Investment Banking Analyst

Research and Analysis

An investment banking analyst combs through the investment portfolios of companies and industries. The research and analysis must be extensive so you can produce a report, which offers ideas or solutions.

Monitoring Finances

Investment banking analysts have to keep a close eye on the finances of the organization. This role involves analyzing cash flow and other account statements. While monitoring finances, you make projections of the organization's financial statements. You're also responsible for valuation analyses, which make use of several methodologies such as financial ratios.

Client Assistance

As an investment banking analyst, you're the link between attorneys, investors, and clients. You need to prepare for calls or conference meetings with clients. Customers need the expertise of an analyst when undertaking prospective or actual transactions. It's your duty to analyze the requisite data to help your company provide prospective or current corporate clients with the necessary advice pertaining to these transactions. Your input is also important in identifying prospective opportunities and attractive investment opportunities.

Pitch Books Compilation

Using presentation software such as PowerPoint, you compile pitch books to assist in securing deals with prospective clients. You incorporate comprehensive analysis of investment, financing or strategic acquisition options and any proposals for the client that are in line with his strategic goals. The pitch book also includes a strengths, weaknesses, opportunities, and threats (SWOT) analysis as well as a profile of your investment bank. The previous successes of your bank, team and its performance are key to clinching the deal, so remember to include this information in the pitch book.