Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Become An Investment Banking Analyst

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.

Working As An Investment Banking Analyst

  • Analyzing Data or Information
  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $70,000

    Average Salary

What Does An Investment Banking Analyst Do

An Investment Banking Analyst reviews and analyzes data for investment banking portfolios. They work with individuals and businesses to suggest potential investments for their clients.

How To Become An Investment Banking Analyst

Financial analysts typically must have a bachelor’s degree, but a master’s degree is often required for advanced positions.

Education

Most positions require a bachelor’s degree. A number of fields of study provide appropriate preparation, including accounting, economics, finance, statistics, and mathematics. For advanced positions, employers often require a master’s degree in business administration (MBA) or a master’s degree in finance. Knowledge of options pricing, bond valuation, and risk management are important.

Licenses, Certifications, and Registrations

The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. It requires licenses for many financial analyst positions. Most of the licenses require sponsorship by an employer, so companies do not expect individuals to have these licenses before starting a job.

Certification is often recommended by employers and can improve the chances for advancement. An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelor’s degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.

Advancement

Financial analysts typically start by specializing in a specific investment field. As they gain experience, they can become portfolio managers, who select the mix of investments for a company’s portfolio. They can also become fund managers, who manage large investment portfolios for individual investors. A master’s degree in finance or business administration can improve an analyst’s chances of advancing to one of these positions.

Important Qualities

Analytical skills. Financial analysts must process a range of information in finding profitable investments.

Communication skills. Financial analysts must explain their recommendations to clients in clear language that clients can easily understand.

Computer skills. Financial analysts must be adept at using software packages to analyze financial data, see trends, create portfolios, and make forecasts.

Decisionmaking skills. Financial analysts must provide a recommendation to buy, hold, or sell a security.

Detail oriented. Financial analysts must pay attention to details when reviewing possible investments, as small issues may have large implications for the health of an investment.

Math skills. Financial analysts use mathematical skills when estimating the value of financial securities. 

To be successful, financial analysts must be motivated to seek out obscure information that may be important to the investment. Many work independently and must have self-confidence in their judgment.

Show More

Show Less

Investment Banking Analyst jobs

Add To My Jobs

Investment Banking Analyst Demographics

Gender

  • Male

    66.8%
  • Female

    23.5%
  • Unknown

    9.7%

Ethnicity

  • White

    56.1%
  • Asian

    32.1%
  • Hispanic or Latino

    7.4%
  • Unknown

    3.3%
  • Black or African American

    1.1%
Show More

Languages Spoken

  • Spanish

    22.6%
  • Mandarin

    20.3%
  • Chinese

    16.9%
  • French

    11.1%
  • Russian

    3.4%
  • Italian

    3.4%
  • Hindi

    3.1%
  • Korean

    3.1%
  • Japanese

    2.7%
  • Portuguese

    2.3%
  • German

    2.3%
  • Cantonese

    1.9%
  • Arabic

    1.9%
  • Swahili

    0.8%
  • Gujarati

    0.8%
  • Indonesian

    0.8%
  • Malay

    0.8%
  • Bulgarian

    0.8%
  • Urdu

    0.8%
  • Vietnamese

    0.4%
Show More

Investment Banking Analyst

Unfortunately we don’t have enough data for this section.

Investment Banking Analyst Education

Investment Banking Analyst

Unfortunately we don’t have enough data for this section.

Job type you want
Full Time
Part Time
Internship
Temporary

Real Investment Banking Analyst Salaries

Job Title Company Location Start Date Salary
Investment Banking Analyst Cypress Holdings LLC New York, NY Sep 18, 2015 $95,576 -
$105,576
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY Jan 09, 2016 $95,000
Investment Banking Analyst Sawaya Segalas & Co, LLC New York, NY Jan 07, 2016 $95,000
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY Aug 11, 2015 $95,000
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY Jan 09, 2016 $90,000
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY Nov 08, 2015 $90,000
Investment Banking Analyst Citigroup Global Markets Inc. Los Angeles, CA Nov 08, 2015 $90,000
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY May 10, 2015 $90,000
Investment Banking Analyst Cowen and Company, LLC San Francisco, CA Apr 01, 2016 $90,000
Investment Banking Analyst SG Americas Securities, LLC New York, NY Jul 28, 2016 $90,000
Investment Banking Analyst (2) William Blair & Company, LLC Chicago, IL Oct 08, 2016 $90,000
Investment Banking Analyst Tudor, Pickering, Holt & Co. Management, LLC Houston, TX Aug 28, 2016 $85,000
Investment Banking Analyst Lazard Middle Market LLC New York, NY Jul 28, 2016 $85,000
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY Nov 08, 2015 $85,000
Investment Banking Analyst Lazard Middle Market LLC Minneapolis, MN Jan 10, 2015 $85,000
Public Finance Investment Banking Analyst Barclays Capital Inc. New York, NY Oct 19, 2015 $85,000 -
$95,000
Investment Banking Analyst Deloitte Corporate Finance LLC Charlotte, NC Jul 15, 2016 $85,000
Investment Banking Analyst Forefront Capital Markets, LLC New York, NY Sep 09, 2016 $83,480
Investment Banking Analyst Berenson & Company, LLC New York, NY Aug 28, 2016 $80,000
Investment Banking Analyst Blackarch, Inc. Charlotte, NC Sep 02, 2015 $80,000
Investment Banking Analyst Marathon Capital LLC Chicago, IL Aug 25, 2016 $80,000
Investment Banking Analyst Westbury Group LLC Westport, CT Feb 01, 2015 $80,000
Investment Banking Analyst Griffin Securities, Inc. New York, NY Jan 09, 2016 $78,000
Investment Banking Analyst Deloitte Corporate Finance LLC Los Angeles, CA Jul 15, 2016 $75,000

No Results

To get more results, try adjusting your search by changing your filters.

Show More

Top Skills for An Investment Banking Analyst

FinancialModelsEquityOfferingsDueDiligenceProcessDebtOfferingsDCFComparableCompanyAnalysisPrecedentTransactionAnalysisPitchBooksValuationAnalysesSell-SideMLBOSaleIPOMergerModelsManagementPresentationsBuy-SideMATransactionsHealthcareAssetConfidentialInformationMemorandum

Show More

Top Investment Banking Analyst Skills

  1. Financial Models
  2. Equity Offerings
  3. Due Diligence Process
You can check out examples of real life uses of top skills on resumes here:
  • Developed financial models and company valuations, marketing materials, management presentations, and all deliverables related to the banking process.
  • Completed $500M of equity offerings for computer hardware and contract manufacturing businesses.
  • Research and identify financial and strategic buyers and manage due diligence process.
  • Executed over $4.5 billion of transactions including acquisitions, joint ventures, equity and debt offerings.
  • Worked on live deals creating valuations using public company comparables, precedent transactions, and DCF analysis.

Top Investment Banking Analyst Employers

Investment Banking Analyst Videos

Day In The Life – Intern

Day in the Life of a Corporate Banker | J.P. Morgan

×