Investment banking associate job description
Updated March 14, 2024
9 min read
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Example investment banking associate requirements on a job description
Investment banking associate requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in investment banking associate job postings.
Sample investment banking associate requirements
- Undergraduate degree in Business, Economics, or Finance
- 3+ years of experience in Investment Banking
- Strong understanding of financial markets
- Excellent knowledge of financial analysis and modeling
- Proficiency in Bloomberg and Excel
Sample required investment banking associate soft skills
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Highly organized and detail-oriented
- Capability to manage multiple tasks simultaneously
- Excellent problem-solving skills
Investment banking associate job description example 1
Greenhill & Co investment banking associate job description
Greenhill's primary strength is the excellence and commitment of our people. We have successfully attracted and developed a global team of talented Analysts, Associates and senior professionals working in a dynamic, entrepreneurial and collaborative environment.
As our Firm continues to grow, we continually seek to expand our base of talented professionals through on-campus recruiting and lateral hiring efforts. Greenhill is particularly interested in candidates with strong academic backgrounds and analytical abilities who exhibit the communication skills, leadership qualities and team-focused orientation that our clients demand.
Greenhill is an equal opportunity employer.
Job Description
The Associate and Vice President positions at Greenhill offers qualified individuals exposure to all aspects of our global mergers and acquisitions advisory business. This position is specifically targeted towards candidates interested in dedicating a significant amount of their time working on projects in the Software sector. Associates and Vice Presidents rapidly assume significant responsibilities, including valuing companies using a variety of methodologies, preparing and delivering presentations, conducting research, drafting selling memoranda, analyzing business models and participating in due diligence and client meetings. Due to the small size of the Firm, an Associate or Vice President position at Greenhill provides a unique opportunity to work closely with clients and experienced senior professionals while taking on increasing levels of responsibility on transaction execution.
Requirements
Qualified candidates for an Associate or Vice President position at Greenhill must exhibit a strong history of exceptional academic achievement in conjunction with a mix of strong interpersonal and analytical skills. Candidates should be able to demonstrate a track record of successfully taking on increasing responsibilities in prior professional positions. Candidates must have 18+ months of investment banking, corporate development, or related deal experience within the software sector, with the knowledge and background to evaluate companies, prospect new areas for business, and further develop the software practice at Greenhill. Candidates should have excellent organizational and time management skills as well as demonstrable leadership experience in prior professional settings. The candidate should be a self-starter with the ability to lead and manage projects on a day-to-day basis, and have a strong desire to work within the technology vertical.
The position requires a minimum of 18-24 months of Associate-level experience or VP-level experience. Job title will depend on prior experience level. This is an experienced hire role with an immediate start date.
As our Firm continues to grow, we continually seek to expand our base of talented professionals through on-campus recruiting and lateral hiring efforts. Greenhill is particularly interested in candidates with strong academic backgrounds and analytical abilities who exhibit the communication skills, leadership qualities and team-focused orientation that our clients demand.
Greenhill is an equal opportunity employer.
Job Description
The Associate and Vice President positions at Greenhill offers qualified individuals exposure to all aspects of our global mergers and acquisitions advisory business. This position is specifically targeted towards candidates interested in dedicating a significant amount of their time working on projects in the Software sector. Associates and Vice Presidents rapidly assume significant responsibilities, including valuing companies using a variety of methodologies, preparing and delivering presentations, conducting research, drafting selling memoranda, analyzing business models and participating in due diligence and client meetings. Due to the small size of the Firm, an Associate or Vice President position at Greenhill provides a unique opportunity to work closely with clients and experienced senior professionals while taking on increasing levels of responsibility on transaction execution.
Requirements
Qualified candidates for an Associate or Vice President position at Greenhill must exhibit a strong history of exceptional academic achievement in conjunction with a mix of strong interpersonal and analytical skills. Candidates should be able to demonstrate a track record of successfully taking on increasing responsibilities in prior professional positions. Candidates must have 18+ months of investment banking, corporate development, or related deal experience within the software sector, with the knowledge and background to evaluate companies, prospect new areas for business, and further develop the software practice at Greenhill. Candidates should have excellent organizational and time management skills as well as demonstrable leadership experience in prior professional settings. The candidate should be a self-starter with the ability to lead and manage projects on a day-to-day basis, and have a strong desire to work within the technology vertical.
The position requires a minimum of 18-24 months of Associate-level experience or VP-level experience. Job title will depend on prior experience level. This is an experienced hire role with an immediate start date.
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Investment banking associate job description example 2
Seaport Global Securities investment banking associate job description
This application form will be considered current for one year only. At the end of this period, if you are still interested in employment, it will be necessary for you to reapply by completing a new application form. All statements and questions are to be completed; the answers will be confidential.
