Updated on Nov 27, 2024 06:11 IST
Jaya Sharma

Jaya SharmaAssistant Manager - Content

There are many investment banking job roles including investment banking analysts, corporate finance specialists, equity research professionals, and mergers and acquisition consultants. Those who want to build a career in different investment banking job roles need to learn skills including financial modelling techniques, valuation methodologies, financial statement analysis, and risk assessment strategies. 

Types of Investment Banking Job Roles

The following types of investment banking job roles are available:

Job Role

Key Responsibilities

Investment Banker

These professionals develop complex financial models, conduct detailed company research, prepare comprehensive pitch books, and support senior bankers in client presentations. They analyze financial statements, create valuation models, and assist in mergers and acquisition transactions.

Corporate Finance Specialist

They design and structure financial solutions for corporate clients, develop capital-raising strategies, conduct in-depth financial due diligence, and help companies optimise their financial structures through debt and equity instruments.

Mergers and Acquisitions (M&A) Associate

M&A associates are responsible for complex transaction processes, conducting thorough financial and strategic analysis of potential merger targets, performing detailed valuation assessments, and helping negotiate critical deal terms.

Equity Research Analyst

They perform comprehensive financial analysis of companies, develop detailed research reports, create financial forecasts, provide investment recommendations, and track industry trends and market dynamics.

Investment Banking Associate

These professionals bridge the gap between junior analysts and senior bankers, manage multiple deal processes, refine financial models, develop client presentations, and provide strategic financial advice.

Capital Markets Specialist

They manage the issuance of securities, develop pricing strategies for stock and bond offerings, coordinate with regulatory bodies, and support companies in accessing public and private capital markets.

Restructuring Specialist

Companies in financial crisis are helped by restructuring specialists for developing strategic recovery plans, negotiating with creditors, analysing complex financial challenges, and designing comprehensive financial restructuring strategies.

Risk Management Analyst

They assess financial risks for investment banking transactions, develop sophisticated risk mitigation strategies, create detailed risk assessment models, and ensure compliance with financial regulations.

Underwriter

These professionals evaluate and assess the financial risk of potential investments, determine appropriate pricing for financial products, and review and analyze complex financial documents. They also make decisions about accepting or rejecting financial transactions.

Asset Manager

These professionals are responsible for asset management. They develop and manage investment portfolios, create sophisticated investment strategies, analyze market trends, select appropriate investment opportunities, and optimize returns while managing financial risks for individual or institutional clients.

Credit Risk Analyst

They assess credit risks, develop risk evaluation models, and provide critical insights into potential financial investments.

Investment Strategy Consultant

These professionals develop comprehensive investment strategies, provide high-level advisory services, and help clients make critical financial decisions.

Investment Banking Job Roles Based on Work Experience

The following table mentions the different types of investment banking job roles based on work experience:

 

Experience Level

Job Role

Entry Level (0-2 Years)

Investment Banking Analyst

Corporate Finance Analyst

Junior Compliance Analyst

Mid-Level (3-5 Years)

Investment Banking Associate

Equity Research Associate

Underwriter

Financial Valuation Specialist

Senior Level (6-8 Years)

Mergers & Acquisition Manager

Capital Markets Specialist

Debt Capital Markets Specialist

Executive Level (9-12 Years)

Risk Management Director

Private Equity Analyst

Specialized Roles (All Levels)

Asset Manager

Restructuring Specialist

Financial Technology (FinTech) Specialist

International Finance Specialist

Credit Risk Analyst

Investment Strategy Consultant

Industries With Vacancies For Investment Banking Job Roles

As per the data on Naukri.com, the following industries have vacancies for different investment banking job roles:

 

Industry

Vacancies

IT Services & Consulting

2807

Investment Banking / Venture Capital / Private Equity

2210

Financial Services

1799

Banking

756

Insurance

545

Recruitment / Staffing

354

Manufacturing & Production

303

Accounting / Auditing

211

Analytics / KPO / Research

204

Education / Training

177

Pharmaceutical & Life Sciences

123

Average Salary of Investment Banking Job Roles

As per AmbitionBox, the average salary of the following investment baking job roles is as mentioned below:

Investment Banking Job Roles Average Salary
Investment Banking Analyst ₹ 15 Lakhs
Corporate Finance Analyst ₹ 6 Lakhs
Compliance Analyst ₹ 6.4 Lakhs
Investment Banking Associate ₹ 15.2 Lakhs
Equity Research Associate ₹ 12.7 Lakhs
Underwriter ₹ 5.3 Lakhs
Financial Valuation Specialist ₹ 7.2 Lakhs
Mergers & Acquisition Manager ₹ 18.3 Lakhs
Private Equity Analyst ₹ 10.9 Lakhs
Asset Manager ₹ 6.9 Lakhs
Credit Risk Analyst ₹ 12.3 Lakhs
Strategy Consultant ₹ 25.5 Lakhs

How To Get The Best Investment Banking Job Opportunities?

