Investment analyst vs investment banker

Differences between investment analyst and investment banker duties and responsibilities

Investment analyst example responsibilities.

• Update weekly liquidity stress report and utilize VBA and SQL to automate the process
• Manage and update early engagement processes daily through SharePoint.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform financial analyses including discount cash flow, leverage buyout, public market comparable trading and precedent transaction-base valuations
• Participate in the asset management valuation committee and provide management oversight to accounting, legal, and operations personnel.
• Used JAVA to develop trading spread calculator.
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Investment banker example responsibilities.

• Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
• Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
• Attain NMLS identification number for mortgage origination.
• Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
• Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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