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If you’ve Googled ‘Investment Banker job description,’ you’ve probably seen a dozen or more examples. But here’s the problem: most of them are dry, impersonal, and focus more on the role’s technical requirements than on the type of person your team truly needs. They don’t paint a picture of what it’s like to work at your firm, or why top candidates should be excited to join your team.
The truth is, attracting the best investment bankers isn’t just about listing their duties or qualifications—it’s about presenting your company’s mission, values, and culture in a way that resonates with the kind of professional who thrives in your environment.
If you’re tired of generic, cookie-cutter job descriptions and want a post that stands out—one that actually captures the attention of top-tier investment bankers—this is the guide for you.
And if you’re looking for a more comprehensive guide on creating the perfect job description, check out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ for further insights and best practices.
Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.
What An Investment Banker Actually Does - Their Roles
An investment banker plays a key role in helping businesses, governments, and other organizations raise capital, manage financial risks, and make strategic decisions. Their work involves complex financial modeling, advising on mergers and acquisitions, and facilitating major financial transactions.
In simple terms: An investment banker is the expert your company turns to when it needs financial advice, strategic planning, and help navigating complex financial landscapes. They are integral to making high-stakes business decisions that can shape the future of entire organizations.
But being an investment banker is not just about the numbers. It’s about understanding clients’ goals, building relationships, and having the confidence to manage both opportunities and risks. Strong communication skills, emotional intelligence, and the ability to thrive under pressure are just as important as technical expertise.
Two Great Investment Banker Job Description Templates
Job Description For Experienced Investment Bankers:
Job Title: Experienced Investment Banker | Mergers & Acquisitions | Sterling Capital Partners
Location: New York, NY | Full-Time | $150,000–$200,000 (Based on Experience)
Video from the Hiring Manager:
[Insert Loom or YouTube video link here]
Get a sneak peek into our team, culture, and the exciting projects you’ll be part of at Sterling Capital Partners.
About Us:
At Sterling Capital Partners, we’re one of the top investment banking firms specializing in mergers and acquisitions, private equity, and corporate advisory. With over 30 years of experience, we’ve successfully facilitated over $50 billion in transactions across various industries. Our team thrives on collaboration, excellence, and innovation, with a commitment to delivering unmatched value to our clients.
What You’ll Do:
- Lead the execution of M&A transactions, from initial strategy development to closing.
- Provide expert financial advisory services to corporate clients and institutional investors.
- Build and maintain strong relationships with key clients and stakeholders.
- Conduct detailed financial analysis, including valuations, projections, and risk assessments.
- Manage complex financial models and collaborate with other departments to ensure seamless execution.
- Develop and deliver presentations to clients, senior executives, and stakeholders.
What We’re Looking For:
- 5+ years of experience in investment banking, with a focus on mergers and acquisitions.
- Expertise in financial modeling, valuation techniques, and market analysis.
- Proven track record of leading successful transactions and managing client relationships.
- Strong communication skills, with the ability to present complex financial information clearly.
- A high degree of professionalism, integrity, and the ability to work under pressure.
Perks and Benefits:
- Competitive salary and performance-based bonuses.
- Health, dental, and vision insurance.
- 401(k) with company match.
- Generous paid time off (PTO) and holiday schedule.
- Comprehensive professional development programs.
Why This Role Is a Great Fit:
- Join a fast-growing, dynamic firm that rewards initiative and results.
- Work alongside industry leaders in a collaborative, high-performance culture.
- Significant opportunities for leadership growth and career progression.
- Contribute to some of the most high-profile deals in the industry.
How to Apply:
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
Job Description For Entry-Level or Willing-to-Train Candidates:
Job Title: Junior Investment Banker | Sterling Capital Partners
Location: New York, NY | Full-Time | $75,000–$90,000
Video from the Hiring Manager:
[Insert Loom or YouTube video link here]
Take a look at what life is like at Sterling Capital Partners and hear directly from the team about the exciting opportunities we offer.
