Investment Banker Job Description

Investment Banker Job Description

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Investment banker provides high quality regulatory compliance advice to all business units, especially in the investment banking (sales & trading, and corporate finance), corporate banking and trade finance.

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:

Target potential equity issuers and new equity capital raising opportunities by corporate clients
Target potential equity issuers and new equity capital raising by corporate clients
Analyze data around opportunities to expand and deepen relationships across Investment Banking book of business for penetration and commercial upside
Drive sector specific strategies/messages that differentiate our Investment Banking solutions from our competitors and are compelling to prospects and clients
Identify multiple avenues for market development of our Investment Banking solutions, including marketing channels, speaking engagements, partnerships in the marketplace
Analytical, due diligence and transactional support on buyside and sellside M&A, equity and debt capital markets, and leveraged finance transactions
An enthusiastic supporter and advocate of junior banker development
Attend and present at Analyst and Associate recruiting functions
Coordinate and participate in “selling” efforts
Develop new and enhance existing relationships with bankers

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:

Finance and accounting
Investment banking products
With emphasis on M&A execution experience
With an emphasis on M&A execution experience
Finance and capital markets to understand and meet client needs
Equity and leveraged finance and ability to develop and present strategic alternatives to clients
Ability to develop dialogues and present ideas to clients
Equity
Investment banking
Leveraged Finance products

Desired experience for investment banker includes:

Bachelor’s degree and MBA, MA or MS or equivalent with emphasis in finance/accounting
Extensive corporate finance product knowledge including credit, capital markets and derivatives other financial products and services
Oversee new ratings mandates, revenue opportunities and dialog across the fixed income capital markets
Work closely with Corporate Finance analytical teams to prioritize and execute on outreach activities
Receive guidance from senior analytical representatives on calling strategy
Pursue opportunities in Direct Lending

Investment Banker Examples

1

Investment Banker Job Description

Job Description Example
Our growing company is hiring for an investment banker. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment banker
  • 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
Qualifications for investment banker
  • 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
2

Investment Banker Job Description

Job Description Example
Our company is searching for experienced candidates for the position of investment banker. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment banker
  • 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
Qualifications for investment banker
  • 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
3

Investment Banker Job Description

Job Description Example
Our growing company is looking to fill the role of investment banker. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment banker
  • 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
Qualifications for investment banker
  • 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
4

Investment Banker Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of investment banker. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment banker
  • 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
Qualifications for investment banker
  • 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
5

Investment Banker Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of investment banker. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment banker
  • 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
Qualifications for investment banker
  • 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

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