How to become an Investment Banker


estimated salary

What do they do?

Thinking about becoming an Investment Banker? Capital idea…

Investment Bankers provide financial advice to businesses and governments, and help them raise the capital required for investments.

They differ from regular investors (such as angels) or Merchant Bankers in that they work solely with companies and commercial clients, rather than individual investors, but their primary function remains the same – to help ensure people make intelligent investments.

Typical duties for an Investment Banker include:

  • Buying and selling securities
  • Bond and equity financing
  • Profit forecasting and risk analysis
  • Underwriting deals
  • Assisting with mergers and corporate acquisitions
  • Ensuring that government regulations have been followed when raising capital

Is it right for me?

Contrary to popular belief, you don’t have to aspire to be the next Wolf of Wall Street in order to become an Investment Banker.

In fact, it’s within everyone’s interest that your recommendations help organisations progress, and the ability to build good relationships with your clients will be key to success in this position.  Maintaining a professional appearance is similarly vital when attracting potential investors.

Other key skills for an Investment Banker include:

  • A strong background in mathematics
  • Commercial awareness
  • Logical thinking and problem solving
  • Excellent negotiation skills
  • Self-confidence
  • Drive and determination
  • The ability to work well under pressure

Career Progression

Investment Analyst

Up to £40,000

Investment Banker

Up to £60,000

Senior Investment Banker

Up to £120,000

What's it really like?

I got into investment banking pretty much straight after university, doing various paid internship positions until I’d built up a decent network of contacts – which helped get me my first full-time position. I won’t lie that initially, I was drawn to the industry because of the potential pay packet, but I soon became passionate about helping my clients’ profits grow – almost more than they were. The hours can be long and it can be stressful, but the buzz you get when your recommendations reap financial rewards make the hard work well worth it. To be honest, I can’t imagine doing anything else.

Get qualified

You will generally need a degree in order to become an Investment Banker. However, Investment Banks hire graduates from all disciplines, not necessarily just those with a finance background. However, a good knowledge of current financial markets and a relevant course will be essential to get started in the industry.

Level 3 Diploma in Banking with Official Certification

The Diploma in Banking - Level 3 will give learners a strong foundational knowledge of the principles of banking. It is an in-demand industry with plenty of job opportunities available and individuals being able to progress easily in their education.

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CPD Accredited Introduction to Financial Markets

This course will give you a foundation for trading, starting with the stock exchange and the different types of asset class and markets (with a focus on the Forex), and moving onto some major instruments and methods.

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