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Investment banking analyst skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Keith Gilsdorg Ph.D.,
Keith Gilsdorg Ph.D.
Investment banking analyst example skills
Below we've compiled a list of the most critical investment banking analyst skills. We ranked the top skills for investment banking analysts based on the percentage of resumes they appeared on. For example, 12.3% of investment banking analyst resumes contained financial models as a skill. Continue reading to find out what skills an investment banking analyst needs to be successful in the workplace.

15 investment banking analyst skills for your resume and career

1. Financial Models

Here's how investment banking analysts use financial models:
  • Construct financial models, including merger consequences, discounted cash flow and leverage buy-out analysis for valuation and financing considerations.
  • Analyzed strategic alternatives and created financial models for client companies in connection with potential mergers and acquisitions transactions.

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 banking analysts use discounted cash flow:
  • Conducted valuation analysis, including analyzing comparable companies, precedent transactions, and building discounted cash flow models.
  • Perform valuation analyses using leveraged buyout, discounted cash flow, comparable company and precedent transaction methodologies.

3. Healthcare

Healthcare is the maintenance or improvement of a person's health by the diagnosis and treatment of a person's injury, illness, or any other disease. Healthcare is a basic necessity of human life and is the responsibility of the country's government to ensure that each person gets healthcare. Providing healthcare is the job of certified health professionals that includes doctors, surgeons, nurses, and other physicians. Pharmaceutical companies, hospitals, dentistry, therapy, and health training all come under healthcare. Healthcare plays a vital role in the country's economy and its development.

Here's how investment banking analysts use healthcare:
  • Supported full-time analysts and associates in authoring marketing materials for sell-side engagements in the education, healthcare, and technology sectors
  • Identified healthcare companies for future business development; maintained and updated internal databases.

4. 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 banking analysts use capital markets:
  • Analyzed financial data and created credit summaries for review by management, internal credit committee, and external capital markets.
  • Provided investment banking advisory and capital markets services to companies in the infrastructure, midstream and downstream sectors.

5. 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 banking analysts use private equity:
  • Provided transaction support for middle-market mergers, acquisitions, capital raises and private equity principal investments.
  • Conducted investor research on Venture Capital and Private Equity historical transactions and investment trends.

6. PowerPoint

Here's how investment banking analysts use powerpoint:
  • Organized large interdepartmental meetings, arranged facilities resource, prepared agendas, drafted PowerPoint presentations and prepared meeting minutes for circulation.
  • Created client presentations using PowerPoint and Excel, developed quantitative models, and executed strategic Mergers & Acquisitions and market analysis

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7. Financial Analysis

Here's how investment banking analysts use financial analysis:
  • Developed and demonstrated comprehensive financial analysis, valuation, and financial modeling skills.
  • Conduct financial analysis of potential investments through financial modeling and due diligence.

8. Securities

Here's how investment banking analysts use securities:
  • Participated in the private placement rankings survey conducted by Securities Data Company.
  • Supported senior bankers performing quantitative analysis on cash flows structuring mortgage-backed securities.

9. Capital Raising

Capital raising is the ability to raise funds to either sustain daily operations or jumpstart a business.

Here's how investment banking analysts use capital raising:
  • Generated ideas and identified capital raising and liability management opportunities for Fortune 500 companies.
  • Conducted company and industry research for potential capital raising/investment/M&A transaction opportunities.

10. Leveraged

Here's how investment banking analysts use leveraged:
  • Created Leveraged Buyout (LBO) financial model for $7M asset purchase of an assisted technology device distributor.
  • Completed the origination and syndication of $6 billion in senior debt and leveraged transactions for corps.

11. Cash Flow Analysis

Here's how investment banking analysts use cash flow analysis:
  • Performed a five-year project valuation through extensive cash flow analysis for a hotel management company in China.
  • Supported senior traders with company research, cash flow analysis, and credit ratings.

12. Client Presentations

Client presentations are speeches or demonstrations presented to clients in an effort to either convince clients to work with the company or to provide updates to client projects. These presentations often include evidence of success, whether this is past success from previous projects or current success in a project the company is actively working on for the client.

Here's how investment banking analysts use client presentations:
  • Conducted detailed strategic and financial analyses, prepared and participated in client presentations.
  • Facilitated analysis of financial statements and preparation of client presentations for middle market deals ranging from $10- $250M.

13. DCF

DCF (discounted cash flow) refers to a valuation technique used to determine an investment's present value based on its projected future cash flows. The foundation of DCF analysis is the concept that a dollar received today is more valuable than a dollar you'll receive in the future because the former can be invested.

Here's how investment banking analysts use dcf:
  • Developed DCF, M&A, and LBO models as well as liquidity, recovery, and structured finance analyses.
  • Valuated the company using DCF, EVA, Comparable Company & Precedence transition analysis methods to suggest a share price.

14. 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 banking analysts use due diligence:
  • Key responsibilities include operational and financial due diligence, financial modeling, presentation development and industry research.
  • Composed investment committee memorandums and conducted due diligence evaluating investments in top-tier venture capital and buyout funds.

