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Investment Banking Careers

Learn about investment banking education and career paths.

hero-investment-banking-careersWhat Do You Do as an Investment Banker?

Investment bankers are the rock stars of the finance industry, meaning their jobs are high profile, high pressure and high status.

Investment banking careers are not for the faint of heart, as the profession demands long hours, working weekends and an often stress-filled, competitive working environment.

With all of the career’s mystique, it’s easy to lose sight of what investment banking is actually all about.

Essentially, these high-flying finance professionals help companies raise money by creating securities—stocks, bonds and other financial entities—to be sold in capital markets.

Investment bankers also structure the complex financial details that accompany a business’s choice to buy and sell assets or to acquire or merge with other companies.

Learn about the different paths to becoming an investment banker and what you’ll do at each tier.

Investment Banking Career Path

Entry Level
Types of Roles:
Investment banking analyst
Getting There:

  • Bachelor’s degree in finance or accounting
  • Strong mathematical and analytical skills
  • Knowledge of different types of equity transactions
  • Technology skills and experience (specifically in Microsoft Excel and PowerPoint)
Description:

  • Support senior investment bankers
  • Provide research and analysis
  • Contribute to fairness opinions
Mid Level
Types of Roles:
Associate investment banker, vice president
Getting There:

  • All entry-level requirements
  • An MBA with a focus in finance or economics
  • Strong industry relationships and knowledge
  • Experience pitching and presenting to clients
Description:

  • Analyze financial and operational performances of target businesses
  • Build financial models of deal structures
  • Create client presentations
Senior Level
Types of Roles:
Director, senior vice president, management consultant
Getting There:

  • All mid-level requirements
  • Experience sourcing, executing and closing different types of transactions
  • Solid sales and negotiation skills
  • National Association of Securities Dealers (NASD) Series 7, 24 and 63 licenses
Description:

  • Create and manage network of corporate relationships
  • Oversee and troubleshoot large transactions
  • Lead teams of people

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