Investment Banker Job Description Template

Investment bankers advise corporations and/or governments on their capital markets affairs. This consists of raising money, corporate broking, and transactional services. They are expected to be experts at financial modeling, timeline management, and relationship building.


An investment banker is an advisor to corporations and/or governments, assisting with capital-raising needs. This entails the requirements of raising money via debt and equity, corporate broking, and transaction services (e.g., mergers & acquisitions).

Investment bankers are a well-leaned upon resource for executives in corporates and governments, due to their job scope encompassing virtually all of the respective entity’s capital market needs.

Great investment bankers combine strong analytical rigor with adept relationship management skills. They often begin their careers in time-intensive roles, compiling financial models and marketing collateral for transactions. As they progress, they become deal makers, soliciting new clients and winning remits to represent the firm on transactions.

An effective investment banker job description will begin by clearly stating the experience level of the position. For more junior roles, an emphasis will be on financial and technical skills, with an additional focus on soft skills that point towards resilience. For more senior roles, clear elaboration on sectoral and deal-specific expertise is paramount.

Investment Banker Job Description Template

Copy this template, and modify it as your own:

Company Introduction

Write a short and catchy paragraph about your company. Make sure to provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and everything else that you think makes your company a compelling career choice.

Job Description

We require an associate-level investment banker to join our Oil and Gas M&A team. Our practice is growing rapidly and has expanded across geographies in recent years, giving rise to an increase in headcount. The team is diverse and the work is fast-paced. We can offer an unparalleled environment for an ambitious investment banker to expand their deal experience and be at the front of new trends in the industry.


  • Prepare industry research & marketing materials to win work and boost business presence in client markets.
  • Assist and lead execution of complex client buy-side and sell-side deals and fundraising activities.
  • Provide detailed financial analysis, models, and strategic advice to clients and senior colleagues.
  • Prepare and deliver client presentations in a clear and compelling manner.
  • Represent the firm at networking and industry events.
  • Act as a mentor and role model to the more junior members of the team.


  • 4+ years experience in M&A investment banking or corporate finance accounting within the following entities: an investment bank, a lead advisory boutique, or M&A departments of accounting/consulting firms.
  • Transaction experience within the [energy] sector.
  • You should have a strong academic background (a minimum of Bachelor’s degree) from a respected university.
  • Relevant qualifications such as ACA or CFA memberships would be advantageous.
  • Ability to ensure deliverables are met and work is to standard.
  • Fluent in English. The ability to communicate effectively in multiple languages would also be helpful.
  • Knowledge of basic accounting and financial concepts, with the ability to analyze and value businesses thoroughly.
  • Strong analytical and modeling skills.
  • A positive, highly motivated personality, exhibiting strong leadership and management qualities.
  • Strong understanding of professional ethics and regulatory environment.
  • Ability to effectively prioritize and handle multiple tasks under tight deadlines.

Recent Investment Banker Articles by Toptal Finance Experts

Hire a Top Investment Banker Now

Small business owners, private equity firms and investment banking firms hire investment bankers from Toptal for strategic projects such as capital raises, mergers and acquisitions, financial modeling, and due diligence.

See Their Profiles

Travis Borden

Freelance Investment Banker

United StatesFreelance Investment Banker Since September 3, 2017

Travis was part of the founding team at Moelis & Co., a $2.5 billion global investment bank, and has 18 years of experience advising clients on $40+ billion of M&A, capital raising, and restructuring transactions. In 2015, he founded a socially responsible advisory firm, Keene Advisors, named "Best for the World" 2017-2019. Travis joined Toptal to expand his network and share his expertise advising companies from startups to Fortune 500 firms.

Show More

Carlos Barrozzi

Freelance Investment Banker

United StatesFreelance Investment Banker Since February 27, 2017

Carlos, a CFA Charterholder, has extensive investment banking and principal investing experience at BofA Merrill Lynch and Resiliens Capital. He has advised and invested in $4+ billion of equity and credit investments across both North America as well as emerging markets. He consults to meet fascinating investors, managers, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.

Show More

Sebastian Lieb, CFA

Freelance Investment Banker

GermanyFreelance Investment Banker Since June 18, 2018

Sebastian is a seasoned finance professional with over ten years of experience working with technology companies in an operating role, as an investor, and as an advisor. His core strengths are project management, financial modeling (LBO, DCF, merger), valuation, investor presentations, and due diligence (market, strategy, competitors).

Show More

Paul Huffman

Freelance Investment Banker

United StatesFreelance Investment Banker Since July 24, 2019

Paul has completed 90 investment banking assignments with an aggregate value of over $3 billion during a 20-year investment banking career. Paul is also the founder and manager of several start-ups, including driving growth to the INC 500 list at Commodore Leasing, LLC from formation to #193 in 2016. As a freelancer, Paul brings clients his investment banking experience combined with start-up and operating background.

Show More

George Mathew

Freelance Investment Banker

United StatesFreelance Investment Banker Since July 14, 2019

George has worked on M&A, IPO, and fixed income transactions with a cumulative deal value of $20+ billion at renowned Wall Street banks including Salomon Brothers and Morgan Stanley. A Fulbright scholar, George is active in the fintech startup sector and was on the management committee of Houston’s largest independent bank. At Toptal, he enjoys refining business models and optimizing financing structures to maximize flexibility and profitability.

Show More

Greg Barasia, CFA

Freelance Investment Banker

United StatesFreelance Investment Banker Since August 3, 2019

Greg has executed over $20 billion of transactions from seed-stage venture investments to large corporate buyouts. His experience spans the capital structure and includes time at Lazard Frères and some of the top private investment firms on Wall Street. He has worked as as a fractional CFO, M&A and financing advisor, and board member. Greg enjoys freelancing as it allows him to work with a wider variety of clients and company maturities.

Show More

Marc Howland

Freelance Investment Banker

United StatesFreelance Investment Banker Since May 16, 2019

Marc is a Harvard Business School graduate with honors, a former investment banker from Goldman Sachs, and private equity investor at The Carlyle Group. He has helped execute more than $70 billion worth of global M&A and financing transactions in the tech, media, telecom, infrastructure and sports facility finance markets. Marc enjoys freelancing to contribute his knowledge and skills to others while working on his own early-stage ventures.

Show More

Amit Thakur

Freelance Investment Banker

United StatesFreelance Investment Banker Since April 19, 2019

Amit is a highly successful, and sought-out financial advisor in M&A, debt and equity raising, and strategic finance deals totaling $35 billion. He established Standard Chartered's U.S. M&A business, and led Morgan Stanley's Indian FIG group, advising and mentoring companies, ranging from startups to MNCs, globally. Amit now independently advises a broad spectrum of clients on critical financial and business development initiatives.

Show More

Stefano Sironi

Freelance Investment Banker

United KingdomFreelance Investment Banker Since March 22, 2019

An investment banker turned entrepreneur, Stefano has executed over £15 billion of M&A and capital raising transactions while working as an associate at Merrill Lynch and as M&A manager at a leading technology company. Today, Stefano enjoys advising clients on fund-raising and executing M&A transactions by leveraging his experience in investment banking, technology, and entrepreneurship.

Show More

Sign up now to see more profiles.

Start Hiring

Toptal Connects the Top 3% of Freelance Talent All Over The World.

Join the Toptal community.