The PathMatch Guide to

Investment Banking

A Day in the Life

Investment Bankers essentially serve as the middleman between companies and potential investors. Investment bankers typically advise their clients and other companies on corporate-level transactions, which can range from mergers and acquisitions to equity issuances. Through these financial services, investment bankers hope to create strategies to raise capital and the economic worth of their clients. Some of their daily tasks include working with various departments to identify and pursue clients, reducing the amount of risk involved with financial transactions, and closing deals.

Work Responsibilities

  • Detailed Financial Modeling: construct and maintain complex financial models
  • Valuation Analyses: create and maintain precedent transactions, public trading comparables, and merger models
  • Marketing Materials: Prepare presentations, pitch books, teasers, and confidential information memoranda, and other marketing materials
  • Client Interaction: Participate in all phases of the transaction process (including the initial pitch, client meetings during materials preparation, meetings with potential investors/buyers during marketing & due diligence, and helping to maintain the client relationship post-close)

Skills You'll Need

  • Analyzing and interpreting complex sets of data in order to develop financial models and strategies 
  • Identifying trends within the financial markets 
  • Performing financial analysis and risk management 
  • Excellent Communication and Leadership skills 
  • Superb problem-solving skills in order 
  • Intermediate understanding of Excel
  • Strong understanding of financial statements
  • Strong quantitative and analytical skills
  • Outstanding organizational skills with proven ability to multitask in a fast-paced environment
  • Outstanding writing skills including the ability to synthesize key investment merits
  • Strong project management - ability to manage a variety of transactions and projects simultaneously with extreme attention to detail
  • Ability to professionally interact with a blue-chip roster of clients, strategic acquirers, and financial sponsors

Industries You'll Work In

Financial Services

The Network You'd Build

Here are a few real-word examples of jobs and people working in this industry right now.

Example Jobs

Investment Banking Associate at Janney Montgomery Scott

Investment Analyst at Apollo Global Management

Investment Banking Analyst at Cowen

Investment Banking Associate (Technology) at Deutsche Bank

Real World Professionals

Investment Banking Analyst

Investment Banking Associate

Investment Banking Associate

Investment Banking Associate

Managing Director of Consumer and Retail Investment Banking

Director of Investment Banking

Growth Path

  1. Analyst
  2. Associate
  3. Vice President
  4. Director / SVP / MD
7
/10

Demand for Talent

  • One of the most in-demand positions within the financial services industry
  • Demand has steadily risen for this role and jobs in the financial services and commodities industry are projected to grow by 10% by 2024
  • Because investment banking is a prestigious and competitive industry, top-tier companies are always looking to hire talented professionals

Compensation

$85K-95K
Analyst
$140K-180K
Associate
$200K-$300K
Vice President
$250K-$600K
Director / SVP / MD

Teams You'll Work With

Investment Bankers work with internal client service teams and external clients.

5
/10

Work/Life Balance Score

Work/life balance is when someone equally prioritizes their career and their personal life. This balance can vary greatly from one career to the next.

7
/10

Job Stability Score

Job stability is about more than your experience and career. As industries decline, so do the jobs in them.

10
/10

Prestige Score

Job stability is about more than your experience and career. As industries decline, so do the jobs in them.

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