Investment Banker Job Description: Top Duties and Requirements

An Investment Banker, also known as a Banker or Personal Banker,  helps individuals and companies raise capital by buying and selling stocks, bonds, and other securities. Their duties include building long-term relationships with investors to understand their financial goals. They also complete customer’s buy and sell investment orders, such as stocks or mutual funds, and monitor financial portfolios.

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Investment Banker duties and responsibilities

An Investment Banker works on behalf of their clients to invest and raise capital through the profit of buying and selling securities, and other investment products. Some of the duties and responsibilities of an Investment Banker may include:

  • Create and analyze investment strategies for individuals investors, banks, trust companies, and other financial institutions
  • Create long-term relationships with investors to develop financial goals
  • Research various financial publications, stock and bond reports, and other financial periodicals to determine trends and movement of investments
  • Complete customer requests to buy and sell stocks, bonds, treasury bills, mutual funds, and other securities
  • Manage and monitor investment portfolios of clients, and provide advice and guidance based on performance

Investment Banker Job Description Examples:


Investment Banker

"Job Description: Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes serving corporations, governments, institutions and individuals around the world. In Canada, Bank of America has a strong market position on which to continue to build, as well as a clear commitment to the market. Description Bank of America’s Investment Banking team is dedicated to understanding the unique competitive and operating environments of our clients and leveraging the full resources of our company to help achieve their strategic and financial objectives. In Canada, we focus on a range of clients, including those in Diversified Industries, Technology, Media & Telecom, Consumer & Retail, Energy & Power, and Metals & Mining, among others. Our award winning execution stems from a team-based approach and Canadian bankers work closely with product and industry specialists from around the globe to develop creative solutions for our clients. We set ourselves apart by establishing enduing relationships and then delivering innovative ideas, strategies, analysis and advice across a large universe of products and geographies. Overview of Role We have an exciting opportunity to join our Calgary office working closely with senior and junior bankers to help orchestrate strategic advisory and capital raising transactions across the Global Energy & Power sector. Bank of America Merrill Lynch provides valuable analytical based work experience that is focused on the financial markets and visibility with clients as a representative of a top tier global investment bank. Responsibilities Marketing, executing and structuring investment banking mandates focused on strategic and capital markets transactions Overseeing and/or developing complex financial models Conducting comprehensive and in-depth company and industry research Preparing presentations and other materials for clients Providing oversight and guidance to Analysts’ work Participating in due diligence sessions Communicating and interacting with deal team members Managing several projects at once and working effectively as an individual and as part of a team Performing various financial analyses, including valuations and merger analysis Providing mentorship and training to junior team members Qualifications Completion of a Bachelors’ or Masters’ degree with a focus on finance, accounting, or a technical discipline (engineering, geology, etc.) Financial, accounting and/or Energy (Oil & Gas, Power or Utilities) related work experience Investment Banking experience preferred but not required A track record of superior performance in extracurricular and professional activities Strong quantitative/analytical skills, attention to detail and client focus Strategic and creative thinking; distinguished written and verbal communications skills Assertiveness, initiative, leadership, strong work ethic, team focus Ability to learn quickly and take on new Dedication to building a career in the Investment Banking industry Enrolment or completion of a CFA designation or MBA are considered an asset What Bank of America Offers Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees. Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization. Bank of America is an Equal Opportunity Employer. Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position. Job Band: H6 Shift: Hours Per Week: 37.5 Weekly Schedule: Referral Bonus Amount: 0"

Investment Banker

"Job Description Sager Education Inc., a large education institution registered by the federal government of Canada, is looking to hire several *Experienced French Instructors *working part-time for both of our Vancouver and West Vancouver location (Temporarily online). Sager Education Inc. focus on science and engineering cultivation for students at different age group in a positive and encouraging environment. Training and teaching materials will be provided, and instructors are expected to provide the supportive and professional lectures based on students’ strengths and specific problems. We provide: * Flexible working hours (Part-time) * Friendly working environment * Opportunity for skill development * $20 - $40/hour, could be negotiated during interview depending on experience *Required Education, Skills and Qualifications* * Previous teaching and tutoring experience with students * French Teaching and Tutoring experience should be more than 1 year * Familiar with French Courses, IB AP related teaching experience preferred * Passion about French teaching * Have experience teaching G7-G12 kids and be able to help students achieve their academic goals * Ability to teach both group class and one-on-one class Contract length: 12 months Application deadline: 2021-06-25 Expected start date: 2021-07-05 Job Types: Part-time, Contract Salary: $20.00-$40.00 per hour Schedule: * On call COVID-19 considerations: Mask, hand sanitizer, practicing physical distance. Education: * Bachelor's Degree (preferred) Experience: * Teaching: 1 year (preferred) * OCT (preferred) Work remotely: * No"