About Us:
At Sterling Capital Partners, we’ve been a leading name in the investment banking world for over three decades. We specialize in providing financial services that help businesses grow, secure funding, and manage complex financial transactions. Our team is a diverse group of passionate professionals who thrive in an environment where teamwork and innovative thinking are at the forefront.
What You’ll Do:
- Support senior bankers with financial modeling, data analysis, and market research.
- Assist in preparing pitch books, client presentations, and transaction documents.
- Participate in client meetings and help in managing relationships with institutional investors.
- Analyze financial statements, market trends, and economic data to support investment decisions.
- Collaborate with other team members to execute financial transactions and deliver client solutions.
What We’re Looking For:
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- Strong analytical skills and proficiency in Excel and financial modeling.
- Excellent written and verbal communication skills.
- A passion for finance, strategic thinking, and a willingness to learn.
- Ability to work effectively in a fast-paced and high-pressure environment.
Perks and Benefits:
- Competitive salary and performance-based bonuses.
- Health, dental, and vision insurance.
- 401(k) with company match.
- Generous paid time off (PTO) and holiday schedule.
- Access to mentorship and professional development programs.
Why This Role Is a Great Fit:
- Launch your career in investment banking with a supportive and growth-oriented team.
- Gain exposure to complex financial transactions and high-level advisory work.
- Work closely with experienced professionals who are passionate about mentoring and developing talent.
- Become part of a team that values your contributions and helps you grow within the firm.
How to Apply:
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Breakdown of Why These Investment Banker Job Posts Work
Creating a job post that attracts top-tier candidates requires more than just listing responsibilities and qualifications. Here’s a breakdown of why these job posts for Sterling Capital Partners are effective in drawing the right people:
1. Clear, Specific Titles
- Why it works: The job title “Experienced Investment Banker | Mergers & Acquisitions” is clear and specific, helping potential candidates immediately understand the role. It doesn’t just say “Investment Banker” — it highlights the area of focus (Mergers & Acquisitions), making it more targeted for experienced professionals. Similarly, “Junior Investment Banker” clearly signals the entry-level nature of the position.
2. Warm Intros with Context
- Why it works: Both job descriptions open with an engaging introduction to the company. For the experienced role, the intro explains the company’s long history and its position as a leader in the investment banking sector. For the entry-level role, the introduction focuses on professional development and the opportunity to grow in a supportive environment. Both intros create a sense of purpose, making candidates excited to apply.
3. Transparent Salary & Perks
- Why it works: Transparency in salary range and benefits builds trust right from the start. Top candidates appreciate knowing what they can expect in terms of compensation and perks, and offering this information upfront can prevent the loss of interest later in the hiring process.
4. Respectful Application Process
- Why it works: By using WorkScreen to evaluate candidates, the company ensures that applicants are assessed based on real-world ability and strengths rather than just resumes. This step demonstrates respect for candidates’ time and offers a structured, fair evaluation process. Additionally, the job posts clearly mention the use of WorkScreen for evaluation, which streamlines the application process.
5. Human Tone That Connects
- Why it works: Both job descriptions are written with a friendly, conversational tone. Rather than sounding like impersonal, corporate jargon, they feel welcoming and relatable. This is especially important in attracting top talent, as they want to work in an environment where they feel valued and understood, not just a cog in the machine.
6. Clear ‘Why This Role Is a Great Fit’
- Why it works: The “Why This Role Is a Great Fit” section communicates why candidates should be excited about the opportunity. It’s not just about filling a position — it’s about contributing to a high-impact team with room for growth and development. This section makes it clear that the company cares about employee success and long-term career progression.
Example of a Bad Investment Banker Job Description (And Why It Fails)
Here’s an example of a bad job description for an Investment Banker role. We’ll break down what’s wrong with this version to help illustrate the common pitfalls you should avoid.
