FIND PERSONALIZED JOBS
Sign up to Zippia and discover your career options with your personalized career search.
Sorry, we can't find that. Please try a different city or state.

Investment Banking Analyst Overview

This job has expired and is no longer available.
APPLY NOW
Apply Now
×
FIND
PERSONALIZED JOBS

Sorry, we can't find that. Please try a different city or state.

CONTENT HAS
BEEN UNLOCKED
Close this window to view unlocked content
or
find interesting jobs in

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign Up

SIGN UP TO UNLOCK CONTENT

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

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign up to save the job and get personalized job recommendations.

Sign up to dismiss the job and get personalized job recommendations.

or

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

Email and password are mandatory

Already have an account? Log in

reset password

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

Back to Log In

Company Saved

Answer a few questions and view jobs at that match your preferences.

Where do you want to work?

Job Saved

See your Saved Jobs now

or

find more interesting jobs in

Job Dismissed

Find better matching jobs in

Your search has been saved!

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

  • $74,000

    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.

Show More

Show Less

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

Do you work as an Investment Banking Analyst?

Send To A Friend

Investment Banking Analyst Jobs

NO RESULTS

Aw snap, no jobs found.

Add To My Jobs

Investment Banking Analyst Career Paths

Investment Banking Analyst
Finance Analyst Controller Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Finance Analyst Consultant Business Development Manager
Senior Business Development Manager
10 Yearsyrs
Finance Analyst Manager Vice President
Group Vice President
9 Yearsyrs
Analyst Business Analyst Senior Finance Analyst
Manager, Finance Analysis
8 Yearsyrs
Analyst Manager Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Analyst Project Manager Portfolio Manager
Senior Portfolio Manager
10 Yearsyrs
Investment Analyst Senior Finance Analyst
Finance Project Manager
8 Yearsyrs
Investment Analyst Senior Finance Analyst Vice President
Vice President, Corporate Development
12 Yearsyrs
Investment Analyst Consultant Human Resources Manager
Director Of Talent Acquisition
11 Yearsyrs
Equity Analyst Research Associate Senior Analyst
Manager, Strategy
8 Yearsyrs
Equity Analyst Senior Analyst Senior Vice President
Chief Risk Officer
9 Yearsyrs
Consultant Business Development Manager Business Development Director
Corporate Development Director
9 Yearsyrs
Equity Analyst Senior Analyst Planning Manager
Manager-Strategic Planning
7 Yearsyrs
Research Analyst Credit Analyst Portfolio Manager
Investments Manager
6 Yearsyrs
Research Analyst Underwriter Asset Manager
Manager, Asset Management
10 Yearsyrs
Research Analyst Staff Accountant Fund Accountant
Mutual Fund Manager
5 Yearsyrs
Credit Analyst Property Manager Real Estate Manager
Acquisitions Manager
7 Yearsyrs
Equity Research Analyst Investment Banking Associate
Manager, Corporate Development
7 Yearsyrs
Strategy Consultant
Vice President, Strategy
13 Yearsyrs
Equity Trader Broker Vice President, Fixed Income
Fixed Income Manager
5 Yearsyrs
Show More
Share

Do you work as an Investment Banking Analyst?

Average Yearly Salary
$74,000
Show Salaries
$64,000
Min 10%
$74,000
Median 50%
$74,000
Median 50%
$74,000
Median 50%
$74,000
Median 50%
$74,000
Median 50%
$74,000
Median 50%
$74,000
Median 50%
$87,000
Max 90%
Highest Paying City
Foster City, CA
Highest Paying State
New York
Avg Experience Level
1.3 years
How much does an Investment Banking Analyst make at top companies?
The national average salary for an Investment Banking Analyst in the United States is $75,062 per year or $36 per hour. Those in the bottom 10 percent make under $64,000 a year, and the top 10 percent make over $87,000.

