How to become an Investment Banking Analyst
Entry-level investment banking professional supporting M&A, public equity, debt, municipal finance, valuation, transaction execution, research, financial modeling, and client development activities.
Top Skills Required
- Financial modeling
- Valuation analysis
- Comparable company analysis
Education & Certifications
Typical: Bachelor's degree in finance, accounting, economics, business administration, mathematics, public policy, or a related field; undergraduate study is typical for summer analyst programs.
Alternative paths:
- Relevant coursework or experience in public finance, fixed income, governmental accounting, or life sciences
- Equivalent experience in investment banking, consulting, accounting, capital markets, or other analytical transaction-focused professional services
- Progress toward CFA or relevant securities licenses such as Series 52 or Series 63