Investment Banker Job Description

What is the job description of an Investment Banker? What are the duties and responsibilities of an Investment Banker? What does an Investment Banker do?

Job description of an Investment Banker

An Investment Banker is responsible for raising capital for businesses and individuals by issuing debt and selling equity. Also known as an Investment Banking Analyst, these highly-analytical professionals oversee valuation of companies, mergers, conduct research, prepare legal and financial documents, underwriting, as well as analyzing and closing finance deals.

This Investment Banker job description example includes the list of most important Investment Banker duties and responsibilities as shown below. It can be modified to fit the specific Investment Banker profile you're trying to fill as a recruiter or job seeker.

Investment Banker Duties and Responsibilities

Investment Banker job description should contain a variety of functions and roles including:

  • Conduct research and review financial information and market trends.
  • Issue debt and trade equity to increase capital.
  • Create and implement financial models to review deals and determine profitability.
  • Oversee mergers and acquisitions.
  • Supervise IPOs and private equity settlements.
  • Lead and support clients through the expansion of corporate and personal enterprise.
  • Prepare legal and financial records to complete investments, acquisitions, and purchases.
  • Examine all risks and give financial advice.
  • Identify and close potential investors.
  • Maintain comprehensive knowledge of regulatory and legal issues in the financial industry.

Investment Banker Requirements / Skills / Qualifications

Investment Banker job description should include these common skills and qualifications:

  • Bachelor’s degree in Finance or similar field.
  • Experience as an investment banker.
  • In-depth knowledge of deal structuring, regulations, and closing principals.
  • Excellent analytical and quantitative skills.
  • Ability to work well under pressure.
  • Good written and verbal communication skills.

As a hiring manager, recruiting an ideal Investment Banker starts with crafting a good job description. Use this Investment Banker job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of an Investment Banker may also reference it in preparation for the interview.