Seaport Global Holdings LLC, a full-service, mid-sized independent investment bank, seeks an experienced Investment Banking Analyst or first year Associate to add to our team in the New Orleans office. Small deal teams and our focus on middle-market, high-growth companies afford applicants the unique opportunity to work directly with senior-level client executives and top-level bankers. Applicants assume a critical role in the entire transaction process, including the initial pitch, due diligence, preparing a written prospectus or offering memorandum, meeting with potential investors/buyers, negotiating key terms, closing the deal and maintaining the client relationship. The position will work on a variety of transactions, including restructurings, debt and equity offerings, M&A advisory assignments, private placements, and strategic options studies.
Qualifications Track record of academic excellence; preferably in undergraduate business program At least two years of investment banking/financial analyst at an oil and gas company preferred Strong accounting and financial statement analysis skills with attention to detail Proficiency in financial modeling techniques using ExcelCommitted to satisfying all requirements of deal process Ability to manage expectations of senior bankers and clients while working on projects simultaneously Excellent verbal and written communication skills Ability to travel to meet with existing clients and potential clients
PLEASE READ VERY CAREFULLY:
Equal Opportunity Employer: Seaport Global Holdings LLC is an Equal Employment Opportunity employer. Qualified applicants will be considered without regard to the applicant's race, color, religion, national origin or ancestry, gender, age, disability or handicap, or veteran status, marital status, sexual preference or orientation, appearance, use of tobacco products, use of genetic information or any other classification protected by federal, state or local laws.
Authorization to Check References. By signing this job application, I certify that the information contained in this application form is true and correct to the best of my knowledge and I agree to have any of the statements checked by the Company, unless I have indicated to the contrary. I authorize the schools, companies, and organizations' supervisors and references listed to provide the Company with any and all relevant information or knowledge that they may have and may be permitted by law to give the
Company. Further, I hereby release the Company, my former employers and all other persons from any and all claims, demands, or liabilities that may result from such inquiry or disclosure o information to the Company, as well as from the use or disclosure of such information on this application, which may result in my failure to receive an offer, the Company's revocation of an offer, or, if I am hired, in my termination of employment.
Background Checks. I understand that I will be asked to complete a notification and authorization to complete a background/credit check and understand that if I am denied employment based upon the information contained in the background/credit check report, I will be provided with the name, address, and telephone number of the consumer reporting agency, a copy of the report, and an explanation of my rights concerning it.
At Will Employment. I acknowledge and understand that if I am hired, my employment will be on an “at will” basis and can be terminated, with or without cause, and with or without notice, at any time, by either myself or the Company. I understand that no employee or representative of the Company other than Senior Management has any authority to enter into any agreement for employment for any specified period of time, or to make any agreement contrary to the foregoing. Further, only Senior Management may alter the at-will nature of the employment relationship if a clear intent to do so is expressed in a specific written agreement signed by Senior Management and myself. I also understand that all offers of employment are conditioned on, among other things, the provision of satisfactory proof of my identity and legal authority to work in the U.S. As a condition of employment, you may need to prove your work authorization for the United States by the completion of the I-9 form. In addition, Seaport Global Holdings LLC participates in the EVerify program which provides both the Social Security Administration (SSA) and the Department of Homeland Security (DHS) with information from the I-9 to confirm identity and work authorization.
Validity of Information. I understand that any false or misleading information that I provide and/or any material information that I fail to provide in my application or interview or otherwise in connection with the application process may constitute grounds for revocation of an offer, refusal to hire or, if hired, termination of my employment at any time.
If employed, I agree to hold in the strictest of confidences, any information concerning the Company its insured, and its agents, which may come to my knowledge.
In consideration of my employment, if I am employed. I agree to conform to the employment policies of the Company.
I understand that completion of this Application For Employment does not guarantee that I have been employed by this Company.
Seaport Global Holdings LLC, a full-service, mid-sized independent investment bank, seeks an experienced Investment Banking Analyst or first year Associate to add to our team in the New Orleans office. Small deal teams and our focus on middle-market, high-growth companies afford applicants the unique opportunity to work directly with senior-level client executives and top-level bankers. Applicants assume a critical role in the entire transaction process, including the initial pitch, due diligence, preparing a written prospectus or offering memorandum, meeting with potential investors/buyers, negotiating key terms, closing the deal and maintaining the client relationship. The position will work on a variety of transactions, including restructurings, debt and equity offerings, M&A advisory assignments, private placements, and strategic options studies.
Qualifications Track record of academic excellence; preferably in undergraduate business program At least two years of investment banking/financial analyst at an oil and gas company preferred Strong accounting and financial statement analysis skills with attention to detail Proficiency in financial modeling techniques using ExcelCommitted to satisfying all requirements of deal process Ability to manage expectations of senior bankers and clients while working on projects simultaneously Excellent verbal and written communication skills Ability to travel to meet with existing clients and potential clients
PLEASE READ VERY CAREFULLY:
Equal Opportunity Employer: Seaport Global Holdings LLC is an Equal Employment Opportunity employer. Qualified applicants will be considered without regard to the applicant's race, color, religion, national origin or ancestry, gender, age, disability or handicap, or veteran status, marital status, sexual preference or orientation, appearance, use of tobacco products, use of genetic information or any other classification protected by federal, state or local laws.
