INVESTMENT BANKING ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Nov 13, 2025 - The Investment Banking Analyst has experience in corporate finance, financial modeling, and valuation techniques such as discounted cash flow (DCF), precedent transactions, and comparable company analysis. This role requires strong analytical and problem-solving skills, advanced proficiency in Excel and PowerPoint, and the ability to prepare valuation models, pitch materials, and transaction support for M&A, debt, and equity deals. The Analyst also possesses a solid understanding of accounting adjustments, capital market instruments, and excellent communication, teamwork, and organizational abilities to deliver high-quality financial insights and client support.

Essential Hard and Soft Skills for a Standout Investment Banking Analyst Resume
  • Financial Modeling
  • Valuation Analysis
  • Due Diligence
  • Market Research
  • Transaction Execution
  • Credit Analysis
  • Debt Structuring
  • Financial Analysis
  • Documentation Preparation
  • Pitchbook Preparation
  • Client Communication
  • Team Collaboration
  • Project Management
  • Client Relations
  • Cross-Team Coordination
  • Investor Relations
  • Business Development
  • Risk Mitigation
  • Presentation Skills
  • Leadership

Summary of Investment Banking Analyst Knowledge and Qualifications on Resume

1. BA in Economics with 2 years of Experience

  • Investment banking at a financial analyst level.
  • Understanding or experience in distress/restructuring, or M&A.
  • Demonstrated quantitative, analytic, and modeling skills.
  • Highly developed written and oral communication skills.
  • Knowledge of capital markets and investment banking products.
  • Expertise in financial and computer applications (Excel, PowerPoint, Word, Bloomberg).
  • Understanding/experience with credit analysis.
  • Strong interpersonal skills utilized within a team environment and in client interaction.
  • Strong work ethic and attention to detail.
  • High level of integrity.

2. BS in Finance with 1 year of Experience

  • Understanding of valuation concepts.
  • Strong understanding of financial statement analysis and accounting.
  • Experience with Microsoft Office, including Excel, PowerPoint, and Word.
  • Demonstrated ability to communicate effectively both verbally and in writing.
  • Highly organized and extreme attention to detail.
  • Strong analytical and problem-solving skills.
  • Ability to grasp new concepts quickly.
  • Strong organizational skills with an ability to manage a process from start to finish.
  • Strong interpersonal, leadership, and team-management skills.
  • Willingness to complete FINRA Series 79, Series 63, and Series 50 Licenses on time.

3. BS in Accounting with 4 years of Experience

  • Experience in M&A, restructuring, sector team, or leveraging finance at a reputable foreign investment bank.
  • Strong accounting, applied financial theory, and analytical capabilities.
  • Comprehensive understanding of capital structure optimization and cost of capital principles.
  • Can support the preparation of client presentations, pitch books, and investor materials for live transactions and new business opportunities.
  • Experience in conducting industry research and comparable company analyses to support valuation and strategic recommendations.
  • Experience in due diligence processes by coordinating with legal, accounting, and operational teams.
  • Proficiency in Microsoft Office, and the ability to conduct financial and valuation analysis with Excel or comparable tools, and strong modeling skills.
  • Excellent command of database tools such as FactSet, Bloomberg, MergerMarket, etc.
  • Excellent verbal and written communication skills in English.
  • Demonstrated ability to work cooperatively with team members.
  • Ability to work independently in a fast-paced environment to support multiple deals.
  • Exceptionally strong work ethic.

4. BS in Statistics with 6 years of Experience

  • Relevant experience in a front office investment banking role focused on sector coverage, corporate finance execution, and/or M&A.
  • Previous experience or familiarity with healthcare.
  • Familiarity with healthcare industry trends, regulatory frameworks, and financial metrics relevant to the sector.
  • At least one completed HK IPO transaction.
  • In-depth understanding of valuation methodologies, including sum-of-the-parts (SOTP) and comparable transaction analysis.
  • Experience in preparing equity and debt offering materials, including prospectuses and investor presentations.
  • Experience conducting detailed company and industry analyses to support strategic advisory and financing transactions.
  • Awareness of global investment banking best practices and cross-border transaction considerations.
  • Understanding of investor relations strategies and how they influence market perception post-IPO.
  • Strong client-facing demeanor with the ability to communicate complex financial insights clearly and confidently.
  • Strong interpersonal, presentation, and organizational skills.
  • Exceptional attention to accuracy and detail in high-stakes financial deliverables.
  • Resilient and adaptable mindset to handle evolving transaction requirements and market dynamics.

5. BA in Business Administration with 3 years of Experience

  • Interest in Financial Markets and a strong willingness to develop in this area.
  • Financial markets licenses (obtained or worked towards).
  • In-depth knowledge of Derivatives instruments.
  • Strong understanding of financial statements, accounting principles, and corporate finance fundamentals.
  • Familiarity with equity and debt capital markets operations and deal structuring.
  • Experience conducting financial modeling and valuation analysis for mergers, acquisitions, and capital raising activities.
  • Able to support due diligence processes by gathering and analyzing data from clients and external sources.
  • Working knowledge of Power BI, VBA, and Tableau.
  • Outstanding written and verbal communication skills.
  • Results-oriented individual with strong analytical skills.
  • Dedicated problem solver and willing to take initiative to improve processes and efficiency.

