Investment banking analyst vs finance analyst

Differences between investment banking analyst and finance analyst duties and responsibilities

Investment banking analyst example responsibilities.

• Organize and maintain client leads in SalesForce.
• Used SQL language to manipulate, extract and manage financial and customer data.
• Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
• Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
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Finance analyst example responsibilities.

• Manage company asset accounts, wire funds to clients and record and structure amounts into QuickBooks.
• Manage the UAT team involve in the testing of an enterprise accounting and project management software.
• Manage customer portfolio to department KPI's, target balance, aging metrics, cash recovery and write-off tolerance.
• Manage contract database and SalesForce for historical research and financial reporting purposes.
• Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
• Accomplish project accounting functions including project costing, time reporting, project accruals and proper capitalization of development costs.
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