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How to Become an Investment Banker: Skills, Salary & Career Path 1. What Investment Bankers Do Investment bankers help companies raise capital and guide major financial transactions, such as: IPOs (taking companies public), issuing debt, or secondary offerings. Mergers & Acquisitions, buy- and sell-side advisory. Structuring financings; underwriting securities. Providing market insight, working on pitchbooks, deal management, valuation. Roles vary by type of bank (bulge bracket, boutique, middle market) and by team (e.g., M&A, restructuring, leveraged finance). 2. Key Skills Needed Technical Skills Accounting: comfort with financial statements, linking cash flow, income, balance sheet. Financial Modeling: building three-statement models; DCF, LBO; sensitivity analyses under time pressure. Valuation Methods: comparables, precedent transactions, discounted cash flow etc. Knowing when to apply which method. Excel & PowerPoint: speed, accuracy, clean templates. Pitchb...