Investment Banking Job Description

Investment Banking Job Description

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Investment banking provides complete offerings for specialized and complex lending situations that analyze financial data, assess industry and accounting issues, and evaluate loan structure to determine the creditworthiness and financial condition of clients.

Investment Banking Duties & Responsibilities

To write an effective investment banking job description, begin by listing detailed duties, responsibilities and expectations. We have included investment banking job description templates that you can modify and use.

Sample responsibilities for this position include:

Revenue booking and accounting management for Advisory
Management reporting for Investment Banking Division including weekly, Monthly & Quarterly revenue/expense reporting budgeting and forecasting of revenues and direct expenses
Creation of market and business analyses in the context of M&A transactions
Database and market research
Manage all aspects of transaction execution
Manage client relationships and be viewed as a trusted client advisor
Allocate resources and junior personnel to projects and transactions
Target areas for junior staff development
Start to develop focused knowledge within the financial services and banking sectors
Participate in firm wide initiatives such as recruiting

Investment Banking Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Investment Banking

List any licenses or certifications required by the position: CPA, CFA, AML, CISA, CIA, MBA, CMFAS, III, SOX, II

Education for Investment Banking

Typically a job would require a certain level of education.

Employers hiring for the investment banking job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, Business/Administration, Business, MBA, Education, Engineering, Law, Mathematics

Skills for Investment Banking

Desired skills for investment banking include:

Basic accounting and financial concepts
Market
Investment banking
Financial products
Relevant industry sectors and the Firm's product and service offerings
Corporate finance
Ability to analyze and value businesses
Industry sector
Thomson Financial
Accounting

Desired experience for investment banking includes:

Keep up to date with office procedures and technical training all policy guidelines and compliance requirements
Teamwork and mentoring
Begin basic client calling efforts
Product Knowledge - Strong transaction skills, with demonstrated ability to pitch and execute the firm’s array of products (M&A, public equity, private placements, private equity, convertibles)
Solid analytical skills – uses logic and reasoning to identify complex problems
Completed junior year of a BA/BS degree with a scheduled graduation of December 2015 or May 2016

Investment Banking Examples

1

Investment Banking Job Description

Job Description Example
Our innovative and growing company is hiring for an investment banking. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment banking
  • Support institutional client requests
  • Provides input to equity offerings, valuations, private placements, mergers and acquisitions advisories
  • Collaborates with Senior Bankers to develop client presentations
  • Monthly B/S reconciliation
  • Supporting the team in the preparation of pitch materials, info memos, buyer lists and data rooms
  • Preparing company valuations, using a variety of valuation methods
  • Responsible of the preparation of marketing materials, presentations and documents (pitch books, fact sheets, confidentiality agreements, engagement letters, information memoranda, process letters, data rooms, offering documents, ) with the support of two junior bankers
  • The Vice President will actively participate in the origination of a number of financing solutions, including complex financial analysis and modeling, the supervision, guidance and training of Analyst bankers, and interaction with other product areas
  • Identify and evaluate acquisition opportunities for the Metals and Minerals Division
  • Support mergers & acquisitions projects from initial approach through integration planning
Qualifications for investment banking
  • Currently enrolled in an accreditated undergraduate or graduate degree program
  • Ability to work with different teams
  • Experience in an HRIS and HRMI environment
  • Must have an organisational approach
  • Be able to interpret data and present it as significant information
  • Experience using Excel is essential
2

Investment Banking Job Description

Job Description Example
Our growing company is looking to fill the role of investment banking. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment banking
  • Co-ordinate with Global Investment Banking team members based in Beijing for Chinese client related activities
  • Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities
  • Research and analyze clients’ financial situations, industry and market data, debt financing and merger and acquisition opportunities
  • Work closely with counterparties to investigate and help resolve discrepancies from confirmations matching process
  • Check/Match incoming legal confirmations from clients against Bank’s bookings
  • Liaise directly with external clients and Front Office
  • Liaise with Credit/Legal teams on documentation related issues, and drafting of confirmation templates
  • Liaising both internally and externally via email and telephone with other PA's
  • Organising client events, managing guest lists and keeping invitees and if appropriate Global Marketing up to date
  • Identifying and evaluating the design of controls to address those risks
Qualifications for investment banking
  • Knowledge of all applicable bank products and services
  • An ability to work in an international setting with our colleagues in the US, UK and China
  • Advanced Microsoft Office skills (especially in Excel and Power Point)
  • Strong communication skills with fluency in both German and English
  • A strong work ethic and a capacity for teamwork
  • Experience in development of java based transaction processing in banking
3

