Bank analyst vs investment banking analyst

Differences between bank analyst and investment banking analyst duties and responsibilities

Bank analyst example responsibilities.

• Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
• Redesign PowerPoint reports to show more with less effort.
• Complete formal credit training and rotations in high yield securities, private placements of debt, and middle market lending.
• Structure and analyze cash flows for mortgage-backed securities in housing finance transactions.
• Partner with business units to establish a collaborative relationship and cultivate an ERM culture.
• Conduct KYC CIP reviews for domestic and foreign individual and business accounts and compare expected activity to actual activity.
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Investment banking analyst example responsibilities.

• Organize and maintain client leads in SalesForce.
• Used SQL language to manipulate, extract and manage financial and customer data.
• Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
• Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
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