Main Responsibilities of an Investment Banking Associate at Global Investment Bank
Trent, a recent Investment Banking Associate at a Global Investment Bank, is transitioning into the role and describes responsibilities that include "working in between the analysts and the vice presidents and directors," creating "client decks and pitch decks," and contributing to financial models and due diligence within data rooms. This reflects a common career path, starting with supporting senior team members before taking on more significant responsibilities.
Financial Modeling, Investment Banking, Due Diligence, Pitch Deck Preparation, Client Management
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Trent Hammond
Investment Banking Associate
Global Investment Bank
University of Illinois at Urbana-Champaign - 2017
UCLA Anderson School of Management - MBA
Finance
Finance (Banking, Fintech, Investing)
Finance
Took Out Loans, Student Athlete
Video Highlights
1. Works with analysts and VPs/Directors on client pitch decks to win business
2. Performs due diligence in data rooms between investors and companies
3. Collaborates on financial models and marketing materials for pitch decks
Transcript
What are your main responsibilities within your current role?
My current role is shifting into investment banking. This past summer, I got a glimpse of what those responsibilities will entail.
I'm coming in as an associate, so I'll be managing analysts on certain projects. I'll also be working between the analysts and the vice presidents or directors of the firm.
A significant part of the role will involve working on client and pitch decks to win business. I'll also be working in data rooms for due diligence between investors and companies.
Additionally, I'll collaborate with analysts on financial models and marketing materials for pitch decks.