Investment Banking Job Description

Job Description Example
Our company is searching for experienced candidates for the position of investment banking. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment banking
  • Support creation of client presentations
  • Assisting in the preparation of client presentations and deal documents
  • Participate in internal and external meetings
  • Produce industry and company-specific research
  • Maintain and update various infrastructure and databases
  • Provides various analytical and data driven components for the development of M&A transactions
  • Research activities include pursuing industries and/or companies to be used for prospective buyer’s lists, industry overviews, general knowledge, buying trends, and practice development
  • Development and manipulation of financial models and/or valuations for financing, structure, cash flow feasibility
  • Writing assigned sections of selling document to include descriptive paragraphs detailing very specific attributes and pertinent information about the company
  • Additional written communication responsibilities may include some involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagements letters, proposals and management presentations
Qualifications for investment banking
  • Ability to understand and critique specifications, confident to push back on unclear requirements
  • The candidate should have very strong experience (at least 4 years) of development in the Unix environment
  • The candidate should have good understanding of OO and n-tier development techniques
  • Help manage the events admin and logistics for campus events
  • Attend various campus events as and when required
  • Providing full admin support for interview days
4

Investment Banking Job Description

Job Description Example
Our company is growing rapidly and is looking for an investment banking. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment banking
  • Become an expert in strategic advice on optimizing capital structure, analysis of capital market alternatives and available sources of finance, and execution of multi-faceted balance sheet restructurings and financing plans
  • Render a judgement regarding the fairness from a financial point of view of the consideration to be received by a stockholder, relative to industry and market conditions, in a corporate transaction
  • Security Master Specialist uses various international vendor sources to obtain and validate product related information in order to provide the best and most accurate data for our clients
  • The main aim of as quoted above in the assignment statement is to bring together all this product related information in the best and most efficient manner so that we can meet the expectations and provide the best resolutions for our client’s needs
  • The SM systems can be broken down into data storage and distribution systems, trading systems, bookkeeping systems, settlement systems, transaction reporting systems and transaction processing systems
  • It is important that the SM specialist knows how to navigate around these systems, critical fields, the interdependencies of each system on each other, data and trade flows between the systems and general trouble-shooting
  • By having a high level of knowledge of how these systems work then we can provide a better more timely service to our clients
  • Telephone coverage and receiving/reviewing/routing incoming email and mail
  • Maintain several group and personal calendars and contact databases
  • Set up internal/external conference calls, meetings and events
Qualifications for investment banking
  • Facilitating the on boarding process for graduate and internship hires
  • Performing various control related functions such as SOX, self-audits, periodic reconciliation, production & reconciliation of management reporting
  • Contribute heavily with the oversight of an offshore processing team, understanding their processes and the financial events generated
  • You are fully bilingual (French & English)
  • Undergraduate degree in Commerce or a related field with an outstanding academic record
  • Strong quantitative, financial modeling and technical abilities
5

Investment Banking Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of investment banking. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment banking
  • Prepare expense reports, track outstanding reimbursements, audit reimbursements when received, and file accordingly
  • Prepare New Project Code Forms and Client Invoices
  • Coordinate quarterly and targeted mass mailings
  • Provide backup support to whole team and out of town guests when needed
  • Conduct internet and library research on existing and prospective companies (PIBs)
  • Provide support in printing and binding pitches
  • Enter and maintain RDocs recipients
  • Participate in other projects as requested by bankers
  • Responsible for recruiting, training and developing, team building, staffing and managing the support functions for the department, including administrative assistants, executive assistants and marketing and project coordinators
  • Schedule and book business travel through travel provider
Qualifications for investment banking
  • Strong audit skills and knowledge
  • Degree holder in Finance, Accounting or related discipline
  • Have a combination of strong financial/analytical skills, excellent communication abilities and be adept at financial modeling and valuation
  • CFA designation considered an asset
  • Prior investment banking analyst experience or CA designation considered a strong asset
  • 2+ years of experience in an Investment Banking environment

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