Investment Banker job description.
An investment banker advises corporate and institutional clients on capital raising, mergers and acquisitions, and other complex financial transactions. They build financial models, prepare pitch materials, and manage deal execution, working long hours under tight deadlines in a high-pressure, client-facing environment.
The Investment Banker job description · $29
The full editable .docx — role summary, 8 worked responsibilities, qualifications, and skills, formatted for your letterhead. Delivered to your inbox within 24 hours — usually instantly.
Role: Investment Banker Reports to: Managing Director or Vice President
An investment banker advises corporate and institutional clients on capital raising, mergers and acquisitions, and other complex financial transactions. They build financial models, prepare pitch materials, and manage deal execution, working long hours under tight deadlines in a high-pressure, client-facing environment.
- Build financial models to value companies and structure transactions
- Prepare pitch books, offering memoranda, and client presentations
- Support due diligence processes for M&A and capital raising deals
What's inside the document.
One-paragraph plain-English explanation of the role's outcome and scope.
8 responsibilities phrased the way the work is actually done.
4 qualifications a candidate must have to perform on day 30.
3 qualifications that would make a candidate excellent in year two.
6 skill chips you can copy directly into your ATS.
Managing Director or Vice President
A complete document set.
- Word document (.docx) — fully editable
- PDF — signature-ready
- Google Docs — one-click copy to your Drive
- 12 months of updates to this document
- Commercial-use licence for internal and client work
The work, not the title.
- Build financial models to value companies and structure transactions
- Prepare pitch books, offering memoranda, and client presentations
- Support due diligence processes for M&A and capital raising deals
- Analyze industry trends, comparable transactions, and market conditions
- Coordinate with legal, accounting, and regulatory teams during deal execution
- Present recommendations and deal structures to clients and senior bankers
- Manage deal timelines and documentation through closing
- Maintain relationships with clients, investors, and deal counterparties
Required — and what would make a candidate excellent.
- Bachelor's degree in finance, economics, or related field
- 3+ years of investment banking, corporate finance, or related experience
- Advanced financial modeling and valuation skills
- Strong quantitative, analytical, and presentation abilities
- MBA or CFA designation
- Series 79 or other relevant securities licenses as required
- Experience in a specific sector coverage area (technology, healthcare, energy)
Eight steps from download to publish.
- 01Open the Investment Banker job description in Word or your one-click Google Docs copy.
- 02Replace placeholders for company name, reporting line, and location with your specifics.
- 03Tighten the summary to one paragraph that names the team's outcome, not just the role.
- 04Edit the responsibilities to match the actual scope of the seat — aim for 6 to 8 items, not 12.
- 05Separate required qualifications from preferred. Required is what a candidate must have to do the work on day 30; preferred is what would make them excellent in year two.
- 06Add salary range guidance using BLS, Payscale, or your own band data — do not copy generic figures.
- 07Have the hiring manager and one peer read it. Cut anything that wouldn't survive a candidate question.
- 08Publish to your ATS, intranet, and external careers page.
The right document at the right moment.
Use this Investment Banker job description any time you are opening or reopening a seat at this level. The senior band sets the calibration — copy the document, tighten it to your specific scope, and circulate to the hiring panel before the first interview.
The reporting line (Managing Director or Vice President) and skills list are starting points. Override either if your org structure or stack differs from the norm — the template is a draft, not a contract.
Honest answers before you download.
- What licenses does an investment banker need?
- Requirements depend on the specific role and jurisdiction, typically involving current licensure as required by the employer and relevant securities regulators.
- Is an MBA required to become an investment banker?
- Not always at the analyst level, but an MBA or CFA is common for advancing into associate and senior banking roles.
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This Investment Banker job description is a professionally drafted starting point for your hiring process and is not legal advice. Hiring practice varies by jurisdiction (e.g. pay-transparency laws differ across US states and AU jurisdictions). Adapt this document for your specific location and have employment counsel review any clauses you add before publishing. Salary varies by region, employer type, and experience. Reference BLS or current industry surveys for ranges. Full disclaimer.