Investment Banking Associate Job Description

Investment Banking Associate Job Description

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Investment banking associate provides education on existing and developing investment accounting/reporting regulations to appropriate key stakeholders and investment accounting team members.

Investment Banking Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Daily financial management of Investment Banking revenue pipeline and coordination with Group heads, accounting, middle office team to close the books
Market and execute transactions with clients in M&A, and other relevant Investment Banking products
Conduct market share competitive analysis of industry sectors, markets and products and other ad-hoc analytics
Analyze missed deals in the market to better understand our opportunities
Prepare management level Operating Committee presentations for the head of U.S. Capital Markets
Conduct strategic analysis from market share to ongoing headcount management and analytics
Providing general support to the investment banking group
Exhibits regarding all major companies in the targeted sub-sectors
Provide technical and analytical support to business development group
Model reversionary payouts, development drilling programs, net profits interests, joint venture partnerships, and be able to generate various output reports (detail and oneline reports)

Investment Banking Associate Qualifications

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

Licensing or Certifications for Investment Banking Associate

List any licenses or certifications required by the position: CPA, CMFAS, CFA, MS, MA, MBA

Education for Investment Banking Associate

Typically a job would require a certain level of education.

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

Skills for Investment Banking Associate

Desired skills for investment banking associate include:

Finance and accounting
Capital markets
Accounting
Investment banking products and applicable regulations
Investment banking
Financial products
Industry sector
Market
Thomson Financial
Accounting and financial modeling

Desired experience for investment banking associate includes:

Must have significant deal experience, comfortable taking charge of a deal
Committed to delivery of highest quality work product
Completed first year from a leading MBA program
Concentration in Finance
Previous background in financial services and/or experience as an Analyst
Industrials experience is preferred but not mandatory

Investment Banking Associate Examples

1

Investment Banking Associate Job Description

Job Description Example
Our growing company is hiring for an investment banking associate. 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 associate
  • Play an integral role on investment banking teams
  • Daily sign off on P&L
  • Perform Ad-hoc analysis for internal meetings and coordination across multiple groups including finance, HR and compliance
  • Management and administration of call reporting tool, measure track banker productivity
  • Assist other team members in various ad hoc projects
  • You will assist in the marketing and execution of M&A, equity and financing transactions
  • Work within France GIB team and in close co-operation with global sector and products teams
  • Assist in the development of relationships with, and generate revenue from, corporates and private equity clients operating / investing in France
  • Proactively identify operational risks or control deficiencies in the business
  • Financing transactions (primarily equity other financial instruments)
Qualifications for investment banking associate
  • Must be proficient with Outlook, Microsoft Office, Excel, Word, Power Point, Adobe Photoshop, Illustrator, Acrobat
  • Project management mind-set and approach
  • Ability to work in a fast past and high pressure environment
  • Comfort and confidence interacting with Senior Leaders and management
  • Extremely detail oriented and analytical
  • Demonstrated job commitment including a willingness to work, personal flexibility and adaptability in order to meet client requirements
2

Investment Banking Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of investment banking associate. 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 associate
  • Preparation of investment materials, management presentations, pitch materials, general client meeting materials
  • Assisting in / overseeing the preparation of client presentations and deal documents
  • Contributing ideas to internal and external meetings
  • Assisting in coordinating live transaction processes and work streams
  • Producing industry and company-specific research
  • Developing financial models, conducting research and analyzing data to assist team members to advise clients
  • Analytical, due diligence and transactional support with equity, debt, workout, Capital Structure Advisory, acquisition and new business opportunities
  • Co-ordinate with Beijing-based colleagues for Chinese client related activities
  • On-going mentoring and training of Analysts
  • Construct detailed models that help establish suitable capital structures, financial covenants, and sensitivity to key variables
Qualifications for investment banking associate
  • Prior experience in TMT desired but not essential
  • Sound analytical and financial modelling skills
  • Sound deal execution experience from pitch to close
  • Strong influencing skills with experience of providing guidance to and mentoring junior bankers in the same
  • Fluent written/spoken Mandarin and English is a must
  • Previous experience in Basic Materials is preferred
3

