IB Analyst Job Description
IB analyst
provides primary financial analysis, risk assessment, credit recommendations and improvement for new and existing customers, across various business areas in Europe.
IB Analyst Duties & Responsibilities
To write an effective IB analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included IB analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports
Identify the underlying principles, reasons, or facts of financial information by breaking down information or data into separate parts
Produce forecasts of business, industry, and economic conditions for use in making investment decisions
Monitor fundamental economic, industrial and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews
Recommend investments and investment timing to companies, investment firm staff, or the investing public
Determine the prices at which securities should be syndicated and offered to the public
Prepare plans of action for investment based on financial analyses
Evaluate and compare the relative quality of various securities in a given industry
Present oral and written reports on general economic trends, individual corporations, and entire industries
Maintain, create and monitor the infrastructure of the M&A Group on a global basis
IB Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for IB Analyst
List any licenses or certifications required by the position: V3, ITIL, BIC, SSL, BIG-IP, F5
Education for IB Analyst
Typically a job would require a certain level of education.
Employers hiring for the IB analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Accounting, Economics, MBA, Business/Administration, Management, Graduate, Education, Engineering
Skills for IB Analyst
Desired skills for IB analyst include:
Assigned functional areas
SQL
Credit concepts credit and collection laws
Financial analysis and presentation
Financial products across various asset classes
PFE and EPE
Power Point
Python
Relevant skill set
Desired experience for IB analyst includes:
Interact with senior level bankers to deliver M&A insights and analysis for the Firm
M&A modeling and financial valuation analysis
Research and analyze merger and acquisition deals and trends across all industries
Create presentation materials for client meetings
Maintain and keep up to date various M&A-related databases
Coordinate weekly M&A call and provide relevant agenda/materials
IB Analyst Examples
1
IB Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of IB analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for IB analyst
- Capital and Liquidity Management • Further develop insightful reporting and analytics on balance sheet and funding
- Partnering with product leads to develop, implement and track efficiencies in balance sheet/funding Develop analytics and optimization strategy for funding and transfer pricing
- Providing financial advice to business across the “Economic Profit” spectrum
- Prepare presentation of financial plans and topical deep dives appropriate for senior management
- Business optimization scenario modelling and optimization
- Ensuring financial Management Information appropriate aligns with incentive structure
- Investor Relations • Articulation of FID financial performance in appropriate context internally and externally at both quarterly cycles, for investor meetings
- Effective engagement with stakeholders, finance managers & aligned teams for updates on expense allocation rules, methodologies, business events
- Providing a global reporting and monitoring service for the Investment Bank and its clients, related to derivative and securities trading regulations
- Offering a streamlined service for internal monitoring of client, trade, and compliance metrics and exceptions
Qualifications for IB analyst
- Qualified Chartered Financial Analyst (CFA)/Accountant with holistic financial knowledge
- Proven track record as a BA in managing change initiatives involving systems, processes and/or people changes
- Experience in formulating business requirements (BRD), test plan and RAID log strong documentation skills
- Knowledge and experience in delivering similar regulatory projects
- Exposure to tools like Qlikview, eXtrasheet, will be added advantage
- Proven track record as a PM / BA in implementing change initiatives involving systems, processes and/or people changes
2
IB Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of IB analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for IB analyst
- Creating regulatory reports using documented step-by-step methodologies
- Using existing tools/platforms to generate custom extracts of data as required by the business
- Providing support to business inquiries on regulatory reports
- Reviewing exception reports periodically and flagging key triggers to IB Regulatory Services leadership
- Production of daily/weekly/monthly MIS reports covering revenue, expenses, Balance Sheet, RWA, cREV and other financial KPIs
- Execute various month end close processes
- Assist in processing budget transfers, re-org and restatements
- Ensure weekly forecast reporting is complete and delivered timely (may need to run multiple times during heavy shipping weeks)
- Assist with various project needs of the Procurement & Reporting team
- Coordinate with CRO IT partners on the readiness for SIT / UAT / Regression
Qualifications for IB analyst
- Minimum of 1-2 years post-undergraduate work experience in investment banking or a related field, preferably with a focus on the Healthcare sector
- Previous experience in corporate finance or due diligence (Big 4 candidates strongly preferred)
