Investment Banker Job Description Template

Finding a qualified investment banker begins with writing an engaging job description. If your post is straightforward and simple, you will attract strong candidates for the role. It is important to give them an idea of your company culture, as well as bulleted lists of the objectives, responsibilities and qualifications for the investment banker role. The most compelling job descriptions are realistic, detailed and brief – keeping the readers engaged and helping them envision what it would be like to work at your company.

What does an investment banker do?

An investment banker is an individual who helps clients raise profits through their financial services, which include issuing debt and selling equity. Investment banking services include mergers and acquisitions, private equity transactions, IPO and so much more. An investment banker helps their client build their financial portfolio by offering an investment banking strategy, which ranges from researching stocks to closing deals. By enabling complex financial transactions, an investment banker identifies investment opportunities to make profits and build on capital.

You might hire an investment banker to:

Do market research on investment banking trends and identify potential stocks and investment opportunities
Monitor and spearhead mergers and acquisitions, keeping in mind the banking and investment risks and opportunities
Make legal and financial documents for all financial banking-related tasks from investment banking to venture capital
Perform due diligence and stay up-to-date with market trends and forecasts related to financial banking
Seek out potential investors and devise strategies to discover them as an investment banker

Introduction:

At [Company X], we believe that money multiplies and grows only in good hands. We are on the lookout for skilled investment bankers, who will help our clients put their money to good use. The ideal candidate must be a maestro at corporate investment banking. With a detail-oriented approach, the investment banker candidate must be willing to get their hands dirty while dealing with complex financial transactions, which includes several types of investment banking. A disciplined and analytical frame of mind goes a long way for mergers and acquisitions, stock trading and managing IPOs. If you are interested in joining a fast-paced environment with a challenging yet highly rewarding job profile, you might be the investment banker that we are looking for.

Objectives of this role

Custom-develop corporate investment banking strategies for clients
Evaluate the company and enable them to build capital through a sound investment banking strategy
Possess a keen understanding of the market, investment banking trends and financial forecasts
Create a valuation model for the client/company which analyses risks, variables and other essential factors
Identify potential investors and get them on board as investment bankers

Your tasks

Give financial advice based on long-term and short-term risks and opportunities
Perform the investment banker role with the highest ethics and comply with national, international and company regulations
Prepare documentation for every investment banking transaction that takes place
Provide support to the clients by providing round-the-clock investment banking services
Mentor and train junior investment bankers, corporate bankers and other staff members

Required skills and qualifications

Bachelor’s degree in finance, economics, accounting or a related discipline
Prior work experience as an investment banker, financial banker or an underwriter
Knowledge of MS Office and its related tools
High interest in the latest market trends and developments in the financial investment sector
Expertise in M&A and securities regulations

Preferred skills and qualifications