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What are the responsibilities of an investment banking professional? - Investment Certification Institute

What are the responsibilities of an investment banking professional?

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Investment Banking CertificationQuestion: What are the responsibilities of an investment banking professional?

Answer: The responsibilities of an investment banker vary somewhat by the banker’s job level. At the entry-level (analysts and associates), the main responsibilities are executing transactions and pitches (presentations for new business) as directed by the more senior members of their group. Such execution is likely to focus on valuation work, financial modeling, preparing offering memos, and creating pitch books. More senior members of an investment banking group are responsible for generating business and interacting with clients. All bankers have a responsibility to act as admirable representatives of their firm. Additionally, many bankers play a role in recruiting new bankers.

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