Investment Banking Analyst Job Description template and pdf with duties [2024]

Job summary 1

We are seeking a talented professional to join our team. Our Investment Banking Analyst supports multiple deal teams immediately upon joining the firm and plays an important role in each engagement. Successful Investment Banking Analysts thrive in our highly collaborative culture that rewards individual initiative and finds unlimited opportunities for personal and professional success.

Duties & Responsibilities 1

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Conducting industry, market, and company-specific research
Performing financial analysis and financial modeling
Preparing transaction marketing materials, including pitch books, teasers, confidential information memorandums, and management presentations
- Conducting preliminary valuation work
- Researching investment opportunities in various construction industry niches
- Providing support to members of the investment banking group and other duties as assigned

Requirements & Skills 1

Bachelor’s degree from a top-tier university in business, finance, or related field preferred
Solid quantitative and analytical skills, including the ability to create and analyze pro forma financial statement models and valuation models
Superior organizational and time management skills, and the ability to efficiently manage multiple projects in a fast-paced work environment
Excellent written and verbal communication, listening, problem-solving, interpersonal and relationship-building skills
Demonstrated maturity, integrity, and the ability to perform in an entrepreneurial environment, both individually and as a team player
- Strong proficiency in MS Office software (Word, PowerPoint, Excel)
- Previous investment banking or corporate finance experience desired
- Previous DealCloud experience is a plus

Job summary 2

Seeking an Investment Banking Analyst to help support the continued growth of the Company’s investment banking platform. Responsible for the preparation of marketing materials and analysis for pitches and transactions, Analysts are expected to be active contributors during every phase of the deal process. They contribute to the writing and development of both initial pitch material and descriptive memoranda. They are expected to actively participate in drafting sessions and due diligence meetings. Analysts are also responsible for contributing to valuation analyses and other financial models.

Duties & Responsibilities 2

Conduct industry research and analysis to assist in the identification and/or analysis of investment banking business opportunities
Organize presentations to potential clients, assisting in the development of presentation information
Prepare industry and financial analysis to determine client recommendations
Assist in completing comparable public company, precedent transaction, and other valuation analyses
Assist in company due diligence
- Prepare to offer memoranda, management presentations, and other transaction marketing materials
- Coordinate and participate in calls and meetings with clients and potential buyers
- Develop and audit financial models

Requirements & Skills 2

Excellent analytical ability, including valuation techniques and practices.
Knowledge of accounting principles relating to financial statement preparation.
Experience preparing high-quality client deliverable documents and presentations.
Extreme dedication and motivation with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames.
Excellent interpersonal, presentation, and writing skills to effectively convey ideas and information and actively participate in developing and maintaining productive client relationships.
Well-developed organizational skills to respond to shifting priorities on several simultaneous projects.
- Job commitment including a willingness to work, as well as personal flexibility and adaptability to meet client deliverables and timelines.
- A relevant undergraduate degree (Business, Finance, Economics, Engineering, or related discipline) is preferred.
- 1-2 years of relevant experience in a banking, investment management, or equivalent institution.

Job summary 3

We are seeking an Investment Banking Analyst. Analysts will be part of a dynamic and growing investment banking team focused on the middle market. Analysts will play an integral role in originating and executing a variety of transactions, including sell-side M&A, buy-side M&A, and private debt and equity raises.

Duties & Responsibilities 3

Analyzing financial statements
Developing detailed, complex financial models
Developing company valuation analyses
Conducting extensive research on prospective clients and industries for senior bankers
- Creating detailed client marketing materials for M&A and capital raise transactions
- Developing pitch book materials for potential and existing clients
- Coordinating with clients on transaction executions

Requirements & Skills 3

Job summary 4

The Investment Banking Analyst will join the Origination and Financing team of securitization professionals in originating, structuring, and executing asset-backed transactions with clients.

Duties & Responsibilities 4

Assist other team members in developing marketing materials
Performing analysis for transactions
- Preparing credit applications
- Undertaking industry, client, or asset-specific research and assisting in special projects.
- Focus will initially be on the private lending side of the business, but the candidate will have exposure to the entire Company chain

Requirements & Skills 4

BA or BS degree required; concentration in Economics, Finance, Business, Math, or Computer Science is preferred but not required
Proficiency in Microsoft Office application, with high technical proficiency in Microsoft Excel and PowerPoint
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills and high attention to detail
Ability to work independently and multi-task in a fast-paced environment
Ability to collaborate with team members and work across the firm to ensure the product is delivered to the client
- Capacity to understand complex financial structures and familiarity with credit and related legal documentation
- Solid knowledge of financial markets, securitization, and structured products would be helpful
- Positive attitude

Job summary 5

An Investment Banking Analyst conducts advanced financial analysis/research to support Investment Banking initiatives. Prepares financial models used to evaluate financial structures for investment banking transactions and details the analysis conducted to support that value. Analysis may be used for investment banking advisory services.

Duties & Responsibilities 5

Requirements & Skills 5

Bachelor's degree (BA/BS) from a four-year college or university in Finance or a related field and a minimum of zero to two years of related experience and/or training.
Takes Series 79 and 63 Securities License during first three months of employment.
Ability to comprehend, analyze, and interpret various types of business documents.
- Ability to write reports, manuals, speeches, and articles in a pre-designed style and format.
- Ability to effectively respond to complex inquiries or complaints from clients, co-workers, supervisors, and/or management.
- Ability to present information to an internal department and/or large groups of employees.

