What is an investment banker and how to become one

Key steps to become an investment banker

1. Explore investment banker education requirements

   Most common investment banker degrees

   Bachelor's

   69.1 %

   Master's

   19.4 %

   Associate

   5.9 %

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2. Start to develop specific investment banker skills

   Skills	Percentages
   Financial Services	6.25%
   Discounted Cash Flow	5.91%
   Capital Markets	5.79%
   Financial Statements	5.53%
   Client Relationships	4.16%

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3. Complete relevant investment banker training and internships

   Accountants spend an average of 3-6 months on post-employment, on-the-job training. New investment bankers learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an investment banker based on U.S. Bureau of Labor Statistics data and data from real investment banker resumes.

4. Research investment banker duties and 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.

5. Prepare your investment banker resume

   When your background is strong enough, you can start writing your investment banker resume.

   You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on an investment banker resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

   Choose from 10+ customizable investment banker resume templates

   Build a professional investment banker resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your investment banker resume.
   

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6. Apply for investment banker jobs

   Now it's time to start searching for an investment banker job. Consider the tips below for a successful job search:

   1. Browse job boards for relevant postings
   2. Consult your professional network
   3. Reach out to companies you're interested in working for directly
   4. Watch out for job scams