What Do Associate - Investment Bankings Do?
Associates in investment banking are usually recent MBA graduates. They may also be internal staff, who were promoted after three or more years working experience as financial analysts. They perform extensive investment valuation analyses. They must be consumer-focused. They must have direct investment banking experience.
Some employers require that associates maintain series 6 and/or 7 certifications, issued by the Financial Industry Regulatory Authority. They must be knowledgeable about…Read more
- Manage client portfolios, evaluating profitability and conducting financial transactions.
- Attend meetings with clients and prepare presentations providing an overview of clients' investment portfolios.
- Analyze investment strategies, identify potential investments, and conduct risk assessments.