đź“– The PathMatch Guide to

Investment Banking

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We're still working on this Career Path.
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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)

Growth Path

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

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

Teams You'll Work With

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


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


Vice President
Director / SVP / MD

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.


Job Stability Score

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


Prestige Score

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

The future of work is here.

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