Investment Banking Analyst Job Description, Key Duties and Responsibilities

Investment Banking Analyst job description, duties, tasks, and responsibilities.
Investment Banking Analysts ensure their clients make the right investments in line with their goals. 

Investment Banking Analyst Job Description, Key Duties and Responsibilities

If you are looking for information about investment banking analyst job description, including the duties, tasks, and responsibilities the position typically entails, then this post will be useful to you.

You will also discover the skills, abilities, knowledge, and other qualities and qualifications that mostly form employers’ requirements when hiring for the investment banking analyst role, which applicants must fulfill to access the job offer. Please, read on:

What Does an Investment Banking Analyst Do?

Investment banking analysts help organizations and their clients to develop and maintain effective investments that will meet their goals.

Their job description entails assessing the need of the clients, clarifying their goals, and researching potential investment opportunities that will result in the actualization of those goals.

It also involves carrying out assessment on existing investment portfolios for their firms to determine which ones are performing well or requiring replacement.

These analysts work in investment banks, brokerages, and other financial service industries.

Their role also involves developing and reviewing financial models (B/S, IS, CFS) and valuation models, drafting information memorandums and management presentations.

They also manage due diligence efforts working directly with management teams and buyer/seller groups, and undertake research of industries, companies, and M&A targets.

The investment banking analyst duties include conducting industry, market, and company-specific research, and researching investment opportunities in various industries/niches that are of interest to their firm and clients.

They are responsible for preparing transaction marketing materials, including pitch books, teasers, and confidential information memorandums, as well as management presentations.

They interact regularly with company executives, professional investors, and work closely with clients on different investment options, providing recommendations that are aligned with an organization’s business goals and overall strategic and transactional objectives.

They utilize their technical skills in constructing financial models that help clients assess growth strategies, capital structure decisions, and transaction alternatives.

They also employ various core valuation methodologies to help businesses evaluate their worth in the marketplace and advise them on appropriate ranges at which to conduct transactions.

The investment banking analyst work description also entails positioning businesses appropriately in the investor community by articulating value propositions and anticipating potential concerns.

It also involves assisting clients with mergers and acquisitions, public offerings, private placements, and other advisory services.

Investment Banking Analyst job description Example/Sample/Template

Investment banking analysts perform various functions, which primarily entails aiding investment decisions.

Their duties include raising capital, providing advisory services for mergers and acquisitions (M&A) and other corporate transactions, completing valuation work, and marketing the value of the bank or firm’s expertise to client companies.

A typical investment banking analyst job description consists of the following tasks, duties, and responsibilities:

  • Undertake client specific industry research on investment opportunities
  • Responsible for conducting preliminary valuation work
  • Responsible for developing valuation analyses and models, including projections, LBO, DCF, public comparables, historical M&A transactions, etc.
  • Responsible for the compilation of prospective acquirer lists
  • Provide support to senior bankers, such as training, recruiting, etc.
  • Provide assistance to members of the investment banking group when assigned
  • Perform valuation analysis and financial modeling for prospective and on-going transactions
  • Assist in developing and preparing proposals and presentations to clients and prospects
  • Maintain M&A precedent transaction database
  • Execute the detailed tasks involved in all phases of M&A and private placement engagements
  • Undertake financial, business, and market analysis with emphasis on reformatting financial statements and benchmarking key performance metrics.

Investment Banking Analyst Requirement – Skills, Knowledge, and Abilities for Career Success

If you are seeking the job of an investment banking analyst with a company, they will require that you meet certain skills, abilities, knowledge, etc. that are relevant to realizing the obligations, objectives, and purpose of the role for the organization.

Shown below are major requirements applicants for the role of analyst in charge of investment banking may be asked to meet to qualify for employment by majority of employers:

  • Education: They require a Bachelor’s degree in Finance, Accounting, Business, or Economics
  • Experience: They may be required to possess 1 – 2 years of investment banking experience. The experience required includes internships experience because the analyst role is usually an entry level position
  • Knowledge: They require basic accounting knowledge; familiarity with accounting and corporate finance concepts and financial statement analysis; and they must command skill sets, including financial in the fundamentals of valuation, business strategy, and client communication skills, to perform their job successfully. They must also have the knowledge of performing DCF Valuations and preparing pitch books
  • Certification: This is not a requirement but earning a Chartered Financial Analyst (CFA) certification or other financial certification is a plus to your application
  • Excellent financial and data analysis skills: Individuals interested in the investment banking analyst career require strong analytical skills to evaluate data effectively
  • Investigative skills: They require strong research skills to gather all the information necessary for them to reach an informed conclusion or decision about an investment opportunity
  • Strong critical/strategic thinking: Their job requires them to continually seek ways to improve on the client/organization’s portfolio; hence it is vital that they can think through available options with a long-term perspective
  • Attention to detail: They must pay close attention to details to ensure accuracy of data or information before deciding on the course of action to be taken
  • Computer skills: They require strong knowledge of Microsoft Office applications, especially proficiency with Excel and PowerPoint
  • Communication skills: Investment banking analysts require excellent written and oral communication skills to effectively make presentations of findings, prepare documents, and relate with clients. They must be able to adapt their communication style to different audiences
  • Team player: They must be able to work in a team oriented environment as well as collaborate with relevant others to deliver results
  • People skills: They must be able to relate with people of different background and personalities; as well as be able to influence clients to meet with them.


If you are a recruiter or HR manager hiring for the position of investment banking analyst, you will need to publish a detailed description of the job.

To do this, you can apply the sample investment banking analyst job description provided in this post; you will more likely able to attract the best candidates to your offer.

This article will also help individuals interested in the investment banking analyst career with the information they are looking for about the duties and responsibilities of the position.

Did you find this post useful in learning about what investment banking analysts do? Please, leave a comment in the box below. You may also share your job description if you work as an analyst responsible for investment banking.