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Become An Investment Banking Analyst

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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

  • $77,098

    Average Salary

What Does An Investment Banking Analyst Do

Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

Duties

Financial analysts typically do the following:

  • Recommend individual investments and collections of investments, which are known as portfolios
  • Evaluate current and historical financial data
  • Study economic and business trends
  • Examine a company’s financial statements to determine its value
  • Meet with company officials to gain better insight into the company’s prospects
  • Assess the strength of the management team
  • Prepare written reports

Financial analysts evaluate investment opportunities. They work in banks, pension funds, mutual funds, securities firms, insurance companies, and other businesses. Financial analysts are also called securities analysts and investment analysts.

Financial analysts can be divided into two categories: buy-side analysts and sell-side analysts.

  • Buy-side analysts develop investment strategies for companies that have a lot of money to invest. These companies, called institutional investors, include mutual funds, hedge funds, insurance companies, independent money managers, and nonprofit organizations with large endowments, such as some universities.
  • Sell-side analysts advise financial services sales agents who sell stocks, bonds, and other investments.

Some analysts work for the business media or other research houses, which are independent from the buy and sell side.

Financial analysts generally focus on trends affecting a specific industry, geographical region, or type of product. For example, an analyst may focus on a subject area such as the energy industry, a world region such as Eastern Europe, or the foreign exchange market. They must understand how new regulations, policies, and political and economic trends may affect investments.

Investing is becoming more global, and some financial analysts specialize in a particular country or region. Companies want those financial analysts to understand the language, culture, business environment, and political conditions in the country or region that they cover.

The following are examples of types of financial analysts:

Portfolio managers select the mix of products, industries, and regions for their company’s investment portfolio. These managers are responsible for the overall performance of the portfolio. They are also expected to explain investment decisions and strategies in meetings with stakeholders.

Fund managers work exclusively with hedge funds or mutual funds. Both fund and portfolio managers frequently make buy or sell decisions in reaction to quickly changing market conditions.

Ratings analysts evaluate the ability of companies or governments to pay their debts, including bonds. On the basis of their evaluation, a management team rates the risk of a company or government not being able to repay its bonds.

Risk analysts evaluate the risk in investment decisions and determine how to manage unpredictability and limit potential losses. This job is carried out by making investment decisions such as selecting dissimilar stocks or having a combination of stocks, bonds, and mutual funds in a portfolio.

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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.

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Investment Banking Analyst Videos

Day In The Life – Intern

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

Investment Banking Analyst Jobs

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Investment Banking Analyst Career Paths

Investment Banking Analyst
Equity Research Analyst Senior Finance Analyst Treasury Manager
Assistant Treasurer
5 Yearsyrs
Investment Analyst Senior Finance Analyst Controller
Chief Finance And Operating Officer
14 Yearsyrs
Co-Founder Trader Risk Manager
Chief Risk Officer
10 Yearsyrs
Finance Analyst Finance Manager Controller
Controller, Vice President
11 Yearsyrs
Senior Finance Analyst Business Development Manager Recruitment Manager
Director Of Talent Acquisition
11 Yearsyrs
Finance Analyst Controller
Finance Vice President
10 Yearsyrs
Equity Research Analyst Analyst Investment Analyst
Investments Manager
6 Yearsyrs
Co-Founder Property Manager Asset Manager
Manager, Asset Management
10 Yearsyrs
Investment Analyst Finance Analyst Senior Finance Analyst
Manager, Finance Analysis
8 Yearsyrs
Analyst Program Manager General Manager
Managing Partner
9 Yearsyrs
Assistant Vice President Project Manager Program Manager
Portfolio Manager
7 Yearsyrs
Senior Analyst Program Manager Chief Operating Officer
President & Chief Operating Officer
13 Yearsyrs
Equity Analyst Senior Analyst Research Manager
Research Director
7 Yearsyrs
Equity Analyst Portfolio Manager
Senior Portfolio Manager
10 Yearsyrs
Analyst Finance Analyst Assistant Vice President
Vice President And Manager
10 Yearsyrs
Senior Finance Analyst Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Business Analyst Senior Analyst Research Director
Vice President Research
9 Yearsyrs
Senior Analyst Project Manager General Manager
Vice President, Business Development
13 Yearsyrs
Assistant Vice President Sales Vice President Vice President, Business Development
Vice President, Corporate Development
13 Yearsyrs
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Investment Banking Analyst Demographics

Gender

Male

67.7%

Female

22.7%

Unknown

9.6%
Ethnicity

White

42.6%

Asian

32.1%

Hispanic or Latino

11.4%

Black or African American

9.0%

Unknown

4.9%
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Foreign Languages Spoken

