Investment Banking Analyst Job Description

Investment Banking Analyst Job Description

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Investment banking analyst provides business support to the Corporate Controller (primarily), the Corporate Finance Vice President, and other Corporate Accounting and Finance teams (both secondarily).

Investment Banking Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Performing financial analysis
Managing due diligence
Preparing offering materials
Participating in client/pitch meetings
Working on potential pitch opportunities to source new transactions
Developing transaction marketing materials (PPM, management presentations, etc) in conjunction with the industry coverage bankers
Maintaining and developing new investor relationships
Executing the capital raising process, including calling institutional investors, and managing a roadshow and full due diligence process
Analyzing investor proposals and providing guidance to clients on structure, terms and pricing
Serving as a reliable point of contact both internally and externally on the private capital product suite

Investment Banking Analyst Qualifications

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

Licensing or Certifications for Investment Banking Analyst

List any licenses or certifications required by the position: CFA, CPA, III, SOX, II, CACS

Education for Investment Banking Analyst

Typically a job would require a certain level of education.

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

Skills for Investment Banking Analyst

Desired skills for investment banking analyst include:

Thomson Financial
Capital IQ
Relevant information resources: Bloomberg
PowerPoint
Tools
Word
Accounting
Excel
Corporate finance
Corporate finance and accounting

Desired experience for investment banking analyst includes:

Business major
Applications should include a cover letter and a resume
Control the Management Information, ensuring it is accurate and delivered on time
Collating data from internal and external sources from various HR databases
Analyse data from bespoke reports
Building and maintaining reports as the business requires

Investment Banking Analyst Examples

1

Investment Banking Analyst Job Description

Job Description Example
Our company is hiring for an investment banking analyst. 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 banking analyst
  • Obtain increased levels of responsibility
  • Leading the team to ensure successful execution of operational functions
  • Anticipating and planning for customer needs
  • Working collaboratively with other departments or divisions to ensure business issues are resolved for organizational success
  • Participating on and/or leading project teams
  • Partnering with Front Office, Client Service and other COO teams on new initiatives
  • Ensuring compliance with operational, regulatory, and internal risk policies and controls
  • Continuously improving team processes
  • Partner with Department Leader to research the U.S. automobile industry and assist with creating new business
  • Develop and implement a trading, marketing, and business development program for the Metals and Minerals Division
Qualifications for investment banking analyst
  • Partnering with internal teams to ensure the business strategy is carried out
  • Interacting with various HR groups and HR stakeholders
  • SME for the organisational design specialists
  • Working with senior teams to ensure the strategy is achieved within required timescales
  • Strong HRMI experience
  • Self motivated individual who can work in a fast paced environment
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Investment Banking Analyst Job Description

Job Description Example
Our company is looking to fill the role of investment banking analyst. 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 analyst
  • Perform valuation of targeted companies, financial forecasts and analyses, transaction structuring and other business analyses as requested
  • Assist with acquisition due diligence through tracking of diligence requests, coordination of diligence conference calls, and any other correspondence
  • Develop and present business plans and solutions to concerns raised during the due diligence review process
  • Provide timely and accurate post-acquisition analysis of business units’ performance and expectations to senior management, identifying key risks and opportunities
  • Understand and stay current on industry trends and competitive landscape through related conferences and networking events
  • Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, taking responsibility for managing standard processes such as preparing deal documentation
  • Draft transaction correspondence, manage deal processes and assemble marketing materials for senior bankers
  • Assistance with the preparation of all elements of client presentations
  • Assistance with preparation of all internal market information dissemination materials including periodic and ad hoc updates on market and client activity
  • Assistance with various internal projects to support the investigation and development/enhancement of new business initiatives
Qualifications for investment banking analyst
  • Contribute in the creation of pitches to clients
  • Experience with TMT products (IDC, Gartner, Screen Digest ) preferred
  • Functional Expertise - Keeps up-to-date with emerging business, economic, and market trends (a history of industry or sector expertise a plus)
  • Demonstrated strong capability with quantitative and analytical concepts
  • Ideally you will have some prior FIG sector experience (not essential)
  • Assistance with the execution of new issue transactions including the development of internal memoranda, liaising/presenting to internal committees and working with external transaction partners (ie
3

