Investment analyst vs investment banking analyst

Differences between investment analyst and investment banking analyst 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 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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