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InvestmentBanking - Eligibility

Eligibility

Entry Level Mid Level Senior Level
Types of Roles Investment banking analyst Associate investment banker, vice president Director, senior vice president,
Experience 0 - 2 years 3 - 8 years 9+ years

Getting There

Entry Level:

Bachelor's degree in finance or accounting
Strong mathematical and analytical skills
Knowledge of different types of equity transactions
Technology skills and experience (specifically in Microsoft Excel and PowerPoint)

Midlevel:

All entry-level requirements
An MBA with a focus in finance or economics
Strong industry relationships and knowledge
Experience pitching and presenting to clients

Senior Level:

All mid-level requirements
Experience sourcing, executing and closing different types of transactions
Solid sales and negotiation skills
National Association of Securities Dealers (NASD) Series 7, 24 and 63 licenses
 

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