Investment Banker job description
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What does a Investment Banker do?
Investment Bankers play a crucial role in the financial sector by providing strategic advisory services to clients on complex transactions such as mergers and acquisitions. They assist in capital raising activities and support clients in optimizing their financial strategies.

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What are the Key Responsibilities of Investment Banker
- Develop and execute financing structures and models.
- Perform due diligence for mergers, acquisitions, and other transactions.
- Prepare pitch books and client presentations.
- Conduct market research to identify business opportunities.
- Liaise with clients to offer strategic advisory services.
- Collaborate with legal teams to ensure compliance with regulations.
- Assist in capital raising through debt or equity offerings.
- Build and maintain client relationships for long-term partnership.
- Negotiate terms and conditions of transactions.
What are the Skills and Requirements for a Investment Banker?
- Strong analytical and mathematical abilities.
- Excellent communication and negotiation skills.
- Proficient in financial modeling and valuation techniques.
- Ability to work under pressure and adhere to tight deadlines.
- Strong understanding of financial markets and instruments.
What are the KPIs to track for Investment Banker?
The Investment Banker's performance is evaluated through successful deal closures, total value of transactions managed, client satisfaction, and the ability to generate new business opportunities.
Deal Closures
Number and value of successful transactions closed.
Client Satisfaction
Feedback and satisfaction levels from clients served.
Revenue Generation
Value of new business opportunities sourced and executed.
Reports to
Managing Director
Collaborates with
Analysts, Associates, Legal Teams
Leads
Junior Analysts
Are any specific tools or software required for the Investment Banker role?
- Bloomberg Terminal
- Microsoft Excel
- Thomson Reuters Eikon
- PitchBook
What is the qualification of Investment Banker?
Bachelor's degree in Finance, Economics, or related field; Master's degree preferred with 5+ years of experience in investment banking or corporate finance.
