- Collaborate on a global basis for covered clients and support international clients (particularly Japanese clients) who are focused on the Americas
- Accumulate a track record of deals in order to strengthen the U.S. and cross-border business and enhance SMFG’s presence in the U.S. and global capital markets businesses
- Develop clients relationship with and market total business solutions to TMT clients in Japan
- Identify and develop new business opportunities with existing TMT clients under coverage
- Identify and explore new business opportunities with TMT new clients
- Follow up and coordinate all deals and requests from clients and coordinate with the Corporate Financial Group, execution and other internal teams, external professional consultants
- As circumstances may require, lead and/or participate in execution meetings with support of execution/product teams
- Perform all key functions in managing engagements and client relationships
- Provide direction and assignment of tasks to colleagues and communicate with clients throughout the transaction process
- Have advanced computer skills and typing skills
- Have good communication skills, both in writing and on the phone
- Have a strong interest in learning the municipal finance business
- Ability to learn fast and retain information
- Independent thinker with strong ability to problem solve
- Strong analytical, financial, and analytical skills
Investment Banker Job Description
- Provide quality control of client deliverables and lead the presentation of deliverables
- Perform detailed analysis and synthesize actionable insights from data sets and unstructured information sources
- Effectively communicate with team members on engagement status updates
- Actively participate in developing client relationships and other business development functions
- Draft marketing materials, such as blogs, industry reports, and other relevant industry trend articles
- Organizing, reviewing and analyzing due diligence processes and materials
- Developing valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions)
- Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials
- Compiling prospective acquirer lists and contacting acquirers
- Performing key steps in the sale execution process
- Knowledge on credit analytics, credit account and transactional management
- Ability to speak Mandarin is a pre-requisite
- 1-2 years previous Public Finance experience preferred
- High level of proficiency with Microsoft Excel & Power Point Preferred Qualifications
- Experience with DBC Finance software is a plus
- A seasoned senior banker with extensive China client coverage