Job summary 6

We seek an Investment Banking Analyst. The successful candidate will play a crucial role in supporting the sourcing and execution of M&A transactions across the full range of industries covered by the Company.

Duties & Responsibilities 6

Perform due diligence, analysis, and documentation of live M&A transactions
Provide analytical support to transactions, including Discounted Cash Flow (DCF), Comparable Companies and Comparable Transactions (Comps), M&A, and/or LBO analyses
- Prepare client presentations and marketing materials
- Research market, industry, and transaction trends and dynamics
- Liaise with bankers across the Firm and with clients, across all levels of seniority

Requirements & Skills 6

Bachelor’s or higher degree from a leading university
High levels of ethics, integrity, and judgment
Demonstrated ability to be a self-starter
Detail oriented and able to multi-task effectively
- Ability to comfortably interact with senior bankers/clients in a professional setting
- Comfortable in and committed to a teamwork environment
- Exceptional written and verbal communication skills

Job summary 7

Under administrative direction, the Investment Banking Analyst uses extensive knowledge and skills obtained through education and experience to work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. The Investment Banking Analyst will contribute and generate ideas during the entire transaction process. Works independently on difficult assignments that are broadly requiring originality and ingenuity with appreciable latitude for un-reviewed actions or decisions. Leads large multiple projects with significant scope and impact.

Duties & Responsibilities 7

Develops financial models to assess debt and equity financing alternatives for transactions
Performs valuation methodologies comparative company analysis and discounted cash flow analysis on target companies.
Provides valuable input to equity offerings, valuations, private placements, mergers, and acquisitions advisories.
Researches analyzes, presents, and documents drafting elements of a developing transaction.
Develops client presentations.
Follows general current events in respective industry groups and keep bankers informed about critical issues in the news relevant to current and potential clients.
- Maintains files related to active and prospective deals.
- Maintains group databases – Deal Database and Weekly Status Reports.
- Performs other duties and responsibilities as assigned.

Requirements & Skills 7

Fundamental concepts, practices, and procedures of Investment Banking.
Fundamental investment concepts, practices, and procedures used in the securities industry.
- Financial markets and products.
- Bachelor’s Degree (B.A.) in a related field.
- Minimum of 1 year experience.

Job summary 8

We are seeking an exceptionally experienced Investment Banking Analyst to join our team. Candidates will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and debt) services and capabilities to clients. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Candidates must be focused on earning a promotion to Associate upon completion of the Analyst program (3 years total) and becoming a top performer to develop a long-term banking career.

Duties & Responsibilities 8

Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
Assist in the design and development of complex financial models and valuation analysis
Perform client due diligence, prepare information memoranda and other transaction-related documentation
- Contribute to the creation of strategic frameworks, tools, and intellectual property to aid the business development activities of the firm
- Conduct competitive research including identifying sector and industry trends
- Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadershi

Requirements & Skills 8

Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
Solid interpersonal skills including the ability to communicate complex ideas effectively to senior management and/or senior clients
A proven track record of high intellectual horsepower throughout an academic and professional career
- Intellectually curious with a passion to seek a deeper understanding of how organizations in all sectors perform best
- 1-2 years of investment banking experience including familiarity with M&A transactions
- Analytical and quantitative problem-solving skills including academic and relevant experience in financial modeling and valuation

Job summary 9

The Investment Banking Analyst works with our Investment Banking team providing support, analysis, and other types of services to support the execution of M&A and other corporate finance engagements for clients. S/he will be responsible for a wide range of support duties for the Investment Banking teams to successfully execute client mergers and acquisitions (M&A) and other corporate finance transactions.

Duties & Responsibilities 9

Research and prepare complex financial models and M&A process documents; conduct detailed and rigorous analysis through trading & transaction comparables and another modeling.
Create draft teaser & M&A offering documents utilizing the complex financial models; prepare pitch books & client marketing presentations using independent judgment to tailor; attend client meetings as needed.

Requirements & Skills 9

Prior internship in investment banking, corporate development, or private equity preferred
Bachelor’s degree in Finance, Economics, Business Management, and/or Accounting or a related field
Series 63 within 6 months of hire.

Job summary 10

We are hiring an Investment Banking Analyst. This role supports relationship managers ("RM"") with marketing efforts for both existing and prospective clients, begins managing client relationships and generating new business as a supporting RM, engages in new client prospecting, assists in managing assigned client relationships about ongoing servicing and in the cross-sell effort.

Duties & Responsibilities 10

Support relationship managers in business promotion including collaboration with RM, Group Head, and product partners to generate ideas/source transactions and pitch M&A financing across the capital structure and cross-selling of corporate and commercial banking products. In this context, also assist in client pitching, presentation material preparation, conference calls, client meetings, and due diligence.
Support execution efforts by reviewing due diligence reports, and coordinating processes with clients, advisors, other lenders, and internal counterparties.
Assist the RM in the negotiation of legal documentation.
- Assisting with client development (assisting in the presentation of new ideas to clients, prospect outreach).
- Secondary point of contact for covered clients and internal product partners.
- Follow market trends, collect marketing intelligence, and propose ideas to the team for new opportunities.

Requirements & Skills 10

1-3 years of specialized experience in Financial Services
Some experience at the Analyst level in an investment or corporate banking group.
Working knowledge of core corporate and investment banking products preferred.

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Investment Banking Analyst Job Description

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