NYIBF Resource Center

Investment Banking Career Guide

A practical guide to investment banking careers, common roles, core technical skills and professional training.

Investment banking combines financial analysis, valuation, transaction work and client-facing decision support. Responsibilities vary by role and firm.

What does an investment banker do?

Common work includes financial statement analysis, valuation, transaction materials and support for mergers, acquisitions or capital raising.

Skills to develop

• Financial statement analysis
• Valuation
• Financial modeling
• Excel and data analysis
• Transaction understanding
• Business communication

Training pathway

Structured professional education can organize technical topics and practice. See the NYIBF Investment Banking Certification and Financial Modeling Professional Certificate.