Use this Investment Banking job description template to attract highly skilled finance professionals who can support capital raising, mergers and acquisitions, and strategic financial advisory services.
Investment Banking is a specialized area of finance focused on helping organizations raise capital, execute mergers and acquisitions, and provide strategic financial advice. Professionals in investment banking work closely with corporations, institutions, and governments to structure complex financial transactions.
An Investment Banking professional supports high-impact financial transactions and strategic initiatives. Their key responsibilities include:
- Analyzing financial statements, market data, and industry trends
- Building financial models and valuation analyses
- Supporting mergers, acquisitions, IPOs, and capital-raising activities
- Preparing pitch books, presentations, and investor materials
- Assisting senior bankers in client advisory and deal execution
Investment Banking Job Description Template
We are looking for a driven and analytical Investment Banking professional to support transaction execution and client advisory initiatives. The ideal candidate will have strong financial acumen, analytical skills, and attention to detail, along with the ability to work in a fast-paced, high-pressure environment. If you are passionate about finance, strategy, and deal-making, we’d love to meet you!
Roles & Responsibilities
- Conduct financial analysis, modeling, and valuation using Excel and financial tools
- Support execution of M&A transactions, IPOs, and debt/equity offerings
- Prepare pitch decks, client presentations, and transaction documents
- Perform industry, market, and company research
- Assist with due diligence and data room management
- Coordinate with legal, accounting, and internal teams during transactions
- Maintain financial databases and deal documentation
- Support senior bankers in client meetings and strategic discussions
- Monitor market trends and identify potential opportunities
- Ensure accuracy and quality in all financial analyses and materials
Requirements & Skills
- Bachelor’s degree in Finance, Economics, Business, or related field
- Proven experience in investment banking, corporate finance, or related roles
- Strong financial modeling, valuation, and analytical skills
- Proficiency in Excel, PowerPoint, and financial databases
- Excellent attention to detail and problem-solving abilities
- Strong communication and presentation skills
- Ability to manage multiple priorities under tight deadlines
- High level of professionalism and work ethic
Who do Investment Banking professionals report to?
Investment Banking professionals typically report to:
- Investment Banking Associate
- Investment Banking Vice President
- Managing Director
- Head of Investment Banking
Post this on job boards and career pages to find candidates skilled in financial modeling, valuation, deal execution, and client advisory. Feel free to customize duties and requirements based on your firm’s needs. Similar job titles include Investment Banking Analyst, Investment Banking Associate, and Corporate Finance Analyst.
How to Assess Investment Banking Skills Effectively
Candidates may list strong academic backgrounds and deal experience on their resumes, but assessing their actual ability to analyze financial data, build models, and perform under pressure before the interview is crucial. A structured Investment Banking assessment ensures you hire professionals who can handle high-stakes transactions, complex valuations, and fast-paced deal environments.
Here’s how you can assess Investment Banking proficiency effectively with WeCP:
- Financial Modeling & Valuation – Test candidates on building DCF models, comparable company analysis, precedent transactions, and scenario modeling.
- Accounting & Financial Statement Analysis – Evaluate their understanding of income statements, balance sheets, cash flow statements, and key financial ratios.
- Deal Execution & M&A Knowledge – Assess their familiarity with mergers, acquisitions, IPO processes, due diligence, and deal structuring.
- Excel & Presentation Skills – Check their ability to work efficiently in Excel, create pitch books, and present insights clearly to stakeholders.
- Attention to Detail & Time Management – Ensure they can manage tight deadlines, maintain accuracy under pressure, and handle multiple workstreams simultaneously.
With WeCP’s Investment Banking assessments, you can confidently filter out underqualified candidates early, improve hiring accuracy, and ensure you bring on professionals who are truly prepared to perform in demanding investment banking roles.
