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Investment Banking Representative Jobs (NOW HIRING)

Work with investment bankers to ensure prompt and effective execution of transactions. * Provide ... The requirements listed below are representative of the knowledge, skill, and/or ability required ...

New

Capital Mrkts Sales & Service Investment Banking Full Time Analyst BMO Capital Markets BMO Capital ... Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will ...

The requirements listed below are representative of the knowledge, skill and/or ability required ... investment banking, market, industry sector and/or financial products 4. Advanced skills in ...

The requirements listed below are representative of the knowledge, skill and/or ability required ... investment banking, market, industry sector and/or financial products 4. Advanced skills in ...

... professionals representing 35 nationalities in 24 offices. We provide investment banking ... alternative asset management and credit portfolio advisory services to corporations, family‑owned ...

$250/hr

Beyond retail banking, we also offer commercial banking, wealth management, investment management ... The Relationship Banking Representative actively listens to understand customer needs, educates ...

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Investment Banking Representative information

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$11

$18

$25

How much do investment banking representative jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for investment banking representative in the United States is $18.01, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $19.95 per hour, depending on experience, location, and employer.

What is an investment banking representative?

Investment Banking Representatives are professionals who work within investment banks to help organizations, companies, and governments raise capital, provide financial advisory services, and facilitate mergers and acquisitions. They act as intermediaries between clients and financial markets, often advising on complex financial transactions and structuring deals. Their responsibilities may also include conducting market research, performing valuation analyses, and supporting clients through the process of issuing stocks or bonds.

What are the key skills and qualifications needed to thrive as an investment banking representative?

To thrive as an Investment Banking Representative, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field, often supplemented by relevant certifications such as FINRA Series 7 and 63. Proficiency with Excel, PowerPoint, Bloomberg Terminal, and various financial databases is typically required. Exceptional communication, negotiation, and time management skills help you stand out when interacting with clients and managing complex transactions. These competencies are critical for effectively advising clients, executing deals, and succeeding in the demanding, high-stakes environment of investment banking.

How does an investment banking representative typically collaborate with other departments within a financial institution?

Investment Banking Representatives frequently work alongside professionals from departments such as research, sales & trading, and risk management. This collaboration ensures that clients receive comprehensive financial solutions, from market analysis to the execution of complex transactions. Representatives often coordinate with legal and compliance teams to guarantee that all deals adhere to regulatory requirements. Effective communication and teamwork across these departments are essential for meeting tight deadlines and delivering high-quality service to clients.

What is the difference between Investment Banking Representative vs Investment Banking Analyst?

AspectInvestment Banking RepresentativeInvestment Banking Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., FINRA licenses)Bachelor's or master's degree, often with finance or related field
Work EnvironmentClient-facing, sales-oriented, often in banking or financial services firmsAnalytical, research-focused, primarily in office settings
Employer & Industry UsageUsed in banking firms, financial advisory, and sales rolesCommon in investment banks, financial institutions, and corporate finance

Investment Banking Representatives focus on client interactions and sales, while Investment Banking Analysts handle financial analysis and research. Both roles require relevant finance credentials and are integral to investment banking operations, but they differ in daily responsibilities and work environment.

What does an investment banking representative do?

An investment banking representative assists clients with financial transactions such as mergers, acquisitions, and capital raising. They analyze market data, prepare financial models, and communicate with clients and stakeholders to facilitate deal execution. Strong analytical skills, knowledge of financial tools, and relevant certifications are often required in this role.

What cities are hiring for Investment Banking Representative jobs?

Cities with the most Investment Banking Representative job openings:

What states have the most Investment Banking Representative jobs?

States with the most job openings for Investment Banking Representative jobs include:

What are popular job titles related to Investment Banking Representative jobs?

For Investment Banking Representative jobs, the most frequently searched job titles are:

Infographic showing various Investment Banking Representative job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 9% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $37,452 per year, or $18 per hour.

Investment Banking Analyst - Energy

Houston, TX • On-site

Truist
Finance and Insurance • 10K+ employees

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago


Truist rating

7.9

Company rating: 7.9 out of 10

Based on 121 frontline employees who took The Breakroom Quiz

78th of 176 rated banks


Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Works closely with senior CIB professionals
2. Performs assigned duties with increased independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development
3. Serve as a member of merger and acquisition and capital raising transaction teams, providing credit underwriting support, drafting information memoranda, developing management and investor presentations and facilitating the deal process from start to finish
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Proven analytical ability and attention to detail
3. Solid leadership and interpersonal skills
4. Proven ability to work well in a fast-paced, team-oriented environment
5. Strong written and oral communication skills
6. 2 years of related work experience since graduation from an undergraduate program
Preferred Qualifications
1. 3 years of related work experience since graduation from an undergraduate program
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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About Truist

Sourced by ZipRecruiter

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

2019