6. BS in Actuarial Science with 5 years of Experience

  • CFA designation.
  • Experience in investment banking, corporate finance, or a similar role.
  • Demonstrated knowledge and strong interest in finance and capital markets.
  • Experience managing financial modeling and valuation for complex transactions, including M&A, equity offerings, and restructuring deals.
  • Experience leading the preparation of pitch materials, client proposals, and investor presentations to support business development efforts.
  • Ability to conduct strategic market assessments to identify potential acquisition targets and financing opportunities.
  • Can mentor junior analysts on financial modeling standards, valuation techniques, and presentation best practices.
  • Superior analytical and quantitative skills focused on financial analysis, accounting, and financial theory.
  • High level of attention to detail and ability to multitask.
  • Strong communication skills (verbal and written), including the ability to explain detailed financial and statistical analyses.
  • Ability to work within a fast-paced, demanding, and dynamic team environment.
  • Strong technical/computer skills (Excel, Word, PowerPoint, Bloomberg, FactSet).

7. BA in Communications with 2 years of Experience

  • Experience working with financial models and financial statement analysis.
  • Experience in Investment Banking or experience working with Financial Institution Groups in an analytical and/or financial role.
  • Ability to balance varying tasks and responsibilities.
  • Ability to work quickly and efficiently to meet deadlines.
  • Excellent organizational and time management skills.
  • Effective written and verbal communicator and the ability to work and communicate with team members and clients who work outside of the location.
  • Demonstrated strong proficiency with advanced functions of Microsoft Excel and PowerPoint.
  • Strong attention to detail.
  • Ability to complete the SIE Exam and obtain Series 7, 63, 79 certifications within 6 months of start date.
  • Ability to work with clients, senior leaders, and junior counterparts.
  • Willingness to work evening and weekend hours, and willingness to travel.

8. BS in Applied Mathematics with 4 years of Experience

  • Prior work experience in corporate finance.
  • Solid understanding of business and corporate finance principles.
  • Deep understanding of discounted cash flow (DCF), precedent transactions, and comparable company valuation methods.
  • Awareness of capital market instruments, including bonds, equities, and hybrid financing.
  • Knowledge of accounting adjustments and normalization techniques used in transaction modeling.
  • Experience supporting the execution of M&A, debt, and equity transactions by preparing valuation models and pitch materials.
  • Experience conducting company and industry research to identify strategic opportunities and assess competitive positioning.
  • Outstanding numerical and financial modelling skills and proficiency in Excel and PowerPoint.
  • Outstanding analytical and problem-solving skills with rigorous attention to detail.
  • Excellent team player with excellent interpersonal and communication skills.
  • Self-starter with the ability to work autonomously.
  • Good time management, process, and organizational skills.

9. BS in Accounting with 1 year of Experience

  • Work experience in Mergers and Acquisitions or Investment Banking.
  • Consistent record of academic and professional achievement.
  • Strong analytical, mathematical, and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Advanced proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
  • Ability to work effectively both independently and collaboratively in a team environment.
  • Capacity to manage multiple tasks and perform well under pressure with tight deadlines.
  • Well-rounded academic foundation, ideally including coursework in finance or economics.
  • Demonstrated leadership, initiative, and strong attention to detail.
  • High motivation, adaptability, and commitment to excellence within the financial sector.

10. BS in Statistics with 2 years of Experience

  • Work experience in a similar position or as a Junior Analyst some relevant work experience in conjunction with studies.
  • High financial modeling and analytical capabilities (e.g., DCF, LBO, comps, precedent transactions).
  • Strong understanding of financial statement interlinkages and key performance metrics.
  • Familiar with capital structure optimization and cost of equity/debt estimation techniques.
  • Working knowledge of scenario and sensitivity analysis in complex financial models.
  • Can conduct market and investor sentiment analyses to support equity and debt issuance strategies.
  • Strong Microsoft Office capabilities, including Excel and PowerPoint.
  • Ability to master FactSet, Bloomberg, and other applications.
  • Ability to provide a quick turnaround of requests.
  • Proven ability to work accurately under tight deadlines and manage multiple priorities simultaneously.
  • Professional demeanor, reliability, and accountability in managing deliverables and stakeholder expectations.

11. BS in Finance with 7 years of Experience

  • Completed CFA certification.
  • Previous experience or familiarity with energy, E&P, energy services, and/or renewables such as biofuels and RNG.
  • FINRA Series 79 and Series 63 licenses.
  • Excellent analytical ability, including demonstrated knowledge of valuation techniques and practices, including cash-flow analysis.
  • Knowledge of accounting principles relating to financial statement preparation and business combinations.
  • Demonstrated experience preparing high-quality client deliverable documents and presentations.
  • Demonstrated job commitment, including a willingness to work, as well as personal flexibility and adaptability to meet client deliverables and timelines.
  • Extremely dedicated and motivated individual with high career aspirations.
  • Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames.
  • Excellent interpersonal and presentation skills, to actively participate in developing and maintaining productive client relationships.
  • Well-developed organizational skills to respond to shifting priorities on several simultaneous projects.
  • Ability to mentor and train junior professionals.
  • Excellent interpersonal, presentation, oral, and written communication skills to convey factual and conceptual information to others and promote the interests of CIBC Capital Markets.
Relevant Information
Investment Associate Skills, Experience, and Job Requirements
Investment Analyst Skills, Experience, and Job Requirements
Investment Administrator Skills, Experience, and Job Requirements
Investment Assistant Skills, Experience, and Job Requirements