Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss


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 Associate

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 Associate

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

  • Mostly Sitting

  • Repetitive

  • $80,310

    Average Salary

What Does An Investment Banking Associate Do At Guy Carpenter & Company, LLC

* Gather and synthesize financial and operating information about companies and industries
* Analyze detailed corporate and financial information
* Develop and maintain financial models
* Perform various financial analyses, including valuation and pro-forma analyses
* Develop marketing materials and present sections of client presentations
* Prepare presentations and other materials for both internal and external clients
* Participate in the due diligence processes
* Execute capital raising and M&A transactions
* Work effectively as an individual and as part of a team
* to 8 years of investment banking, M&A transaction experience
* Financial Modeling experience required
* Knowledge of insurance/reinsurance concepts preferred, but not required
* Excellent interpersonal skills and communication skills - strong verbal and writing skills
* Open and flexible to changes in the organization and marketplace
* Strong Microsoft Office skills (Excel, Word, PowerPoint)
* Willingness to travel (approximately 20% including internationally)
* Bachelor's Degree required
* Guy Carpenter & Company, LLC, a leading global risk and reinsurance specialist, has over a 90-year history of providing integrated solutions to the (re)insurance industry.
* With over 2,300 professionals in more than 50 offices around the world, Guy Carpenter delivers a powerful combination of broking expertise, strategic advisory services and industry-leading analytics to help our clients achieve profitable growth.
* As our clients’ most trusted and valuable reinsurance broker and strategic advisor, we leverage our intellectual capital to anticipate and solve for a range of emerging strategic business challenges and opportunities.
* We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.
* Visit www.guycarpenter.com for more information and follow us on LinkedIn and Twitter @GuyCarpenter

What Does An Investment Banking Associate Do At BMO Financial Group

* Participating in internal and clientmeetings throughout the deal process as necessary
* Coordinating transaction executionand perform business due diligence, including client visits, analysis ofbusiness models, and comprehensive review of industry trends and relatedregulations
* Leading preparation of all M&Amarketing materials (including pitches, confidential presentations, managementpresentations, process updates, bid summaries, etc.) and other clientpresentations as needed
* Assist in formulating buyer/investorlists for sell-side M&A mandates
* Overseeing the construction andmaintenance of detailed financial models to form company valuations and analyzehistorical and projected financial information to support due diligencethroughout the M&A process
* Developing strategic alternativesanalyses and presentations for buy-side M&A mandates
* Assisting in the development ofstrategic advice and defense tactics for clients involved in or preparing for shareholderactivism campaigns
* Building relationships andmaintaining direct contact with current and prospective clients
* Managing, supervising, and coachingjunior banking team members

What Does An Investment Banking Associate Do At Raymond James

* Produces factual and accurate information presented to the client.
* Seeks opportunities for development through the job itself, through special assignments, training, or external activities.
* Attracts and retains quality professionals that will have a positive impact on the SBU and Raymond James (RJ).
* Trains, mentors, and evaluates interns and analysts performance potential.
* Supervises the analyst’s performance expectations and evaluation criteria.
* Assists in the preparation of standard and tailored presentations and pitches.
* Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis.
* Documents and supports the execution of new financing issues for corporate clients.
* Identifies new entrants into the space and targets these companies for attention.
* Performs other duties and responsibilities as assigned

What Does An Investment Banking Associate Do At Plante Moran

* Assists in planning the approach and writing sections of the selling document, including the outline, format and presentation.
* May be involved in writing other areas, including investment highlights, business description, and industry and growth opportunities.
* Conducts and edits buyer research information received from Analysts; ensures data is complete, verified, synthesized, analyzed and May be involved in completing some research independent of Analysts.
* Creates and populates the database of targeted clients.
* Ensures collateral materials are sent to potential clients.
* Initiates some calls and correspondence to interested buyers; completes necessary follow-up.
* Assists in the preparation and review of valuation analysis to ensure information is accurate (historical data, formulas) and assists in the preparation of more complicated models.
* Performs stress tests around assumptions.
* Acts as a point person for information requests from client; participates in negotiations of confidentiality agreements and other documents used in the transaction.
* Develops presentation content for management review and may present at meeting; fields phone calls and emails from clients, attorneys and other individuals involved in transaction process.
* Responsible for "client ready" deliverables.
* Creates and provides market research and materials about PMCF