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 Aug 11, 2015 $95,000
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 May 10, 2015 $90,000
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY Aug 11, 2015 $90,000
Investment Banking Analyst Citigroup Global Markets Inc. Chicago, IL Aug 11, 2015 $90,000
Investment Banking Analyst Citigroup Global Markets Inc. New York, NY Feb 23, 2015 $90,000
Investment Banking Analyst Citigroup Global Markets Inc. Los Angeles, CA Aug 11, 2015 $90,000
Analyst, Investment Banking (IB) Technology Barclays Services Corp. New York, NY Aug 20, 2015 $87,000
Investment Banking Analyst Lazard Middle Market LLC New York, NY Jul 28, 2016 $85,000
Analyst, Investment Banking Division Barclays Capital Inc. New York, NY Sep 10, 2015 $85,000
Analyst, Investment Banking Division Barclays Services Corp. Menlo Park, CA Sep 09, 2015 $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

No Results

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

See More Salaries

Top Skills for An Investment Banking Analyst

  1. Financial Models
  2. 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.
  • Assisted in measuring Market impact by utilizing proprietary Merrill Lynch software to retrieve equity/equity linked research and trading commentary.
  • Key responsibilities include operational and financial due diligence, financial modeling, presentation development and industry research.
  • Conducted transaction runs for precedent transaction analysis.
  • Performed valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.

Rank:

Average Salary:

Embed On Your Website

Top 10 Best States for Investment Banking Analysts

  1. New York
  2. Connecticut
  3. California
  4. New Jersey
  5. Massachusetts
  6. Texas
  7. Rhode Island
  8. District of Columbia
  9. Pennsylvania
  10. Washington
  • (1,043 jobs)
  • (188 jobs)
  • (2,142 jobs)
  • (390 jobs)
  • (543 jobs)
  • (1,025 jobs)
  • (45 jobs)
  • (254 jobs)
  • (425 jobs)
  • (403 jobs)

Investment Banking Analyst Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applier with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate. At Zippia, we went through over 3,340 Investment Banking Analyst resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

Learn How To Create A Top Notch Investment Banking Analyst Resume

View Resume Examples

Investment Banking Analyst Demographics

Gender

Male

60.1%

Unknown

19.9%

Female

19.9%
Ethnicity

White

45.1%

Asian

28.6%

Hispanic or Latino

11.9%

Black or African American

9.6%

Unknown

4.8%
Show More
Foreign Languages Spoken

Spanish

22.8%

Mandarin

19.0%

Chinese

15.0%

French

11.3%

Japanese

4.0%

Russian

3.8%

Hindi

3.2%

Cantonese

3.2%

German

2.9%

Korean

2.7%

Italian

2.7%

Portuguese

2.7%

Hebrew

1.3%

Arabic

1.3%

Urdu

1.1%

Turkish

0.8%

Swahili

0.5%

Vietnamese

0.5%

Gujarati

0.5%

Indonesian

0.5%
Show More

Investment Banking Analyst Education

Schools

New York University

13.3%

University of Pennsylvania

11.3%

Columbia University

10.5%

Cornell University

6.2%

University of Chicago

5.0%

University of California - Berkeley

4.6%

Georgetown University

4.6%

Duke University

4.4%

Fordham University

4.2%

University of Michigan - Ann Arbor

4.1%

Northwestern University

4.0%

Harvard University

4.0%

University of Southern California

3.9%

University of Texas at Austin

3.8%

University of Virginia

3.3%

Emory University

2.8%

University of North Carolina at Chapel Hill

2.8%

Johns Hopkins University

2.7%

Stanford University

2.4%

Boston College

2.2%
Show More
Majors

Finance

38.0%

Business

18.8%

Economics

14.9%

Accounting

7.9%

Management

2.8%

Mathematics

2.7%

Political Science

2.3%

Real Estate

1.5%

Marketing

1.4%

Business Economics

1.3%

Management Science

1.2%

Law

1.0%

Small Business Management

0.9%

Operations Research

0.8%

Statistics

0.8%

History

0.8%

Computer Science

0.8%

International Relations

0.7%

Applied Mathematics

0.7%

Business/Commerce

0.7%
Show More
Degrees

Bachelors

57.7%

Masters

33.7%

Other

5.7%

Doctorate

1.8%

Certificate

0.8%

Associate

0.2%

Diploma

0.1%

License

0.0%
Show More

Job type you want
Full Time
Part Time
Internship
Temporary

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

Related To Your Recently Viewed Content

Updated May 19, 2020