Simon Business School

Investment Banking

The primary roles of investment banking are raising capital and providing advisory services for financial activities that often involve mergers and acquisitions (M&A) or restructuring. As an investment banker, you may perform company valuations, work alongside corporate lawyers to prepare prospectuses, and assist with marketing the company to investors. During mergers and acquisitions, the buying and selling entities often seek council from investment bankers. Throughout your career, you may be a generalist or have the opportunity to specialize in a particular industry. Technology, media, and telecom (TMT), consumer product, healthcare, industrial, and energy sectors all rely on investment bankers for capital and financial services.

Employment Outlook and Career Opportunities

Investment banking has traditionally offered excellent salaries and benefits to candidates who can excel in a rigorous, fast-paced environment. MBA talent often begin their careers as associates, unlike undergraduate candidates who usually start as analysts. Typically, it takes an associate eight to 10 years to become a managing director.

Job Titles

Sample titles for investment banking functions include:

  • Banking Associate
  • Director
  • Managing Director

In-Demand Skills and Character Traits

The investment banking sector demands advanced qualitative and analytical skills, often developed in accounting, finance, and financial modeling graduate courses. Bankers may present data to investors, therefore strong presentation, oral, and written communication skills are highly desired. Accuracy, attention to detail, poise, and energy are attributes shared by most successful investment bankers.

Investment Banking Career Preparation at Simon
Academic Path

As you pursue your MBA, you are encouraged to explore the Finance concentration to prepare for your career.

Co-Curricular Opportunities

Students entering the investment-banking field are strongly encouraged to join the Financial Management Association (FMA). The club is dedicated to exploring corporate and global financial issues. It hosts a number of industry speakers and skill-building activities, including a financial modeling course at Simon. FMA, in partnership with the Simon Career Center, also holds workshops to help students prepare for employment interviews, which are often technical in nature.

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