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Career Explorer/Finance & Insurance/Investment Banker
Back to Finance & Insurance careers
Finance & Insurance

Investment Banker career guide

Investment Bankers advise organisations on raising capital, acquisitions, mergers and other major financial transactions.

Career guide reviewed by Certyz · October 2026

Typical starting direction
University

Entry routes vary by employer and role. Compare the options below before deciding what to research next.

What the role involvesHow to get startedSkills and progressionRelated careers
Role overview

What does an Investment Banker do?

Investment Bankers advise organisations on raising capital, acquisitions, mergers and other major financial transactions.

Working environments
  • Office
  • Client meetings
  • International travel
Typical employers
  • Investment banks
  • Global banks
  • Corporate finance firms
  • Private equity firms
Entry routes

How to become an Investment Banker

Investment banking is highly competitive and requires exceptional analytical ability, commercial awareness and resilience.

Typical qualification

Degree in Finance, Economics, Mathematics or Business, with graduate entry into investment banking programmes.

Relevant routes
  • University
  • Degree apprenticeship
Useful subjects
MathsEconomicsBusinessFurther Maths
Development

Skills and progression for Investment Banker

Skills that can help
  • Financial modelling
  • Negotiation
  • Commercial awareness
  • Communication
  • Problem solving
Possible progression
  • Associate
  • Vice President
  • Director
  • Managing Director
  • Partner
Verify important details

Check current entry requirements before deciding

This Certyz guide is a starting point. Qualifications, registration rules and apprenticeship availability can change. Confirm the latest requirements with employers, course providers, relevant professional bodies and official careers guidance.

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Available in your personalised report

What could the outlook mean for you?

Career opportunities can look different depending on where you live, your preferred route and the subjects and activities you enjoy. Your report brings those factors together rather than giving you a generic answer.

  • Regional vacancy and salary intelligence
  • Your personal career-match reasoning
  • Opportunity strength and market direction
  • Alternative careers worth considering
See my career outlook
Keep exploring

Related careers and routes to compare

Compare similar roles, explore the wider Finance & Insurance pathway, or start from a subject you enjoy.

Investment ManagerFinance & InsuranceFinancial AnalystBusinessManagement ConsultantBusinessAccountantFinance & InsuranceAuditorFinance & InsuranceTax AdviserFinance & Insurance
Career pathway
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Explore by subject
Careers with Maths