Investment Banker Job Duties : Issues debt and sells equity to raise capital for clients.
Conducts research on investment opportunities to define risk and return profiles.
Assesses valuations for clients and upper management using various methods.
Provides expertise to help broker mergers and acquisitions.
Recruits investors for client IPOs.
Assembles financial models to value debt and equity and assist in investment and financial planning decisions.
Creates and gives presentations for existing and prospective client portfolios.
Assists in preparing quarterly reports and letters to clients.
Manages all stages of client interaction, from the sales pitch to the investment contract.
Conducts industry research and develops relationships to help acquire new clients.
Contributes to team effort by accomplishing related results as needed.
Investment Banker • 92105 San Diego, CA, US
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