Investment Banking Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of investment banking analyst. 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 analyst
  • Provide sales and trading services, underwriting of equity and debt capital, research, and strategic advisory services for leading corporations, institutions and governments throughout North America and around the world
  • Participating in developing financial analysis, client presentations and offering memoranda
  • Maintaining the firms proprietary and non-proprietary resources
  • Interacting with Senior Personnel at the bank and clients
  • Work in close co-operation with other global sector and product teams as required, most notably those in North America, Europe and Australia
  • Be prepared for international travel, as required
  • Assist in constructing and maintaining various financial models
  • Value private and public companies
  • Prepare client presentations based upon the above
  • Assist with client negotiations and credit documentation
Qualifications for investment banking analyst
  • A minimum of one year of business or finance experience, ideally investment banking
  • Strong written and verbal communication skills, including the ability to present to Scotia Capital’s clients, both in a team presentation and ultimately on a solo basis
  • The ability to manage multiple tasks simultaneously while maintaining a high standard of work
  • Demonstrate the ability to quickly adapt to new situations
  • Willingness to work hard, including extended hours and weekend work, with an unwavering commitment to quality
  • Must have performed a similar role within an investment banking environment
4

Investment Banking Analyst Job Description

Job Description Example
Our growing company is hiring for an investment banking analyst. 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 analyst
  • Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation
  • Develop your skills through broad exposure to both junior and senior bankers
  • Liaise with IBD Bankers, Industry CFOs, Business Unit Leaders and Business Unit Managers to determine the correct disposition of balances
  • Review advisory related transactions at all stages in the lifecycle to determine recoverability of transaction costs
  • Prepare Client and Co-Managed Invoices and Expense Runs
  • Follow up on Aged Receivables
  • Work closely with Controllers to ensure fees are accurately reflected on the firm’s books and records
  • Reconcile breaks in the firm’s syndicate sub ledger and general ledger, breaks within IBD system flows
  • Monitor the opening and closing of both IBD and non-IBD syndicate accounts
  • Post month end IBD receivable balances and reserves to the general ledger
Qualifications for investment banking analyst
  • Experience of managing a small team or mentoring would be advantageous, though not essential
  • Basic technical skills for extracting and analysis data, SQL and XML, beneficial
  • Transaction implementation and support
  • Support in marketing and origination
  • Company and industrial research
  • Support the existing team
5

Investment Banking Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of investment banking analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment banking analyst
  • Ensure plans are properly executed by working with cross-functional partners in Accounting, Recruiting, People, and Operations
  • Conducting Due Diligence - Assess information required to perform all pertinent analyses and to compose transaction-related documents
  • Conduct Research - Research current and prospective client companies, comparable companies and transactions, and industries
  • Prepare materials and presentations to clients with respect to the raising of capital from the public and private capital markets, merger and acquisition opportunities and other capital markets topics
  • Complete detailed financial modeling and valuation analysis
  • Perform extensive industry research and analysis
  • Given Cantor Fitzgerald’s entrepreneurial environment, the firm expects Analysts to assume increasing levels of responsibility
  • Preparing client presentations and materials for senior bankers
  • Play a key role supporting origination, evaluating opportunities and executing deals, working on a broad scope of assignments and products across multiple sectors
  • Serve as a key resource working closely with Associates, VP’s and RMs to create client deliverables and meet ad-hoc client requests
Qualifications for investment banking analyst
  • 2-3yrs experience in investment banking or corporate advisory
  • Prior completion of Finance related coursework
  • Strong interest in finance and investment banking
  • The analyst works closely with senior members of the team in support of its origination and execution activities
  • Minimum 1-2 years experience in an Investment Banking/Big 4 environment
  • Undergraduate degree in Business Administration or Commerce undergraduate degree with a finance focus

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