Job Title: Investment Banker
Company: Global Financial Advisors
Location: New York, NY | Full-Time
Job Summary:
We are looking for an investment banker to join our team. The ideal candidate should have strong analytical skills and the ability to work under pressure. The role will involve managing client relationships and handling financial transactions.
Responsibilities:
- Manage daily operations and workflow.
- Work with clients on financial transactions.
- Conduct financial analysis and provide strategic advice.
Requirements:
- Bachelor’s degree in Finance or related field.
- 3+ years of experience in investment banking.
- Strong communication and organizational skills.
How to Apply:
Please send your CV to hr@globalfinancialadvisors.com by [Insert Date].
Why This Job Post Falls Short
- Generic Job Title:
- The title “Investment Banker” is too broad and lacks specificity. It doesn’t convey the specific expertise the company is looking for, such as mergers and acquisitions or financial advisory. This makes the post less appealing to the right candidates.
- The title “Investment Banker” is too broad and lacks specificity. It doesn’t convey the specific expertise the company is looking for, such as mergers and acquisitions or financial advisory. This makes the post less appealing to the right candidates.
- No Mention of Company Culture or Mission:
- There’s no introduction to the company’s values, mission, or what it’s like to work there. This leaves the candidate wondering why they should care about working for this company. Top-tier candidates are looking for more than just a job—they want to know what the company stands for and how they fit into the bigger picture.
- There’s no introduction to the company’s values, mission, or what it’s like to work there. This leaves the candidate wondering why they should care about working for this company. Top-tier candidates are looking for more than just a job—they want to know what the company stands for and how they fit into the bigger picture.
- No Salary Information:
- Omitting salary details can make a job post feel outdated and unprofessional. In today’s job market, candidates expect transparency in compensation. Leaving it out often makes potential applicants assume the company isn’t paying competitively, which could discourage them from applying.
- Omitting salary details can make a job post feel outdated and unprofessional. In today’s job market, candidates expect transparency in compensation. Leaving it out often makes potential applicants assume the company isn’t paying competitively, which could discourage them from applying.
- Cold Hiring Process:
- The phrase “Please send your CV” doesn’t feel personal or engaging. There’s no mention of what candidates can expect after applying, which can make the process feel impersonal and unclear. Top candidates want to know how the hiring process works and that they will be treated with respect throughout.
- The phrase “Please send your CV” doesn’t feel personal or engaging. There’s no mention of what candidates can expect after applying, which can make the process feel impersonal and unclear. Top candidates want to know how the hiring process works and that they will be treated with respect throughout.
- Vague Responsibilities:
- The responsibilities listed here—“manage daily operations” and “work with clients”—are too general. They don’t provide specific insights into the day-to-day tasks or the impact of the role. As a result, the job post doesn’t give candidates a clear understanding of what they will actually be doing or how their work will contribute to the company’s success.
- The responsibilities listed here—“manage daily operations” and “work with clients”—are too general. They don’t provide specific insights into the day-to-day tasks or the impact of the role. As a result, the job post doesn’t give candidates a clear understanding of what they will actually be doing or how their work will contribute to the company’s success.
- Zero Personality in the CTA:
- The call to action simply says “Please send your CV.” There’s no urgency, no excitement, and no reason why candidates should be motivated to apply. A strong call to action encourages candidates to take the next step with enthusiasm.
- The call to action simply says “Please send your CV.” There’s no urgency, no excitement, and no reason why candidates should be motivated to apply. A strong call to action encourages candidates to take the next step with enthusiasm.
This example clearly demonstrates the lack of detail, transparency, and personality that makes it less effective in attracting high-quality candidates. The post is generic, uninspiring, and doesn’t connect with the reader. When creating your own job posts, it’s essential to address these issues to make sure you’re attracting the right talent.
Bonus Tips to Make Your Job Description Stand Out
To make your job post even more compelling and attractive to top-tier candidates, here are some advanced details that can help your post stand out:
1. Add an Important Notice to Build Trust
It’s essential to make candidates feel secure when applying. Add an important notice to your job post that assures them their privacy is a priority.
