Investment Banking

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.

Share

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.

Responsibilities

  • 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.

Skills

  • 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 Banking 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 Banking Since September 5, 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

Paul Huffman

Freelance Investment Banker
United StatesFreelance Investment Banking Since November 6, 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 Banking Since September 30, 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

Marc Howland

Freelance Investment Banker
United StatesFreelance Investment Banking Since July 19, 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

Stefano Sironi

Freelance Investment Banker
United KingdomFreelance Investment Banking Since June 3, 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

Tobias Buck

Freelance Investment Banker
United KingdomFreelance Investment Banking Since April 7, 2020

Tobias is a private equity investor and board advisor who has invested, raised, and refinanced more than $4 billion throughout his career across the entire company life cycle from seed round start-ups to late-stage buyouts across Europe/US, and various industries. He combines highly analytical thinking with a very structured work approach and a passion for the creative fields. He connects easily with people valuing high IQ/EQ environments.

Show More

Trevor Davis

Freelance Investment Banker
CanadaFreelance Investment Banking Since February 21, 2019

Trevor is an experienced entrepreneur and banker with a background in business plan development, financial modeling, M&A, capital raising, and business valuation. He has worked and advised clients across many industries. Trevor has worked on over $5 billion of M&A and financing transactions and has advised clients ranging from early-stage startups to multi-billion dollar businesses.

Show More

Ryan Kuhn

Freelance Investment Banker
United StatesFreelance Investment Banking Since April 3, 2020

Ryan is an investment banker, private equity investor, and entrepreneur with experience across industries, including the industrials, energy, transportation and logistics, healthcare, and technology sectors. He has completed over US $5 billion in aggregate M&A and financing transaction value. Ryan enjoys working with entrepreneurs, corporations, and private equity clients to help create value.

Show More

Neil Portus | CFA, CMA

Freelance Investment Banker
United StatesFreelance Investment Banking Since March 17, 2017

Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.

Show More

Jay Schiff

Freelance Investment Banker
United StatesFreelance Investment Banking Since February 14, 2019

Jay is a 25-year private investment professional experienced in capital raising, deal sourcing, underwriting, capital markets, portfolio management, and restructuring. As the regional head of middle-market finance at Merrill Lynch and president of Centre Lane Investment Corp., he has invested $864 million in middle-market companies. Jay consults on corporate finance advisory issues while leading an angel-funded medical device business as a co-founder and CEO.

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.