- MBA/CA with 2-4 years of relevant experience/ Bachelor’s degree or the equivalent in
- An undergraduate degree in finance or accounting (strong preference for candidates graduating on or before June 2014)
- Minimum of 1-2 years post-undergraduate work experience in investment banking, preferably with a focus on the Healthcare sector
- Minimum of 1 year post-undergraduate work experience in investment banking or a related field, preferably with a focus on the consumer and/or retail sector
3
IB Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of IB analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for IB analyst
- Process and reconcile all Conduit Activity in 3rd party vendor system Quantum
- Independently recognizes high risk situations and brings them to the appropriate level of management for review without specific guidelines
- Supervisor credit queues
- Confirm catalog offerings appear as expected on the punch-outs or portals
- Supporting operational risk monitoring efforts by participating in the operational due diligence process with respect to current and prospective sub-advisors
- Supporting timely documentation and communication of any initial/ongoing operational due diligence reviews
- Working closely with the MD – Operational Risk and Operations Department in assessing and communicating the level of operational risk exposure with respect to our sub-advisors
- Supporting the review of annual audited financial statements for all external hedge fund investments
- Maintaining an efficient on boarding process for new managed account sub-advisors by communicating effectively with the Operations Department and Investment Department As it relates to initial operational due diligence and the hand off of trade capture implementation and daily production to the Operations Team
- FX batching of local subcustodians FX deals per currency and date and reconciliation with internal values
Qualifications for IB analyst
- Experience in managing a portfolio of projects and formulating business requirements (BRD), project plan, test plan, impact / risk assessment, post-implementaion review
- Strong Excel proficiency and ability to work with large data sets
- Some experience in MicroStrategy reporting environments
- Excellent analytical, and problem-solving skills understanding complex flows
- At least 5 years professional experience in relevant business analysis and functional specification design within Investment Banking
- Working knowledge of Regulatory Counterparty Credit Risk (Basel II & III) and Risk Measures (VaR, EEPE, EPE)
4
IB Analyst Job Description
Job Description Example
Our company is hiring for an IB analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for IB analyst
- Verification and amendment of Auto FX’s
- Be the first point of contact for the sub-custodian and for all internal teams
- Exceptions Processing for Treasury Currency FX deals ordered by our custody clients
- Addressing issues as they arise and tracking the issue to resolution
- Advise management of potential risk items (failing trades
- Attention to detail is critical due to the verification nature of the role
- In a major production incident situation this role may require out of office hours work
- Perform process audits to identify process gaps, provide production feedback
- Resolve Quote Complaint Cases
- 25% Create and analyze reports to support business execution
Qualifications for IB analyst
- Broad knowledge around the Rules driving Collateral calculations (Standardized and Own Estimates), Historical and MonteCarlo simulations
- Understanding business processes, financial products, risk management (credit risk & market risk)
- Experience in system implementation / projects and testing experience
- Analyzing, writing of test cases
- An undergraduate degree in finance, accounting or a quantitative major
- Understanding of financial instrument static data and time series pricing
5
IB Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of IB analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for IB analyst
- Resolution of customer requests related to data analysis and reporting
- Development of new or existing reports to address customer requirements or internal business issues
- Characterization of reports for automation by technical teams
- Ongoing management of customer relationships and weekly meeting agendas
- Adherence to Service Level Agreements (SLA’s) related to request response, management, and resolution
- Function as liaison between internal technical teams and application users
- Documentation of process steps associated with report management
- Produce financial reporting and analysis for the BioActives Latin America leadership team, understanding and communicating key drivers and actions helping improve financial performance
- Drive periodic regional sales, controllable contribution and accounts receivable analysis and forecasting for IB business
- Coordinate with regional team driving completion of the Profit Objective (PO) budgeting process
Qualifications for IB analyst
- Awareness on current market issues
- Conceptual understanding of Risk Management and Control
- Resource Management and Prioritization of skills
- Experience in a corporate/SME or business banking environment
- Candidate with experience in corporate actions, asset servicing
- Knowledge and experience of using (but not limited to) Excel, Access, PowerPoint, Spotfire or Business Objects tools to design, update and maintain robust reports and associated processes