Example:
“We take the security and privacy of all job applicants very seriously. We will never ask for payment, bank details, or personal financial information during any part of the hiring process.”
This type of notice builds trust and reduces any concerns candidates may have, especially in an age where online scams are prevalent.
2. Mention Leave Days or Flex Time
Candidates value work-life balance, and offering flexibility can be a strong selling point in attracting top talent. If your company offers generous leave days or flexible working hours, be sure to mention it.
Example:
“Enjoy up to 24 flexible days off per year, so you can recharge and come back stronger.”
This shows candidates that your company values their well-being and understands the importance of taking time off to maintain productivity.
3. Highlight Training & Growth Opportunities
Top candidates are always looking for opportunities to develop professionally. If your company offers mentorship, training, or room for career advancement, make sure to highlight it in your job post.
Example:
“At Sterling Capital Partners, we believe in investing in the growth of our employees. You’ll have access to mentorship programs and professional development opportunities to enhance your skills and advance in your career.”
This demonstrates that you’re not just offering a job, but a chance for long-term growth and career advancement.
4. Add a Loom Video for Trust
Including a video from the hiring manager or team members is a great way to personalize the job post. A Loom video or YouTube clip can give candidates a sense of your company culture and what working with the team would be like.
Example:
“Click here to hear directly from our CEO about what makes working at Sterling Capital Partners so special.”
[Insert Loom or YouTube link here]
This adds a personal touch to the post, showing candidates the faces behind the company and giving them a sense of who they’d be working with.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
These bonus tips help enhance your job post and make it more appealing to high-quality candidates. By providing clarity on privacy, flexibility, growth, and company culture, you’re not just telling candidates what the job is, but also demonstrating what they can expect from the work environment and the potential benefits.
Should You Use AI to Write Job Descriptions?
While AI tools can certainly help speed up the process of generating job descriptions, it’s important to approach their use with caution. Here’s why you shouldn’t rely on AI to write your entire job post, and how to use it effectively as a tool to refine your content.
Why You Shouldn’t Rely on AI Alone
- Generic and Boring Posts:
AI-generated job descriptions can often sound robotic, dry, and formulaic. They may lack the human touch that connects with candidates and doesn’t reflect the unique voice of your company. A job post should convey your company’s mission, culture, and values—things that AI can’t fully grasp without input from you. - Attracting the Wrong Candidates:
When you use AI blindly, you risk attracting the wrong candidates—those who are simply skimming for any job rather than those who are truly aligned with your company’s values and the role’s requirements. AI might not prioritize the nuances that make the role appealing to top talent. - Missed Opportunities for Connection:
Job posts are one of the first touchpoints you have with potential employees. If your job description lacks personality or feels impersonal, it might turn away high-quality candidates who are looking for a company that values authenticity and culture. AI doesn’t always convey your company’s story in a compelling way.
The Right Way to Use AI
While AI shouldn’t be relied upon to create an entire job post, it can be an excellent tool for refining your message once you’ve laid the groundwork. Here’s how to use AI effectively:
- Provide AI with the Raw Ingredients:
Instead of asking AI to generate a job post from scratch, provide it with key information about the role, your company, and the type of candidate you’re looking for. The more detailed and specific you are, the better AI can help you refine the tone, structure, and clarity of your job post.
Example Prompt for AI:
“Help me write a job post for an Investment Banker at Sterling Capital Partners. We’re hiring for an experienced investment banker with expertise in M&A. The ideal candidate should be a strategic thinker, a strong communicator, and a collaborative team player. Our company culture is fast-paced, innovative, and driven by excellence. We offer competitive compensation and significant opportunities for career growth. Here are a few notes I’ve written to get you started: [paste your notes] “ - Review and Refine AI Output:
Once AI generates the job description, review it carefully. Make sure it aligns with your company’s values, mission, and the specifics of the role. Adjust the language to make it more personal and engaging, and ensure that it reflects the personality of your company. Add the human touch that AI can’t replicate. - Use AI for Structure and Clarity:
AI can be particularly useful in organizing your job description and ensuring it’s free from grammatical errors or awkward phrasing. It can help you ensure your job post flows well and is clear, but the personality, tone, and connection should still come from you.