15. LBO

Here's how investment banking analysts use lbo:
  • Learned through LBO and M&A process, practices and model building.
  • Constructed an LBO model and credit package outlining term loan and revolving credit facility underwriting for the deal team.
top-skills

What skills help Investment Banking Analysts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on investment banking analyst resumes?

Keith Gilsdorg Ph.D.

Professor of Economics, Augsburg University

An essential skill is the ability to understand and apply mathematical and statistical concepts. Students majoring in economics should strongly consider combining that major with either a minor or a major in mathematics. If graduate school may be in the future, a major in mathematics is essential. Economics students who can demonstrate the ability to do statistical modeling and work with empirical data have an advantage over those who do not have that experience. As a result, students should seek out research opportunities with faculty at their school and through internships. I cannot emphasize this enough. Those research and work experiences provide tangible evidence of one's ability to apply quantitative tools used in the profession.
Moreover, students should present their research findings and projects publicly, such as at an undergraduate research conference or at venues at their school. Making those presentations provides valuable experience in developing effective written and oral communication skills. It also reflects initiative and motivation.

What soft skills should all investment banking analysts possess?

Keith Gilsdorg Ph.D.

Professor of Economics, Augsburg University

Decision-makers have limited time, and it is valuable. In my professional experience, the ability to clearly and concisely communicate complex ideas that respect the time and expertise of your audience is critical. If not, your argument or position may not be accepted or receive proper consideration. One of the most challenging tasks for an analyst is to avoid jargon and language a non-economist will not understand. This advice applies to both written and oral communication. Again, presenting at an undergraduate research conference or symposium provides some experience in this regard. As a side note, taking a course in public speaking may be an excellent way to help develop these skills.
Another key skill involves working with others as a team and under time constraints, especially if you are employed in the private or public policy sector. The pandemic has created even more challenges in this regard as more people work remotely. Internships and joint faculty/student research experiences help build and showcase those skills.

What investment banking analyst skills would you recommend for someone trying to advance their career?

The job market will reward people that require as little supervision and training as possible. Our pandemic times and likely, our post-pandemic times will involve a fair amount of remote working. As such, employers will want to make sure that the individuals they hire are self-motivated, quick learners who can hit the ground running without a lot of hand-holding. If taking a year off, I would make sure that job applicants devote some time to learning about the industry standards in which they plan to work. Does the industry use a particular software? Start learning about how to use that. Does the occupation use specific data or require coding? Devote some time to learning the basics of that as well. As always, don't forget the soft skills of communication (orally and written) and interpersonal relationships.

What type of skills will young investment banking analysts need?

Ann M. EbbertsAnn M. Ebberts LinkedIn profile

CEO, AGA

What I see as critical skills for newcomers to the government workforce in financial management roles, including budget development and analysis – will continue to be critically important.

Given the current state of the economy and the cost of the response to the COVID-19 pandemic, recent graduates entering the workforce will need to leverage communication, collaboration, analytical, and problem-solving skills. The ability to leverage new technologies to analyze, develop, and communicate with others in government and with the public will be important.

Budget analysts (and all financial roles) need to be productive, collaborative and have strong communication skills. They will also need to be able to process a variety of information from different sources and develop an understanding of the priorities of the organization and interrelationships with other government entities.

Desirable skills and attributes for graduates entering the workforce:
· Good listening skills
· Math and writing skills -- preparing annual/special reports
· Comfortable learning new and applying existing technologies
· Need to be detail-oriented
· Need to understand the role of the government entity they serve and the role of the budget in government
· Data analysis abilities
· Developing and/or analyzing planned vs. actual reports and providing options for moving forward
· Leveraging textual and visualization methods to enable communication of budget priorities -- proposal evaluation (pros and cons), potential impacts of decisions
· Presenting analysis in a concise and convincing manner
· Evaluating programs to determine whether they are providing desired results
Do you want to know more?
Read more about what experts have to say about investment banking analyst

List of investment banking analyst skills to add to your resume

Investment banking analyst skills

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

  • Financial Models
  • Discounted Cash Flow
  • Healthcare
  • Capital Markets
  • Private Equity
  • PowerPoint
  • Financial Analysis
  • Securities
  • Capital Raising
  • Leveraged
  • Cash Flow Analysis
  • Client Presentations
  • DCF
  • Due Diligence
  • LBO
  • Investment Bank
  • Pitch Books
  • Valuation Analyses
  • Cash Flow
  • Client Facing
  • Corporate Banking
  • Real Estate
  • Capital Structure
  • Management Presentations
  • Presentation Materials
  • Origination
  • Buy Side
  • Financial Institutions
  • Leveraged Buyout
  • Bloomberg
  • Financial Statements
  • Pro Forma
  • Financial Performance
  • Market Research
  • Strategic Alternatives
  • Pitch Materials
  • Capital IQ
  • Treasury
  • Corporate Clients
  • Valuation Models
  • IPO
  • Industry Analysis
  • Financial Sponsors
  • Sell-Side M
  • Derivative

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.

Updated January 8, 2025

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