What Does An Investment Banking Associate Do At M & T Bank

* Assist in the preparation of financial projections and/or business valuations, which may include discounted cash flow modeling, comparable company and transaction multiple analyses as well as leveraged buyout analysis and other financial models necessary to support deal positioning, negotiation and execution of Investment Banking transactions.
* Prepare appropriate memoranda, presentation materials, and marketing materials.
* Support research projects that relate to business valuations, transaction positioning and shareholder value recommendations.
* Update, input, and maintain financing source databases used in the deal marketing and execution process.
* Assist in the identification of deal-appropriate investors, participating in the marketing of deals to them.
* Refer new business opportunities.
* Maintain appropriate records to ensure compliance with regulatory requirements.
* Participate in civic and cultural organizations.
* May be assigned back-up relationships with clients.
* May handle meeting on matters relating to less complex financing.
* The incumbent works under general supervision with guidance from Senior Investment Banking Associates and/or deal team leader.
* Demonstrated the ability to manage analysts and officers in support of new business activities or execution of an engagement, is comfortable working with the client to gather information and develop materials for deal execution.
* May handle client meetings on matters relating to less complex financing or merger.
* The position requires extensive interaction with clients and referral sources-external (prospective customers) and internal (various Bank personnel) contacts to perform responsibilities.
* May provide guidance to analysts

Show More

Show Less

How To Become An Investment Banking Associate

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


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.


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 Associate jobs

Add To My Jobs

Investment Banking Associate Career Paths

Investment Banking Associate
Senior Finance Analyst Controller General Manager
Account Manager
5 Yearsyrs
Investment Banker Senior Finance Analyst
Assistant Vice President
7 Yearsyrs
Senior Finance Analyst Finance Manager Sales Manager
Branch Manager
6 Yearsyrs
Assistant Vice President Vice President Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Senior Associate Senior Manager Operations Director
Chief Operating Officer
11 Yearsyrs
Equity Research Analyst Business Analyst Senior Manager
Director Of Analytics
13 Yearsyrs
Business Developer Business Development Manager Senior Manager
Director Of Strategy
12 Yearsyrs
Vice President President Finance Advisor
Finance Vice President
9 Yearsyrs
Consultant Communications Manager Account Director
Group Director
9 Yearsyrs
Finance Director Managing Director Investment Advisor
Investments Manager
6 Yearsyrs
Senior Associate Senior Consultant Senior Manager
Managing Director
11 Yearsyrs
Finance Director General Sales Manager Market Manager
Market Director
10 Yearsyrs
Equity Research Analyst Analyst Program Manager
Portfolio Manager
7 Yearsyrs
Business Developer Managing Director Chief Operating Officer
President & Chief Operating Officer
13 Yearsyrs
Assistant Vice President Controller Finance Director
Senior Director Of Finance
14 Yearsyrs
Chief Executive Officer Property Manager Portfolio Manager
Senior Portfolio Manager
10 Yearsyrs
Investment Banker Business Developer Vice President, Business Development
Vice President And Manager
10 Yearsyrs
Consultant Senior Project Manager Vice President And Manager
Vice President And Portfolio Manager
10 Yearsyrs
Chief Executive Officer Management Consultant Vice President, Business Development
Vice President, Corporate Development
12 Yearsyrs
Vice President Business Developer Director Of Strategy
Vice President, Strategy
13 Yearsyrs
Show More

Investment Banking Associate Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