By using AI in this way, you can streamline the process of creating job posts without sacrificing authenticity, culture, or emotional engagement. Just remember that AI is a tool to help you shape your message, not replace the genuine human connection that a great job description requires.
Don’t let bad hires slow you down. WorkScreen helps you identify the right people—fast, easy, and stress-free.
Copy-Paste Job Description Templates for Quick Use
✅ Option 1: Conversational Job Description Template (Culture-First Style)
Job Title: Experienced Investment Banker | Mergers & Acquisitions | [Company Name]
Location: [Location] | Full-Time | [Salary Range]
Video from the Hiring Manager:
[Insert Loom or YouTube video link here]
Get a sneak peek into our team, culture, and the exciting projects you’ll be part of at [Company Name].
About Us:
At [Company Name], we are a top-tier investment banking firm specializing in M&A, private equity, and corporate advisory. Our team of expert bankers has helped businesses across industries raise capital, maximize their value, and execute high-stakes transactions. If you want to be part of a culture that fosters collaboration, innovation, and personal growth, you’ll thrive here.
What You’ll Do:
- Lead the execution of M&A transactions, from initial strategy development to closing.
- Provide expert financial advisory services to corporate clients and institutional investors.
- Build and maintain strong relationships with key clients and stakeholders.
- Conduct detailed financial analysis, including valuations, projections, and risk assessments.
- Manage complex financial models and collaborate with other departments to ensure seamless execution.
What We’re Looking For:
- 5+ years of experience in investment banking, with a focus on mergers and acquisitions.
- Expertise in financial modeling, valuation techniques, and market analysis.
- Proven track record of leading successful transactions and managing client relationships.
- Strong communication skills, with the ability to present complex financial information clearly.
- A high degree of professionalism, integrity, and the ability to work under pressure.
Perks and Benefits:
- Competitive salary and performance-based bonuses.
- Health, dental, and vision insurance.
- 401(k) with company match.
- Generous paid time off (PTO) and holiday schedule.
- Comprehensive professional development programs.
Why This Role Is a Great Fit:
- Join a fast-growing, dynamic firm that rewards initiative and results.
- Work alongside industry leaders in a collaborative, high-performance culture.
- Significant opportunities for leadership growth and career progression.
- Contribute to some of the most high-profile deals in the industry.
How to Apply:
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
✅ Option 2: Structured “Job Brief + Responsibilities + Requirements” Format
Job Title: Experienced Investment Banker | Mergers & Acquisitions | [Company Name]
Location: [Location] | Full-Time | [Salary Range]
Video from the Hiring Manager:
[Insert Loom or YouTube video link here]
Get a sneak peek into our team, culture, and the exciting projects you’ll be part of at [Company Name].
About Us:
[Company Name] is a renowned investment banking firm specializing in M&A, private equity, and corporate advisory services. For over 30 years, we’ve been at the forefront of industry-leading deals and high-profile transactions. Our team is dedicated to providing unparalleled financial solutions, and we are looking for an experienced Investment Banker to help us continue leading the way in the financial sector.
Job Brief:
We are seeking an experienced Investment Banker to lead M&A transactions and provide strategic financial advice to our clients. The ideal candidate will have a deep understanding of the financial markets, strong client-facing skills, and a proven track record of executing high-value transactions.
Responsibilities:
- Lead and manage M&A transactions, providing strategic advice to clients.
- Conduct financial analysis, including due diligence, valuations, and financial modeling.
- Build and maintain client relationships, ensuring satisfaction and long-term partnerships.
- Collaborate with internal teams to ensure smooth execution of transactions.
- Present financial recommendations and deal structures to clients and senior stakeholders.
