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Investment Banker Job Description

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Investment Banker Job Description

We are recruiting for a qualified Investment Banker to join our dynamic team. In this role, your goal will be to evaluate companies and assist clients in building capital. Working as an Investment Banker, you will be responsible for managing mergers, implementing financial models, and preparing legal and financial records.

We expect candidates to have experience in managing mergers and selling financial products for corporate and government clients. In addition, we would like you to be an excellent communicator and ideal candidates will also possess high-grade quantitative and analytical skills.

Investment Banker Responsibilities

  • A minimum of 3 years’ experience as an investment banker.
  • In-depth knowledge of deal structuring, regulations, and closing principals.
  • Excellent analytical and quantitative skills.
  • Ability to work well under pressure.
  • Good written and verbal communication skills.
  • Bachelor’s degree in Finance or similar field.

Investment Banker Requirements

  • Conduct research and review financial information and market trends.
  • Issue debt and trade equity to increase capital.
  • Create and implement financial models to review deals and determine profitability.
  • Oversee mergers and acquisitions.
  • Supervise IPOs and private equity settlements.
  • Lead and support clients through the expansion of corporate and personal enterprise.
  • Prepare legal and financial records to complete investments, acquisitions, and purchases.
  • Examine all risks and give financial advice.
  • Identify and close potential investors.
  • Maintain comprehensive knowledge of regulatory and legal issues in the financial industry.
  • A minimum of 3 years’ experience as an investment banker.
  • In-depth knowledge of deal structuring, regulations, and closing principals.
  • Excellent analytical and quantitative skills.
  • Ability to work well under pressure.
  • Good written and verbal communication skills.
  • Bachelor’s degree in Finance or similar field.

Personalising Your Investment Banker Job Description Advise

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company’s culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.


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