How to Become an Investment Banker

If you want to become an investment banker, you need to have a certain amount of work experience or a change in career. It is important to note that investment banks are highly competitive and typically only hire people with a degree from a top university. As a result, you should get an MBA from a top university to be considered for a Goldman Sachs job. In addition, you should make sure that you have the right education and certifications.

Work Experience

There are many different ways to become an investment banker, and the experience required will depend on the type of career you choose. There are roles in investment banking requiring various skillsets, but in general, an investment banker will be required to have some sort of finance background. The most common roles are in the operational side of the industry, where you will be responsible for preparing investment memos and pitchbooks.

For those without any prior experience, internships can be a great way to get the job experience you need to land a position. Investment banks regularly hire graduate and undergraduate students to complete internships that include training and mentorship. Interns perform duties similar to those of analysts and associates, including gathering data, working with financial models, and interacting with clients. Internships can be a great way to build your resume and impress potential employers.


If you want to learn how to become an investment banker, you need to acquire a lot of skills. These skills include financial modeling, business analysis, valuation, capital markets, and FINRA. Unfortunately, most students will not see much of this in their first two years of college. Luckily, there are plenty of internship opportunities available in investment banking. Listed below are some tips to become an investment banker. By following these tips, you will have a much better chance of landing the job of your dreams.

You can start by becoming a financial analyst, which will give you a solid grounding in the industry. Typically, these positions are for two years, and they will teach you the basics of financial markets, as well as the factors that affect the advice you give clients. Eventually, you can move up to an associate or VP role. Once you’ve achieved this, you can apply for positions in the management ranks.


Developing your network is vital to your success in this field. Networking is best conducted through real, authentic interactions. Joining investment banking communities on social networking sites like LinkedIn is a great way to build a network of potential investment bankers. Also, make contact with people who have worked in investment banks in the past, as this will help you meet new people. Try to maintain a relationship with people you attended school with, as this will open the door to new introductions. Likewise, join your university’s career network, as this will help you meet potential investment banking colleagues.

Use a networking toolkit, which can help you master the art of networking. The tools included are detailed action plans and templates for informational interviews and dozens of email templates. You can use these resources to craft the most effective email messages and follow-ups. Moreover, this toolkit includes examples of initial phone calls to potential contacts. By making use of this toolkit, you can easily develop your personal brand and make valuable connections with investment bankers.

career in investment banking
career in investment banking

CFA Certification

The CFA certification for investment bankers is an excellent choice for financial professionals interested in a career in investment banking. It is also a great option for consultants and business leaders looking to learn more about the business and its activities. The exam is based on real-world scenarios and is designed to prepare students for the work of investment banks. Although academics are still the most important factor in the job market, certifications are beneficial for career advancement and personal branding.

The exam covers topics such as financial statement analysis, valuation, M&A, capital markets, and valuation. You will also learn about interview tips and how to prepare for your test. The program is offered online, and can be completed in as little as seventy hours, depending on your skill level and experience. The good thing about this program is that you don’t have to wait years before you can get your certification. You can start your training whenever you want.

Getting An Internship

Many investment banks have internship programs across their various divisions, including sales, trading, corporate finance, mergers and acquisitions, and risk and quantitative finance. There are also internships within the operations and compliance departments. Many banks also offer a spring internship program that serves as a feeder program for second-year interns. If you are interested in becoming an investment banker, you will need to demonstrate the technical and social skills necessary to be a successful intern.

Most Investment Banking Internships require a summary presentation, which highlights the results of a continuous project. These projects typically revolve around a strategy/advisory topic and simulate the work of a full-time analyst. A summary presentation is often a case study, and preparation is the key to delivering a good presentation. Practice in front of trusted peers to perfect your presentation. You may even want to prepare for this presentation ahead of time.

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