Investment Banking - Eligibility


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)


All entry-level requirements

An MBA with a focus in finance or economics

Strong industry relationships and knowledge

Experience pitching and presenting to clients

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

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

Institutes : Click here for more information