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)
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
| 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
