Job Descriptions

Learn what the skills and job requirements are for the most popular finance jobs

Investment Banking Job Description

Investment Banker Job Description: Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions. Perform various valuation methods: comparable companies, precedents, and DCF. Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations. Conduct preparation and review of materials used in the financing of...

Equity Research Job Description

Equity Research Associate Job Description Research securities of target industries and companies to provide investment recommendations. Collect and interpret company data to facilitate recommendations Develop and write research reports and publications to be presented to management or shareholders Input data into proprietary financial models to create charts, dashboards and supporting material Maintain up-to-date knowledge on...

Credit Analysis Job Description

Credit Analyst Job Description Conduct thorough analysis and assessment of credit requests, including new requests, change requests, refinancing and annual due diligence. Provide recommendations tied to analysis and assessment of credit risk. Present analysis, findings and recommendations to managers, especially findings that involve a borrower’s ability to repay. Keep up to date with company’s lending...

Personal Banker Job Description

Personal Banker Job Description Aid customers in opening, managing and optimizing their bank accounts and other products Pursue leads and potential customers to expand services and products offered Provide advisory services for clients regarding available financial services Refer clients to financial specialists in the event of specialized needs Resolve issues regarding customer accounts Perform other...

Financial Analyst Job Description

Financial Analyst Job Description Grow financial performance through analysis of financial results, forecasts, variances and trends. Create recommendations to be presented to management and executives Develop financial models to support valuation, planning and forecasting Aid in the capital budgeting and expenditure planning processes Reconcile existing transactions through cross-referencing of incoming and outgoing data Conduct comparables...