Finance & AccountingFree Template

Investment Banker Job Description

Complete job description template with responsibilities, requirements, qualifications, and benefits. Customize for your organization.

Typical salary range: $100,000 - $200,000
Last updated: January 2026Expert reviewed|Templates reviewed by HR professionals

Job Description Template

About the Role

We are seeking an experienced Investment Banker to join our growing team. The ideal candidate will have a strong background in Financial Modeling and M&A and a passion for delivering excellent results. This role offers the opportunity to work on challenging projects and make a meaningful impact on our organization.

Employment

Full-time

Location

Hybrid/Remote

Experience

2+ years

Salary

$100,000 - $200,000

Responsibilities

  • Apply Financial Modeling expertise to solve complex problems and deliver high-quality results
  • Apply M&A expertise to solve complex problems and deliver high-quality results
  • Apply Valuation expertise to solve complex problems and deliver high-quality results
  • Perform Investment Banker duties in accordance with company policies and industry standards
  • Collaborate with cross-functional teams to achieve organizational goals
  • Maintain accurate records and documentation of work activities
  • Participate in team meetings and contribute to process improvements
  • Stay current with industry trends and best practices

Requirements

  • Bachelor's degree in a relevant field or equivalent experience
  • 2+ years of experience in a Investment Banker or similar role
  • Proficiency in Financial Modeling
  • Proficiency in M&A
  • Proficiency in Valuation
  • Proficiency in Pitchbooks
  • Strong problem-solving and analytical skills
  • Excellent verbal and written communication skills
  • Ability to work independently and as part of a team

Nice to Have

  • Advanced degree or professional certification
  • Experience with Deal Execution
  • Experience in a fast-paced environment
  • Knowledge of industry best practices and emerging trends

Benefits

  • Competitive salary and performance bonuses
  • Comprehensive health, dental, and vision insurance
  • Flexible work arrangements and remote work options
  • 401(k) matching and retirement planning support
  • Professional development and training opportunities
  • Generous paid time off and holiday schedule

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Key Skills for This Role

Financial ModelingM&AValuationPitchbooksDeal Execution

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