Requirements:
- Minimum of 5 years of experience in investment banking with a focus on mergers and acquisitions.
- Expertise in financial modeling, due diligence, and valuation methods.
- Proven experience in managing high-stakes financial transactions and client relationships.
- Strong communication and interpersonal skills.
- Bachelor’s degree in Finance, Economics, or related field (Master’s preferred).
Perks and Benefits:
- Competitive base salary with performance-based incentives.
- Comprehensive health benefits, including dental and vision coverage.
- 401(k) retirement plan with company contributions.
- Generous vacation days and paid holidays.
- Ongoing professional development and career advancement opportunities.
How to Apply:
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords. Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
Let WorkScreen Handle the Next Step of Hiring
Once your job post is live, it’s time to make the hiring process even more efficient and effective. This is where WorkScreen.io comes in.
How WorkScreen.io Can Help You Hire Smarter
- Quickly Identify Your Most Promising Candidates:
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
- Easily Administer One-Click Skill Tests:
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
- Eliminate Low-Effort Applicants:
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
- Streamline Your Hiring Process:
With WorkScreen.io, you can save hours in your hiring process. Let WorkScreen handle the screening, so you can focus on the most important aspect—finding the right candidate for the job.
Start hiring right, fast, and smart with WorkScreen.io today. Create a compelling job post, post it on your favorite job boards, and let WorkScreen streamline the entire hiring process from there.
FAQ
When hiring an investment banker, the following skills are essential to ensure success in this high-pressure role:
- Financial Analysis & Modeling: The ability to perform detailed financial analysis, including valuations, projections, and risk assessments, is crucial. Investment bankers must be proficient in financial modeling to assess potential investments and transactions.
- Strategic Thinking: Investment bankers need strong problem-solving skills to advise clients on complex financial matters, such as mergers, acquisitions, and capital raising.
- Client Relationship Management: Building and maintaining relationships with clients is key. The ability to understand their needs, provide tailored advice, and foster long-term partnerships is vital for success.
- Communication Skills: Strong verbal and written communication skills are necessary for presenting complex financial concepts to clients, executives, and stakeholders.
- Attention to Detail: Investment bankers must be meticulous in their work, ensuring that every financial detail is accurate and aligned with clients’ objectives.
- Negotiation & Persuasion: Effective negotiation skills are critical when advising clients during high-stakes transactions or financial negotiations.
The salary of an investment banker can vary significantly based on factors such as experience, location, and the firm’s size. On average, here’s what you can expect:
- Entry-Level Investment Bankers: Typically earn between $70,000 and $100,000 per year, with potential bonuses based on performance.
- Mid-Level Investment Bankers: With 3-5 years of experience, you can expect to earn between $120,000 and $200,000, including performance bonuses.
- Experienced Investment Bankers: At the senior level (5+ years), the salary can range from $200,000 to $500,000 or more, with substantial bonuses that make up a significant portion of the total compensation.
Note that salaries for investment bankers in major financial hubs like New York or London are often higher than the national average due to the cost of living and competitive market demand.
When hiring an investment banker, it’s important to assess more than just technical skills. You should also consider their ability to thrive in a fast-paced, high-stakes environment. Key evaluation methods include:
- Performance-based skill tests (such as financial modeling assessments or case studies).
- Behavioral interview questions that explore how they handle stress, solve complex problems, and manage relationships.
- Cultural fit: Ensuring that the candidate aligns with the company’s values, communication style, and work ethic.
- Track record: Reviewing their experience in managing high-value transactions and their ability to drive results.
Investment bankers often face significant challenges, including:
- Long Hours: The job typically involves long working hours, especially during critical transactions or deadlines.
- High Pressure: Managing multiple high-stakes deals simultaneously can be mentally taxing.
- Client Expectations: Balancing client demands with internal team dynamics can sometimes lead to conflicting priorities.
- Market Volatility: External factors such as economic shifts, political instability, or market downturns can affect the ability to close deals or provide strategic advice.
