Investment Banker
Job Description Template

Investment Banker Job Description - Image

Job Overview

We are looking for an Investment Banker to assist clients to raise capital and evaluate companies.

As an Investment Banker, your duties include

  • analyze financial statement

  • create financial models

  • Spot problems and recommend solutions.

You will be in charge of a viable analysis, sound judgment, quantitative aptitudes, and underwriting. You should review banking transactions and closing finance deals. 

You should be comfortable to endorse underwriting methods and directions. You will also be required to prepare presentations, assist, advise and guide senior staff members.

If you are a superb communicator and capable to work in a dynamic environment, we'd be pleased to meet you. 


  • Research, examine and interpret financial data and market patterns.

  • Lead vital researches and due diligence examinations.

  • Issue debt and pitch private equity value to raise capital.

  • Oversee IPOs and private value situations.

  • Find and close potential speculators and investors.

  • Offer expert exhortations on financial services, investment strategies, and techniques.

  • Anchor mergers and acquisitions (M&A) in the interest of customers.

  • Work smoothly with the investment bank analyst and maintain a positive work environment.

  • Purchase and offer speculations and stock in the interest of customers.

  • Assist customers with the development of corporate or individual to undertake and its expansion benefits.

  • Encourage mergers and acquisitions.

  • Provide assistance for corporate restructure to examine risks and offer financial matters for the preparation of reports, modeling, and forecasting.


  • BS/BA in Business Administration, Finance, or relevant field degree.

  • Proven 10+ years of work experience as an Investment Banker, Financial Analyst, Financial Specialist or a similar role.

  • A Certified Public Accountant( CFA ) will be preferred.

  • Strong understanding of concepts like the LBO Model, Corporate finance and Fixed income Securities is necessary.

  • Proficiency in discounted cash flow Valuations.

  • Excellent modeling, research, valuation, forecasting, and market development skills.

  • Strong knowledge of financial modeling software and regulations of M&As.

  • Ability to work full time for long working hours.

  • Outstanding verbal and written communication skills.

  • Ability to work under pressure and prioritize tasks.

  • Outstanding analytical, interpersonal and organizational skills.

  • Excellent problem solving and networking skills.

  • Strong work ethics.

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Zulma Velasquez, Talent Acquisitions Manager at Jar House LLC
Zulma Velasquez
Jar House, United States
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