Investment Banker Job Description Template

Investment banker at desk, meeting with a client.

An investment banker must possess a rare combination of hard and soft skills. They need to know how to build and maintain client trust, foster connections between investors and investment opportunities, and calculate potential financial gains and risks, which makes great investment banking candidates as valuable as the revenue they generate for their employers.

Demand for investment bankers is expected to grow by 7% over the next decade, higher than the rate for most professions. Automated trading is likely to continue to shift investment professionals’ focus toward wealthier clientele, institutional investors, and large-scale mergers and public offerings. In decades past, the banking and finance sectors had unmatched appeal for applicants with math and analytical skills, but that has all changed now that the tech sector has offered an equally lucrative and prestigious career path for members of this particular talent pool.

One way to counter the heightened competition for applicants with financial acumen and customer focus is to write more inclusive job descriptions. This will help you increase the diversity of your team, thereby increasing the likely productivity, innovation, and profitability of your financial services offerings.

You can also increase the efficacy of your hiring process by customizing this investment banker job description sample to create a targeted job posting designed to attract the most qualified investment banking candidates. For more suggestions, take a look at Monster’s current investment banker job listings.

This template was written by Monster’s team of experts based on job description best practices.

Investment banker at desk, meeting with a client.

Investment Banker Job Description

Intro Paragraph: Begin with a concise overview of the open position and a brief description of your ideal candidate. Writing this summary will help you focus on the most critical qualities you seek in your next hire.

This section of your investment banker job description might be phrased as follows: “We are looking for an investment banker to join our wealth management team. The ideal candidate has a talent for valuation, customer service, and complex problem-solving in a high-growth environment.”

About Our Workplace: Use this section of your investment banker job description to highlight what sets your workplace apart by summarizing your organizational mission, values, and workplace culture. Are you hiring for a large institutional investor or a small brokerage firm? Does your organization encourage a team approach, or do you value autonomy and individual ingenuity?

Treat these two or three sentences as a recruiting pitch, explaining to your ideal investment banker candidate the factors that set your company apart from the competition. The more you can communicate the elements that make your work setting stand out, the more likely it is you will attract applicants who will succeed.

Investment Banker Job Responsibilities: The following list of day-to-day job responsibilities may differ significantly depending on the scope of your operations and what your hire will focus on. However, here are some common responsibilities you might include:

  • Analyzes financial data, statements, and trends and conducts due diligence to inform strategic decision-making for individuals, institutional investors, and private companies and manages investment portfolios.
  • Connects businesses that need money to finance their operations or expansion plans with investors who are interested in providing that funding.
  • Assesses market conditions, including a company’s financial performance, and prepares forecasts and reports that enable clients to make informed financial choices.
  • Provides advisory services to help companies issue new stocks and bonds and sells issued securities to investors.
  • Conducts research on investment opportunities to define risk and return profiles.
  • Creates financial models to assess valuations for clients and upper management.
  • Provides expertise to help broker mergers and acquisitions and ensures compliance with financial regulations and company policies.
  • Recruits investors and assesses optimal timing for client initial public offerings (IPOs) and ensures that they meet the legal requirements for public equity trading.
  • Assembles financial models to value debt and equity and assist in investment and financial planning decisions.
  • Creates and delivers presentations for existing and prospective client portfolios.
  • Assists in preparing quarterly reports and communications for clients.
  • Manages all stages of initial client interactions, from the sales pitch to the investment contract.
  • Shapes financial policy and investment decision-making to ensure the long-term financial health of the organization and its clients.
  • Conducts industry research and develops relationships to help acquire new clients.
  • Assists in financial audits and compliance checks.
  • Contributes to team success by accomplishing related results as needed.

Work Hours and Benefits: In the next section of your investment banker job description, include details about your company’s working hours, salary range, and benefits. Tell prospective investment bankers about any potential travel requirements and whether late nights and weekends may be required. To determine a fair offer for your city or town, you can use a salary tool that allows you to input job titles and locations to calculate estimates for low, median, and high salaries. Be sure to highlight any benefits and perks that are likely to appeal to finance candidates, such as professional growth and development initiatives, performance-based bonuses, and stock options.

Investment Banker Qualifications and Skills: Exhaustive lists of required skills and experiences have been shown to deter women applicants and candidates from underrepresented groups and may undermine efforts to strengthen your diversity, equity, and inclusion (DEI) initiatives. For this reason, you may want to limit the number of required skills you include or divide your requirements between “required” and “preferred” qualifications.

  • Quantitative and data analysis
  • Risk management
  • Project management
  • Strong quantitative skills, including the ability to perform complex calculations and to build, scale, and utilize complex financial models
  • Strong communication, networking, and interpersonal skills
  • Entrepreneurial mindset
  • Negotiation skills
  • Ability to work effectively in a fast-paced environment
  • Research skills
  • Critical thinking
  • Effective presentation skills
  • Ability to manage time and work on multiple projects simultaneously
  • Knowledge of relevant regulations related to securities investment and mergers and acquisitions
  • Strong work ethic
  • Team leadership and collaborative skills
  • Computer skills, including familiarity with tools such as PowerPoint, Excel, and banking software

Education, Experience, and Licensing Requirements:

Call to Action: An effective investment banker job description includes a call to action that encourages candidates to apply for the position and explains how to do so. For example, you could tell prospective candidates to apply online through a link in the job posting.

Ready to Profit From Your Investment Banker Job Description and Find Top Performers?

Now that you’ve assembled a targeted job description, it’s time to leverage it and find the next income-generating investment banker for your organization. Get started today by choosing from a range of job posting options designed to help you find highly qualified applicants with the potential to grow your business.