Spanish

21.3%

Mandarin

19.4%

Chinese

15.6%

French

11.7%

Russian

4.1%

Hindi

3.5%

Japanese

3.5%

Italian

3.2%

Korean

2.9%

Portuguese

2.5%

German

2.5%

Cantonese

2.5%

Arabic

1.6%

Hebrew

1.3%

Turkish

1.0%

Urdu

1.0%

Swahili

0.6%

Gujarati

0.6%

Indonesian

0.6%

Malay

0.6%
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Investment Banking Analyst Education

Schools

University of Pennsylvania

11.8%

New York University

9.1%

Cornell University

8.1%

Columbia University

7.3%

University of Chicago

5.7%

Harvard University

5.5%

Georgetown University

5.5%

University of California - Berkeley

4.7%

Duke University

4.7%

Northwestern University

4.3%

University of Southern California

4.1%

University of Michigan - Ann Arbor

3.9%

Fordham University

3.9%

Emory University

3.4%

Johns Hopkins University

3.4%

University of Notre Dame

3.4%

University of Texas at Austin

3.2%

Boston College

2.8%

Wake Forest University

2.6%

Princeton University

2.6%
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Majors

Finance

36.5%

Business

18.0%

Economics

17.6%

Accounting

6.8%

Management

3.4%

Mathematics

2.5%

Marketing

2.0%

Political Science

1.8%

Real Estate

1.7%

Business Economics

1.3%

Law

1.1%

Small Business Management

0.9%

History

0.9%

Computer Science

0.8%

Management Science

0.8%

Psychology

0.8%

Statistics

0.8%

International Relations

0.8%

International Business

0.7%

Agricultural Business

0.7%
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Degrees

Bachelors

55.8%

Masters

35.0%

Other

5.9%

Doctorate

1.8%

Certificate

1.2%

Diploma

0.1%

Associate

0.1%
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Investment Banking Analyst Videos

Day In The Life – Intern

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

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Real Investment Banking Analyst Salaries

Job Title Company Location Start Date Salary
Analyst, Investment Banking Technology Barclays Services Corp. New York, NY Aug 15, 2015 $106,500
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. Los Angeles, CA Nov 08, 2015 $90,000
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY 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
Analyst, Investment Banking (IB) Technology Barclays Services Corp. New York, NY Aug 20, 2015 $87,000
Investment Banking Analyst UBS Securities LLC New York, NY Aug 02, 2016 $85,000 -
$95,000
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY Nov 08, 2015 $85,000
Public Finance Investment Banking Analyst Barclays Capital Inc. New York, NY Oct 19, 2015 $85,000 -
$95,000
Investment Banking Analyst Lazard Middle Market LLC Minneapolis, MN Jan 10, 2015 $85,000
Investment Banking Analyst Lazard Middle Market LLC New York, NY Jul 28, 2016 $85,000
Analyst, Investment Banking Nomura Securities International, Inc. New York, NY Jun 15, 2015 $77,000 -
$87,000
Analyst, Investment Banking Nomura Securities International, Inc. New York, NY Jun 11, 2015 $77,000 -
$87,000
Investment Banking Analyst Deloitte Corporate Finance LLC Los Angeles, CA Jul 15, 2016 $75,000
Investment Banking Analyst Deloitte Corporate Finance LLC Charlotte, NC Jun 15, 2015 $75,000
Investment Banking Analyst Cogent Partners, L.P. New York, NY Sep 12, 2015 $75,000

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Top Skills for An Investment Banking Analyst

  1. Financial Models
  2. Private Equity
  3. Due Diligence
You can check out examples of real life uses of top skills on resumes here:
  • Developed spreadsheet based financial models and projections - projections were modeled for future periods using conventional techniques to ascertain long-term performance.
  • Provided transaction support for middle-market mergers, acquisitions, capital raises and private equity principal investments.
  • Key responsibilities include operational and financial due diligence, financial modeling, presentation development and industry research.
  • Consulted with the rating agencies on behalf of issuer clients to ensure the highest possible ratings for their debt offerings.
  • Created valuation models alongside full-time analysts to assist in properly assessing the worth of acquisition targets.

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Top 10 Best States for Investment Banking Analysts

  1. New York
  2. Texas
  3. California
  4. Connecticut
  5. New Jersey
  6. Minnesota
  7. Illinois
  8. Massachusetts
  9. Virginia
  10. Colorado
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  • (2,142 jobs)
  • (188 jobs)
  • (390 jobs)
  • (356 jobs)
  • (751 jobs)
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  • (743 jobs)
  • (276 jobs)

Top Investment Banking Analyst Employers

Jobs From 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

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