Investment Banker job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Investment Banker Job Description

An investment banker works for an investment bank and acts as a liaison between the bank and its clients. Their job is to help clients profit through an array of financial services, including mergers and acquisitions, initial public offerings (IPOs), and debt and equity financing.

In this section, we will cover a sample job description, exploring the daily responsibilities and necessary qualifications for an investment banker. 

The Job Overview

We are seeking an investment banker to provide us with sophisticated financial-related advice. You will provide us with investment ideas and solutions, such as recommending the best time to sell a particular stock, and help us to build a diversified portfolio. Your duties will include approaching potential investors and assisting us to close deals, as well as conducting research and providing professional advice regarding complex financial transactions. You will also be responsible for mentoring and training junior staff.


Below are some of the responsibilities an investment banker is expected to assume:  

  • Research market conditions and industries to identify market trends, investment opportunities, and business risks
  • Assess the value of companies based on financial reporting and market information
  • Recommend investment strategies to clients based on market evaluations and research
  • Prepare research reports and presentations
  • Meet with clients to analyze and uncover investment opportunities
  • Project revenue, costs, and cash flows that take into account the industry, economic variables, and the firm's competitive position
  • Create a valuation model for the company that includes discounted cash flows and DCF multiples
  • Identify and quantify strategic and financial risks
  • Develop a detailed financial model for the company
  • Perform sensitivity analysis and scenario analysis to identify and quantify risks
  • Handle underwriting 
  • Assist C-level executives in creating investment theses and communicating investment value propositions to prospective investors
Job Qualifications and Skill Sets

Below are the qualifications expected of an investment banker:

  • Bachelor’s degree in a quantitative field, such as finance, economics, or accounting
  • CFA designation preferred
  • Experience in financial analysis, investment banking, or related field
  • Proficiency in Excel, PowerPoint, and Word
  • Strong analytical and financial modeling skills
  • Experience in financial and accounting principles
  • Strong communication skills
  • Strong attention to detail
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Investment Bankers you can meet on Upwork

  • $45 hourly
    Gevorg A.
    Investment Banker
    • 4.9
    • (29 jobs)
    Yerevan, YEREVAN
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Coaching
    Pitch Deck
    Financial Analysis
    Business Valuation
    Mergers & Acquisitions
    Startup Consulting
    Corporate Finance
    Financial Model
    Business Plan
    Financial Projection
    Overview: I am a seasoned Financial Expert, Management Consulting Specialist with a knack for helping startups and growing businesses thrive. My expertise lies in conducting thorough startup and business valuations, creating compelling business plans, crafting persuasive pitch decks to attract investors, making financial forecasts, KPI analysis, NPV, IRR, ROI calculations, and financial reports. Services Offered: • Startup valuations (pre-money and post-money) • Market research & growth strategy • GTM strategy • Business valuations (DCF, Market approach, NAV, LBO) • Comprehensive business plans creation • Pitch deck design and development • Investment readiness and fundraising advisory • Strategic planning and business modeling • Loyalty programs • Risk Management and Compliance • Creation of comprehensive financial models from scratch, including all three financial statements • Financial forecasting and budgeting • KPI calculations and dashboard development • Profitability analysis and revenue growth strategies • Fractional CFO • Multifamily financial model (acquisition model) Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed over 50 financial models for startups and operating companies. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI enriched results Do not hesitate to contact me!
  • $50 hourly
    Manjit S.
    Investment Banker
    • 4.9
    • (60 jobs)
    Gurugram, HARYANA
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Investment Research
    Microsoft PowerPoint
    Microsoft Excel
    Hello!! I am an experienced finance professional with 10+ years with investment banks and private equity firms. I have good knowledge of almost all the sectors, however, I have worked primarily on Real Estate, Healthcare, Technology, Banking and Energy sectors. I have prepared numerous comprehensive Pitch decks and financial models. My keys areas of expertise are: ✓ Financial Modelling (LBO, DCF, Trading Comps, etc) ✓ Pitch Deck (Startups Investor Deck, Industry Studies, Dashboards, etc) ✓ Detailed Business Plan ✓ MS Office automation using VBA ✓ Web Scrapping About my educational qualifications: ✓ I am Bachelors in Engineering & MBA (Finance) from premier colleges of India. ✓ I am CFA (USA) charterholder and FRM Certified from GARP (USA). Other Qualities: ✓ I am passionate about startups achieving their vision, therefore, can help startups raise capital with above mentioned products. ✓ I have advanced VBA, Excel and PowerPoint skills. I can automate anything in MS office, and have built vast number of tools using VBA. ✓ Also, I am passionate about finance, and takes pride in my work. ✓ I look for building long term relationship :) Please feel free to message me, to discuss any project -- I am available 24/7. Looking forward to collaborate with you.
  • $35 hourly
    Irsyad Zaki A.
    Investment Banker
    • 5.0
    • (3 jobs)
    Pekanbaru, RIAU
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Valuation
    Investment Strategy
    Adobe Photoshop
    Equity Valuation
    Financial Model
    Financial Projection
    Investment Portfolio Review
    Architectural Rendering
    Company Valuation
    Private Equity
    Finance & Accounting
    3D Design
    3D Rendering
    Equity Research & Analysis
    3D Modeling
    Corporate Finance
    Logo Design
    Investment Research
    Venture Capital
    At our core, we have a passion for helping growth-stage companies achieve their financial goals and prepare their businesses for the next stage of growth. We are financial modeling experts and pride ourselves on being able to dive in and quickly understand the meaningful drivers of a client’s business model. We are investor-minded and structure our models in a way easily digested by the investment community. No two models are the same, as we will build from the ground up. This process creates a more defendable model and helps position the business to get the valuation it deserves. We have experience in most industries and would be happy to provide a work sample related to your industry. We look forward to connecting to see if there is a mutual fit, and please reach out with any questions! In details, we specialize in the following: - Investor pitch decks and fundraising - Financial modeling - Financial operations - FP&A - Mergers and acquisitions - LBO and acquisition modeling - DCF modeling - IRR and returns modeling - Operational and financial modeling - Investor relations materials - Company operational improvement - Debt modeling - Leveraged lending - Budget preparation - Financial statement analysis and preparation - Business taxes and tax preparation
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