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Investment banker skills for your resume and career

Updated January 8, 2025
5 min read
Below we've compiled a list of the most critical investment banker skills. We ranked the top skills for investment bankers based on the percentage of resumes they appeared on. For example, 6.3% of investment banker resumes contained financial services as a skill. Continue reading to find out what skills an investment banker needs to be successful in the workplace.

15 investment banker skills for your resume and career

1. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how investment bankers use financial services:
  • Provided financial services to small American life science companies in transactions such as IPO, M&A, etc.
  • Develop creative means to customize financial services for customers through profiling and follow up.

2. Discounted Cash Flow

Discounted cash flow (DCF) is a form of analysis often used in real estate management and development, investment firms, and valuation of a company's finances or patents. This method attempts to predict the amount of funds one would receive after investing a certain amount of money into a project.

Here's how investment bankers use discounted cash flow:
  • Created corporate comparable analysis and Discounted Cash Flow Models Calculated firm valuations as well as analyzed financial statements
  • Performed valuation and transaction analyses using financial modeling, discounted cash flow analysis, and comparable trading and transaction statistics.

3. Capital Markets

Capital markets refer to venues, areas, or spaces where individuals and businesses have their investments and savings stored and the processes done between the suppliers who possess capital and others who need the capital. It majorly concerns raising money in dealing with bonds, shares, and any other long-term investments.

Here's how investment bankers use capital markets:
  • Addressed additional issues involving unwanted suitors, dissident shareholders, and current merger / capital market metrics.
  • Developed information memorandum for debt capital markets issuance for a leading micro-finance lender totaling over $20 Million.

4. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how investment bankers use financial statements:
  • Performed financial reporting by preparing monthly and quarterly financial statements, supporting documents, management reports and budget variance analysis.
  • Prepared and analyzed financial statements using QuickBooks.

5. Client Relationships

Here's how investment bankers use client relationships:
  • Develop and maintain private client relationships.
  • Utilized an extensive working knowledge and business acumen of financial markets to facilitate continuous improvement in service and client relationships.

6. Securities

Here's how investment bankers use securities:
  • Ensured client retention by providing strategic investment recommendations based on evaluation of analyst reports covering fixed income and equity securities.
  • Selected to represent Red Wood Securities at various conventions to introduce and promote investment opportunities in fixed income securities.

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7. Mergers

A merger is an agreement by two companies to combine and form a single entity voluntarily. The purpose of a merger is usually to increase the company's market share.

Here's how investment bankers use mergers:
  • Structured private placements, mergers and acquisitions strategic alliances
  • Assisted management to assure successful system compatibilities after mergers and acquisitions of other financial institutions.

8. Financial Models

Here's how investment bankers use financial models:
  • Produced dozens of offering memorandums, executive summaries, investor presentations, teasers, financial models and additional supporting material.
  • Prepared detailed valuations and financial models to analyze investment opportunities.

9. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how investment bankers use due diligence:
  • Prepared investment committee materials for potential investments that include financial analysis, market research, due diligence findings and returns analysis.
  • Performed due diligence and structured funding for corporations as corporate finance adviser.

10. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how investment bankers use real estate:
  • Maintained responsibility for raising equity capital for national, real estate limited partnerships from accredited investors.
  • Build strong residential and commercial real estate business through customer service and customer relationships.

11. Asset Management

Asset management describes the management of assets that are invested on behalf of various industries. It is the process of developing, operating, maintaining, and selling assets for profit and managing the money for individuals and companies through stocks, bonds, and cash equivalents, among other things.Alternatively, asset management enables a business to keep track of all of its assets, helps ensure correct depreciation rates, helps identify and manage risk, and removes ghost assets from business inventory.

Here's how investment bankers use asset management:
  • Achieved over one million dollars in total asset management.
  • Conduct ongoing financial analyses for financial partners, leasing activities, property and asset management in excess of 150M and reforecast..

12. Origination

Here's how investment bankers use origination:
  • Participated in the origination and execution of equity and debt transactions.
  • Participated in all phases of merger, acquisition, divestiture, high yield, and equity transaction origination and execution.

13. Private Equity

Private equity is a kind of investment that consists of capital that is not listed publicly. It involves funds such as pension funds and private investors that directly invest in private companies instead of indulging in public exchanges.

Here's how investment bankers use private equity:
  • Managed private equity investment and merger and acquisition efforts for private and publicly traded companies.
  • Identified and presented middle-market venture and buyout deals to private equity sponsors, venture capital firms and corporate strategic buyers.

14. Financial Institutions

Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.

Here's how investment bankers use financial institutions:
  • Corresponded with international financial institutions to verify accurate issue-specific voting requirements by country were met and submissions were confirmed.
  • Researched, interpreted, and summarized financial information for over 500 financial institutions.

15. Cash Management

Here's how investment bankers use cash management:
  • Collaborate with Head of Liquidity Distribution and Sales on strategic initiatives including the development and implementation on new cash management solutions.
  • Assisted with management of discretionary portfolios including portfolio re-balancing, cash management and trading.
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List of investment banker skills to add to your resume

Investment banker skills

The most important skills for an investment banker resume and required skills for an investment banker to have include:

  • Financial Services
  • Discounted Cash Flow
  • Capital Markets
  • Financial Statements
  • Client Relationships
  • Securities
  • Mergers
  • Financial Models
  • Due Diligence
  • Real Estate
  • Asset Management
  • Origination
  • Private Equity
  • Financial Institutions
  • Cash Management
  • Derivative
  • Investment Bank
  • Financial Analysis
  • Commercial Banking
  • Cash Flow Analysis
  • Advisory Services
  • Investment Management
  • Leveraged Buyout
  • Equities
  • Financial Reports
  • Institutional Clients
  • Fixed Income
  • Treasury
  • Buy Side
  • Leveraged
  • Bonds
  • Business Development
  • Cash Flow
  • SQL
  • Strategic Alternatives
  • Bank Products
  • DCF
  • Customer Relationships
  • Pitch Books
  • Mutual Funds
  • LBO
  • Private Placement
  • Corporate Clients
  • Market Research
  • Financial Products
  • Ipos

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.