Investment Banking Associate Job Description
Investment Banking Associate Duties & Responsibilities
To write an effective investment banking associate job description, begin by listing detailed duties, responsibilities and expectations. We have included investment banking associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Investment Banking Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Banking Associate
List any licenses or certifications required by the position: CPA, CMFAS, CFA, MS, MA, MBA
Education for Investment Banking Associate
Typically a job would require a certain level of education.
Employers hiring for the investment banking associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, MBA, Accounting, Business/Administration, Economics, Business, Mathematics, Finance/Accounting, Education, Engineering
Skills for Investment Banking Associate
Desired skills for investment banking associate include:
Desired experience for investment banking associate includes:
Investment Banking Associate Examples
Investment Banking Associate Job Description
- Play an integral role on investment banking teams
- Daily sign off on P&L
- Perform Ad-hoc analysis for internal meetings and coordination across multiple groups including finance, HR and compliance
- Management and administration of call reporting tool, measure track banker productivity
- Assist other team members in various ad hoc projects
- You will assist in the marketing and execution of M&A, equity and financing transactions
- Work within France GIB team and in close co-operation with global sector and products teams
- Assist in the development of relationships with, and generate revenue from, corporates and private equity clients operating / investing in France
- Proactively identify operational risks or control deficiencies in the business
- Financing transactions (primarily equity other financial instruments)
- Must be proficient with Outlook, Microsoft Office, Excel, Word, Power Point, Adobe Photoshop, Illustrator, Acrobat
- Project management mind-set and approach
- Ability to work in a fast past and high pressure environment
- Comfort and confidence interacting with Senior Leaders and management
- Extremely detail oriented and analytical
- Demonstrated job commitment including a willingness to work, personal flexibility and adaptability in order to meet client requirements
Investment Banking Associate Job Description
- Preparation of investment materials, management presentations, pitch materials, general client meeting materials
- Assisting in / overseeing the preparation of client presentations and deal documents
- Contributing ideas to internal and external meetings
- Assisting in coordinating live transaction processes and work streams
- Producing industry and company-specific research
- Developing financial models, conducting research and analyzing data to assist team members to advise clients
- Analytical, due diligence and transactional support with equity, debt, workout, Capital Structure Advisory, acquisition and new business opportunities
- Co-ordinate with Beijing-based colleagues for Chinese client related activities
- On-going mentoring and training of Analysts
- Construct detailed models that help establish suitable capital structures, financial covenants, and sensitivity to key variables
- Prior experience in TMT desired but not essential
- Sound analytical and financial modelling skills
- Sound deal execution experience from pitch to close
- Strong influencing skills with experience of providing guidance to and mentoring junior bankers in the same
- Fluent written/spoken Mandarin and English is a must
- Previous experience in Basic Materials is preferred
Investment Banking Associate Job Description
- Performing competitor analysis and market research as needed
- Coordinating with other areas of the firm, , Treasury Services and Corporate Banking, to leverage marketing opportunities for Investment Banking
- Interact with clients and credit adjudicators
- To assist in the marketing and execution of M&A, equity and financing transactions in the Infrastructure sector
- To assist in the development of relationships with, and generate revenue from, corporates and private equity clients focused on the Infrastructure sector
- Provide execution support for public equity offerings, mergers and acquisitions and other financial advisory services for clients across a number of sectors
- Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation
- Assist in annual budgeting and planning process
- Review expenses and follow up with bankers and group heads
- Help coordinate annual performance review process
- Deep knowledge of corporate finance, including mergers and acquisitions, and equity and debt capital raising transactions
- Strong knowledge of power and utility industry in North America
- Considered an asset to have completed Masters-level/MBA education
- CFA or equivalent designation is an asset
- Top class postgraduate degree or equivalent from leading universities
- Bachelor’s Degree in coursework in accounting, finance, economics and/or real estate, and excellent academic credentials
Investment Banking Associate Job Description
- Assist with junior banker comp planning (Associate/Analyst)
- Help lead, develop and administer Customer Relationship Management System for GIB (including Call Reporting, Automation of Pipeline revenue reporting and transparency for Group Heads)
- Provide underwriting of equity and debt capital, and strategic advisory services for leading corporations, institutions and governments throughout North America and around the world
- Design and develop tools to automate the creation and styling of pitchbook and deal execution documents
- The role requires collaboration with the other technology teams, both from a development maintenance perspective
- The candidate will work through the software development lifecycle on a range of projects mentioned above using various technologies including Java, C#, AngularJS, VSTO, WPF, SQL etc
- Leading execution of both transactions and origination projects
- Playing an important role in client relationships and coverage
- Leading complex financial models and analysis, including valuations and merger consequences
- Leading comprehensive and in-depth company and industry research in connection with strategic advisory work
- TMT sector experience would be an advantage
- Banking / Business related knowledge
- Japanese-English Bilingual a must
- Previous experience with DCF Modeling
- A general knowledge of and sensitivity to the current regulatory environment
- 6 years of closely related work experience and/or 3 years of investment banking experience
Investment Banking Associate Job Description
- Participation in the recruitment, development and training of junior resources
- Develop and manage client manage relationships
- Prepare client presentations and deliverables
- Prepare client presentations and final work products
- Perform industry and company research to support business development and on an ad-hoc basis
- Assist in coordinating information flow and execution with product groups
- Help the team to deliver solutions that bring to bear the full breadth of the bank's capabilities and its competitive advantages as a top tier bank
- Work closely with the Regional MDs, senior clients, lawyers and representatives from other investment banks
- Primary liaison with product and client coverage teams to plan multichannel marketing initiatives around thought leadership content
- Review thought leadership content for tone and voice and provide proofreading
- Minimum of 2-3 years of prior work experience, preferably in financial services
- Currently matriculated at a MBA or other graduate program and within two years of graduation
- Finance, accounting, mathematics undergraduate degree
- Extremely dedicated and motivated individual with high career aspirations, personal flexibility and adaptability in order to meet client deliverables and tight timelines
- MBA Degree with two (2) years of Associate level experience in Investment Banking
- Bachelor’s Degree in related field and a minimum of five (5) years of experience in Investment Banking