  • Students should pursue a bachelor's degree in Finance, Economics, Accounting, or business administration. They should take advanced mathematics and financial modelling courses and consider double majoring or obtaining relevant minors to strengthen their academic profile.
  • Aspiring investment bankers need to develop advanced Excel skills. Students should learn programming languages like Python and R for financial analysis and become proficient in financial software such as Bloomberg Terminal and Capital IQ.
  • Securing internships at investment banks and financial institutions is important for students. They should aim to obtain internships at top-tier banks like Goldman Sachs, Morgan Stanley, and JP Morgan.
  • Students should prepare for the Chartered Financial Analyst (CFA) Level I exam and obtain the Financial Modeling & Valuation Analyst (FMVA) certification. Acquiring Series 7 and Series 63 licenses and completing specialized investment banking certification courses can significantly improve their professional credentials.
  • Those who aim for investment banking jobs must build a strong professional network. Students need to connect with alumni working in the field, participate in networking events and leverage LinkedIn to expand their professional connections.
  • Students must practice technical interview questions, prepare detailed case study presentations, learn financial concepts develop strong communication and presentation skills to stand out in the competitive job markets.

Popular Investment Banking Colleges in India

Following are the most popular Investment Banking Colleges in India. Learn more about these Investment Banking colleges (Courses, Reviews, Answers & more) by downloading the Brochure.
1 Course
24.2 L
25 LPA
90 K
5.0
2 L - 10 L
3.75 - 7.25 LPA

Banking, Finance & Insurance Applications open. Apply Now

389 - 8.64 K
6.75 L
4.9
4 Courses
540 - 27.5 K
9.72 LPA

Popular Private Investment Banking Colleges in India

2 Courses
10.85 L
5.0
8 L - 10.8 L
8.6 LPA

Banking, Finance & Insurance Applications open. Apply Now

2.25 L - 2.6 L
11.06 LPA
5 Courses
6.4 L - 12 L

Banking, Finance & Insurance Applications open. Apply Now

1.5 L - 16.72 L
4.5
11 L - 18 L
3.8

Banking, Finance & Insurance Applications open. Apply Now

Popular Investment Banking UG Courses

Following are the most popular Investment Banking UG Courses . You can explore the top Colleges offering these UG Courses by clicking the links below.

UG Courses

Popular Investment Banking PG Courses

Following are the most popular Investment Banking PG Courses . You can explore the top Colleges offering these PG Courses by clicking the links below.

PG Courses

Popular Exams

Following are the top exams for Investment Banking. Students interested in pursuing a career on Investment Banking, generally take these important exams.You can also download the exam guide to get more insights.

14 Jan ' 25

CFA 2024 Level 1 November Result

16 Jan ' 25

CFA 2024 Level 2 November Result

To Be Notified:

AMU Entrance Exam 2025: Round 3 Firm List

To Be Notified:

AMU Entrance Exam 2025: Round 2 Grace period with...

Aug '24

LUACMAT 2024 Counselling

TENTATIVE

Jul '24

Download LUACMAT Admit Card

TENTATIVE
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Student Forum

chatAnything you would want to ask experts?
Write here...

Answered 3 weeks ago

Corporate banking is a long-term relationship that involves traditional banking, risk management, and financing services to corporations. If you value a balanced lifestyle and a steady career with growth opportunities, corporate banking may be the better choice. Corporate banking focuses on the long

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Surbhi Sahu

Guide-Level 13

Answered 2 months ago

Certificate Program in Investment Banking Operations is a 7-month advanced-level certification program offered by BSE Institute Ltd. Here are the subjects covered in the program:

Subjects Topics Covered
Financial MarketsFinancial System
Investment Banking
Equity
Debt
Securitisation
Money Market
Foreign Exchange
Commodity Markets
Derivatives
Investment BankingInvestment Banking
Trade Life Cycle
Reference Data Management
Global Security Operations & Settlements
Corporate Actions
Collateral Management
Reconciliations
Asset Management
Risk ManagementRisk Management
DFAST
CCAR
Recovery & Resolution Plan
Introduction to Regulators

Note: The information is sourced from external sites and may vary.

A

Akansha Bisht

Contributor-Level 10

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