Investment Banking Associate Job Description

Job Description Example
Our company is growing rapidly and is looking for an investment banking associate. 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 associate
  • Performing competitor analysis and market research as needed
  • Coordinating with other areas of the firm, , Treasury Services and Corporate Banking, to leverage marketing opportunities for Investment Banking
  • Interact with clients and credit adjudicators
  • To assist in the marketing and execution of M&A, equity and financing transactions in the Infrastructure sector
  • To assist in the development of relationships with, and generate revenue from, corporates and private equity clients focused on the Infrastructure sector
  • Provide execution support for public equity offerings, mergers and acquisitions and other financial advisory services for clients across a number of sectors
  • Lead 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
  • Assist in annual budgeting and planning process
  • Review expenses and follow up with bankers and group heads
  • Help coordinate annual performance review process
Qualifications for investment banking associate
  • Deep knowledge of corporate finance, including mergers and acquisitions, and equity and debt capital raising transactions
  • Strong knowledge of power and utility industry in North America
  • Considered an asset to have completed Masters-level/MBA education
  • CFA or equivalent designation is an asset
  • Top class postgraduate degree or equivalent from leading universities
  • Bachelor’s Degree in coursework in accounting, finance, economics and/or real estate, and excellent academic credentials
4

Investment Banking Associate Job Description

Job Description Example
Our company is searching for experienced candidates for the position of investment banking associate. 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 associate
  • Assist with junior banker comp planning (Associate/Analyst)
  • Help lead, develop and administer Customer Relationship Management System for GIB (including Call Reporting, Automation of Pipeline revenue reporting and transparency for Group Heads)
  • Provide underwriting of equity and debt capital, and strategic advisory services for leading corporations, institutions and governments throughout North America and around the world
  • Design and develop tools to automate the creation and styling of pitchbook and deal execution documents
  • The role requires collaboration with the other technology teams, both from a development maintenance perspective
  • The candidate will work through the software development lifecycle on a range of projects mentioned above using various technologies including Java, C#, AngularJS, VSTO, WPF, SQL etc
  • Leading execution of both transactions and origination projects
  • Playing an important role in client relationships and coverage
  • Leading complex financial models and analysis, including valuations and merger consequences
  • Leading comprehensive and in-depth company and industry research in connection with strategic advisory work
Qualifications for investment banking associate
  • TMT sector experience would be an advantage
  • Banking / Business related knowledge
  • Japanese-English Bilingual a must
  • Previous experience with DCF Modeling
  • A general knowledge of and sensitivity to the current regulatory environment
  • 6 years of closely related work experience and/or 3 years of investment banking experience
5

Investment Banking Associate Job Description

Job Description Example
Our company is growing rapidly and is hiring for an investment banking associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment banking associate
  • Participation in the recruitment, development and training of junior resources
  • Develop and manage client manage relationships
  • Prepare client presentations and deliverables
  • Prepare client presentations and final work products
  • Perform industry and company research to support business development and on an ad-hoc basis
  • Assist in coordinating information flow and execution with product groups
  • Help the team to deliver solutions that bring to bear the full breadth of the bank's capabilities and its competitive advantages as a top tier bank
  • Work closely with the Regional MDs, senior clients, lawyers and representatives from other investment banks
  • Primary liaison with product and client coverage teams to plan multichannel marketing initiatives around thought leadership content
  • Review thought leadership content for tone and voice and provide proofreading
Qualifications for investment banking associate
  • Minimum of 2-3 years of prior work experience, preferably in financial services
  • Currently matriculated at a MBA or other graduate program and within two years of graduation
  • Finance, accounting, mathematics undergraduate degree
  • Extremely dedicated and motivated individual with high career aspirations, personal flexibility and adaptability in order to meet client deliverables and tight timelines
  • MBA Degree with two (2) years of Associate level experience in Investment Banking
  • Bachelor’s Degree in related field and a minimum of five (5) years of experience in Investment Banking

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