Show More

Languages Spoken

  • Spanish

  • Mandarin

  • French

  • Chinese

  • German

  • Cantonese

  • Japanese

  • Russian

  • Korean

  • Portuguese

  • Bulgarian

  • Malay

  • Macedonian

  • Tagalog

  • Arabic

  • Italian

Show More

Investment Banking Associate

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

Investment Banking Associate Education

Investment Banking Associate

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

Job type you want
Full Time
Part Time

Real Investment Banking Associate Salaries

Job Title Company Location Start Date Salary
Investment Banking Associate Citigroup Global Markets Inc. New York, NY Apr 24, 2016 $200,000
Investment Banking Associate Citigroup Global Markets Inc. New York, NY Sep 01, 2015 $200,000
Investment Banking Associate Citigroup Global Markets Inc. New York, NY Mar 09, 2016 $200,000
Investment Banking Associate Merrill Lynch New York, NY Aug 29, 2016 $190,000 -
Investment Banking Associate Citigroup Global Markets Inc. New York, NY Jan 03, 2016 $175,000
Investment Banking Associate Merrill Lynch New York, NY Jul 20, 2016 $175,000
Investment Banking Associate Citigroup Global Markets Inc. San Francisco, CA Apr 27, 2015 $175,000
Investment Banking M&A Associate Evercore Partners Services East, LLC New York, NY Jan 13, 2015 $170,000
Investment Banking Associate Raymond James & Associates, Inc. San Francisco, CA Dec 10, 2016 $165,000
Associate Director, Investment Banking Associate UBS Securities LLC New York, NY Jan 13, 2015 $165,000
Investment Banking Associate Guggenheim Securities, LLC New York, NY Feb 05, 2016 $153,546 -
Investment Banking, Associate Raymond James & Associates New York, NY Jul 19, 2016 $153,546
Investment Banking Associate Citigroup Global Markets Inc. New York, NY Aug 11, 2015 $150,000
Investment Banking Associate Merrill Lynch New York, NY Sep 29, 2015 $140,000
Investment Banking Associate Cowen and Company, LLC San Francisco, CA Apr 01, 2016 $140,000
Investment Banking Associate Merrill Lynch Houston, TX Mar 05, 2015 $140,000
Investment Banking Associate Marathon Capital LLC Chicago, IL Aug 25, 2016 $130,000
Investment Banking Associate Merrill Lynch New York, NY Sep 10, 2015 $125,133
Investment Banking Associate Citigroup Global Markets Inc. New York, NY Nov 08, 2015 $125,000
Investment Banking Associate Citigroup Global Markets Inc. Chicago, IL Nov 08, 2015 $125,000
Investment Banking Associate Guggenheim Securities, LLC New York, NY Jul 11, 2016 $124,592 -
Investment Banking Associate Guggenheim Securities, LLC New York, NY May 08, 2016 $124,093 -
Investment Banking Associate Raymond James & Associates San Francisco, CA May 02, 2016 $123,800 -
Associate Director, Investment Banking Associate UBS Securities LLC New York, NY Jul 20, 2016 $123,500 -
Investment Banking Associate Allen & Company LLC New York, NY Apr 15, 2015 $123,000
Investment Banking Associate JP Morgan Chase & Co New York, NY Jun 04, 2016 $120,000
Investment Banking Associate Merrill Lynch New York, NY Jan 07, 2015 $115,000 -
Investment Banking Associate Merrill Lynch New York, NY Aug 29, 2016 $115,000 -

No Results

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

Show More

Top Skills for An Investment Banking Associate


Show More

Top Investment Banking Associate Skills

  1. Complex Financial Models
  2. Private Equity
  3. Due Diligence Process
You can check out examples of real life uses of top skills on resumes here:
  • Build and interpret complex financial models and perform valuation analysis and financial diligence.
  • Assessed market size (5-year revenue opportunity) and competitive landscape of the compressor market for private equity client.
  • Guided management through the due diligence process, including coordinating meetings and responding to buyer inquiries.
  • Advised clients on financial restructuring opportunities including term loan amendments, note exchange offers and debt buybacks.
  • Selected transaction experience: o Gryphon Investors: Managed $220 million sale of Eight O'Clock Coffee (portfolio company).

Top Investment Banking Associate Employers

Investment Banking Associate Videos

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