Investment Banking Analyst job description.
An Investment Banking Analyst supports deal teams on mergers, acquisitions, capital raises, and other corporate finance transactions. They build financial models, prepare valuation analyses, and assemble pitch materials and client presentations under tight deadlines. Working closely with associates and senior bankers, analysts conduct industry and company research to support deal execution and client advisory work.
The Investment Banking Analyst job description · $29
The full editable .docx — role summary, 9 worked responsibilities, qualifications, and skills, formatted for your letterhead. Delivered to your inbox within 24 hours — usually instantly.
Role: Investment Banking Analyst Reports to: Associate or Vice President
An Investment Banking Analyst supports deal teams on mergers, acquisitions, capital raises, and other corporate finance transactions. They build financial models, prepare valuation analyses, and assemble pitch materials and client presentations under tight deadlines. Working closely with associates and senior bankers, analysts conduct industry and company research to support deal execution and client advisory work.
- Build and maintain financial models for valuation and deal analysis
- Prepare pitch books, client presentations, and marketing materials
- Conduct industry, company, and market research
What's inside the document.
One-paragraph plain-English explanation of the role's outcome and scope.
9 responsibilities phrased the way the work is actually done.
5 qualifications a candidate must have to perform on day 30.
2 qualifications that would make a candidate excellent in year two.
6 skill chips you can copy directly into your ATS.
Associate 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 and maintain financial models for valuation and deal analysis
- Prepare pitch books, client presentations, and marketing materials
- Conduct industry, company, and market research
- Support due diligence for M&A and capital markets transactions
- Analyze financial statements and comparable company/transaction data
- Assist with drafting memoranda and offering documents
- Coordinate with legal, compliance, and other deal-team functions
- Track deal timelines and manage supporting documentation
- Respond to ad hoc analysis requests from senior bankers
Required — and what would make a candidate excellent.
- Bachelor's degree in finance, economics, accounting, or related field
- Strong financial modeling and Excel/PowerPoint skills
- Excellent quantitative and analytical ability
- Ability to work long hours under tight deadlines
- Strong written and verbal communication skills
- Prior internship experience in investment banking or corporate finance
- Progress toward CFA or similar professional credential
Eight steps from download to publish.
- 01Open the Investment Banking Analyst 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 Banking Analyst job description any time you are opening or reopening a seat at this level. The entry 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 (Associate 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.
- Is this an entry-level role?
- Yes, this describes a typical analyst-level position, the standard entry point into investment banking after a bachelor's degree.
- What hours should candidates expect?
- Investment banking analyst roles are known for long, demanding hours, especially during active deal execution; be transparent about this in the posting.
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This Investment Banking Analyst 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.