Authorization to Check References. By signing this job application, I certify that the information contained in this application form is true and correct to the best of my knowledge and I agree to have any of the statements checked by the Company, unless I have indicated to the contrary. I authorize the schools, companies, and organizations' supervisors and references listed to provide the Company with any and all relevant information or knowledge that they may have and may be permitted by law to give the
Company. Further, I hereby release the Company, my former employers and all other persons from any and all claims, demands, or liabilities that may result from such inquiry or disclosure o information to the Company, as well as from the use or disclosure of such information on this application, which may result in my failure to receive an offer, the Company's revocation of an offer, or, if I am hired, in my termination of employment.
Background Checks. I understand that I will be asked to complete a notification and authorization to complete a background/credit check and understand that if I am denied employment based upon the information contained in the background/credit check report, I will be provided with the name, address, and telephone number of the consumer reporting agency, a copy of the report, and an explanation of my rights concerning it.
At Will Employment. I acknowledge and understand that if I am hired, my employment will be on an “at will” basis and can be terminated, with or without cause, and with or without notice, at any time, by either myself or the Company. I understand that no employee or representative of the Company other than Senior Management has any authority to enter into any agreement for employment for any specified period of time, or to make any agreement contrary to the foregoing. Further, only Senior Management may alter the at-will nature of the employment relationship if a clear intent to do so is expressed in a specific written agreement signed by Senior Management and myself. I also understand that all offers of employment are conditioned on, among other things, the provision of satisfactory proof of my identity and legal authority to work in the U.S. As a condition of employment, you may need to prove your work authorization for the United States by the completion of the I-9 form. In addition, Seaport Global Holdings LLC participates in the EVerify program which provides both the Social Security Administration (SSA) and the Department of Homeland Security (DHS) with information from the I-9 to confirm identity and work authorization.
Validity of Information. I understand that any false or misleading information that I provide and/or any material information that I fail to provide in my application or interview or otherwise in connection with the application process may constitute grounds for revocation of an offer, refusal to hire or, if hired, termination of my employment at any time.
If employed, I agree to hold in the strictest of confidences, any information concerning the Company its insured, and its agents, which may come to my knowledge.
In consideration of my employment, if I am employed. I agree to conform to the employment policies of the Company.
I understand that completion of this Application For Employment does not guarantee that I have been employed by this Company.
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Investment banking associate job description example 3
Citi investment banking associate job description
**You're the brains behind our work.**
You're ready to bring your knowledge from the classroom to the boardroom; and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team; and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Our Institutional Clients Group, is looking for Summer Associates to join the Banking, Capital Markets & Advisory Investment Banking team in NAM. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients.
**Your time here will look something like this...**
* Conduct industry analysis and research to intelligently advise corporate clients * Handle multiple banking projects while managing time and expectations * Develop new business presentations
**We provide you with the knowledge and skills you need to succeed.**
We're committed to teaching you the ropes. The 10 week program starts in June and begins with a 1 week intensive training program. You will also be able to meet and network with Citi professionals from all parts of the bank through Citi's formal mentor program and Summer Associate events, both of which are great opportunities to hear people's experiences and learn more about the firm. Once you complete the program, you will be eligible for a full-time offer.
**We want to hear from you if...**
* You are pursuing an MBA from a top academic institution in the U.S. * You have relevant work experience
**Who we think will be a great fit...**
A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking, and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: * Commitment to personal growth and career development - a strong desire to learn and success in team environments * Knowledge of the global or domestic business landscape is a plus, but not required * Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver the best results on every project * Desire to develop a deep understanding of the financial industry * Unquestioned commitment to integrity and ethical decision-making Effective November 1, 2021, Citi requires that all successful applicants must be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
You're ready to bring your knowledge from the classroom to the boardroom; and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team; and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Our Institutional Clients Group, is looking for Summer Associates to join the Banking, Capital Markets & Advisory Investment Banking team in NAM. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients.
**Your time here will look something like this...**
* Conduct industry analysis and research to intelligently advise corporate clients * Handle multiple banking projects while managing time and expectations * Develop new business presentations
**We provide you with the knowledge and skills you need to succeed.**
We're committed to teaching you the ropes. The 10 week program starts in June and begins with a 1 week intensive training program. You will also be able to meet and network with Citi professionals from all parts of the bank through Citi's formal mentor program and Summer Associate events, both of which are great opportunities to hear people's experiences and learn more about the firm. Once you complete the program, you will be eligible for a full-time offer.
**We want to hear from you if...**
* You are pursuing an MBA from a top academic institution in the U.S. * You have relevant work experience
**Who we think will be a great fit...**
A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking, and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: * Commitment to personal growth and career development - a strong desire to learn and success in team environments * Knowledge of the global or domestic business landscape is a plus, but not required * Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver the best results on every project * Desire to develop a deep understanding of the financial industry * Unquestioned commitment to integrity and ethical decision-making Effective November 1, 2021, Citi requires that all successful applicants must be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Updated March 14, 2024