Investment Banker Duties & Responsibilities

The role and function of an Investment Banker includes the following duties and responsibilities:

  • 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.

Note that this is not an exhaustive list of Investment Banker duties and responsibilities. Job functions for specific Investment Banker roles may vary, depending on the industry and type of employer.


Share on