Investment Banker

"Senior High Teacher (Eng 12, Pre IB Eng, Drama 10 (PVEC) South Shore Regional Centre for Education The South Shore Regional Centre for Education (SSRCE) practices the culturally responsive pedagogy approach in providing an inclusive, diverse, equitable, safe and healthy education that supports learning and success both personally and academically to the 59,000 residents of Lunenburg and Queens Counties, an area of 5,250 square kilometres and a total of 23 schools. Regional Centres for Education have Employment Equity Policies and/or processes and we actively encourage applications from under-represented groups, particularly people of African Nova Scotian, African Canadian and African ancestry and Mi’kmaw/Indigenous ancestry. Please ensure that you complete the self-identification portion on the position application. Senior High Teacher - Substitute - Req# 53381-57743 - 59321 Date: June 11, 2021 Location: Bridgewater, NS, CA, B4V 1C4 Title: Senior High Teacher (Eng 12, Pre IB Eng, Drama 10) Reports to: School Administrator Location: Park View Education Centre Application Deadline (mm/dd/yyyy): 06/14/2021 at 11:59pm. Effective Date(s) (mm/dd/yyyy): 08/01/2021 to 10/26/2021 Position Type: 100% Substitute Description: The Senior High Teaher is responsible for teaching and providing support to students within the South Shore Regional Centre for Education. The Teacher will work within the Inclusive Education Policy framework by participating in individualized program planning with school staff and families to maximize learning experiences for students. Qualifications & Experience: Valid Nova Scotia Teacher Certification Bachelor of Education - Secondary University education in English Language Arts OR a minimum of three (3) years of experience teaching a minimum of 50% English Language Arts within the last seven (7) years with positive performance appraisals and/or references Desired Qualifications and Experience Professional development in English Language Arts Experience teaching English Language Arts grades 10-12 Excellent communication (written and oral and electronic), problem solving and interpersonal skills; Ability to collaborate with school and inter-agency teams to support early intervention strategies, coordination of services, problem solving and program planning; Proven ability to work as a contributing member of school program planning and teams; Ability to apply knowledge, experience and commitment in the areas of culturally responsive pedagogy; Current knowledge of developmental trauma, the impact on learning, communication and social engagement throughout the lifespan; An interest and willingness to engage in continuing education and professional development; Ability to apply training and experience to develop, implement, and monitor individualized programs and teaching strategies based on the individual needs of students; Ability to employ non-violent crisis intervention techniques; Ability to demonstrate teaching strategies and coach school staff as needed; Ability to maintain and promote confidentiality as the norm; Experience in planning and developing training and professional learning opportunities related to students with behaviours of concern; Proven ability to communicate and work alongside diverse cultural and racial backgrounds. Demonstrated ability to value the voice and contribution of others while remaining open to corrective criticism. Completion of WHMIS and First Aid, or willingness to obtain upon hire. Only shortlisted applicants will be contacted. Security Checks: The South Shore Regional Centre for Education requires that all newly hired employees provide a satisfactory Child Abuse Register Check and Criminal Record / Vulnerable Sector Checks. If you have current ones less than 3 months old you can attach these checks to your profile / resume. To apply please complete the online profile/resume. You can attach a resume to your profile, security checks, and reference letters if applicable (Please note: Failure to include your references will cause delay in processing your application.) We thank you for your interest in the posted vacancy. The appointment to this vacancy will be according to Article 47 of the Teachers Provincial Agreement. Job Segment: Teacher, Education"

What does an Investment Banker do?

Financial companies typically employ Investment Bankers to analyze, evaluate, and complete the buying and selling of stocks, bonds, and other investments for private or corporate clients. They may specialize in one particular area, such as mutual funds, or cover a range of different products. Often an Investment Banker is employed with an investment company, a brokerage firm, or stock exchange.

An Investment Bankers’ day-to-day duties include a wide range of activities, such as meeting with potential clients, reviewing financial reports and documents, completing buying and selling transactions, and providing portfolio growth presentations.

Investment Banker skills and qualifications

A successful Investment Banker has exceptional analytical skills for financial and economic outcomes. They must remain up-to-date on investment opportunities for their clients, and understand trends and financial predictions. Strong interpersonal skills are essential to working within a team, as well as individually with clients. Top skills for Investment Bankers include:

  • Ability to analyze economic information and project outcomes of financial investments
  • Strong communication skills to develop relationships with investors
  • Desire to build a network within the financial industry to maintain skills and training
  • Research and analytical skills to determine the financial risk of products
  • Ability to maintain licensing within the province of operation
  • Ability to maintain the highest ethical, legal, and regulatory standards

Investment Banker experience requirements

A strong foundation and knowledge in stocks, bonds, treasury bills, mutual funds, foreign currency, and other securities are beneficial for all Investment Banker positions. Experience within an investment company, stock brokerage firm, or another financial institution is generally a standard requirement for the role. A successful Investment Banker usually has experience dealing with private investors, banks, pension fund managers, trust companies, and insurance firms.

Investment Banker education and training requirements

An Investment Banker typically requires a Bachelor’s or Master’s degree in business, finance, or another related discipline such as accounting. To sell securities as a representative or broker, the candidate must hold a licence granted by the relevant provincial securities commission. The candidate must also have federal licensing by completing both the Canadian Securities Course (CSC) and the Registered Representative Manual Exam offered by the Canadian Securities Institute.

Job description samples for similar positions

If an Investment Banker is not quite what you are looking for, other job description samples include:

Investment Banker job description FAQs

What qualities make for a good Investment Banker?

Some of the top qualities among successful Investment Bankers are outstanding communication skills, the ability to work within tight deadlines to buy and sell securities effectively, and being able to assess financial risk. Also, having strong organizational and time management skills that allow for prioritization are vital qualities of a good Investment Banker.

What should you look for in an Investment Banker resume?

One of the critical things to look for in a resume when hiring an Investment Banker is whether they have proper training to secure a licence within the province or territory where they will be working. Other things to consider are the success of the previous financial portfolios they managed, the clients they represented, and the types of financial products they have experience with.

How can you make your Investment Banker job description stand out?

It’s important to be clear about the type of company you’re hiring for. Clearly describe whether the company is an investment brokerage, insurance or pension company, or other financial institution such as a bank or credit union. Describe specifically what type of investments the candidate would be responsible for, and the clients your company represents. For example, explain whether your company represents private individual investors or large trust companies.

Job Description Examples

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