What Does an Investment Banker Do? A Complete Guide for Students

By Preethi Durga, a career strategist and education innovator.

When a student once watched an episode featuring a young professional nervously preparing for their first big deal pitch, they were struck by the contrast between glamour and grit. At first, it looked like a dream — towering skyscrapers, sharp suits, and billion-dollar mergers. But as the story unfolded, it revealed the real world of investment banking: long hours, deep analysis, teamwork under pressure, and the thrill of helping companies shape their future. That moment sparked something — a curiosity to understand what truly drives success behind those glass walls of finance.

A parent later shared, “I always thought investment banking was just about money and long hours, but watching my child’s excitement for problem-solving and strategy made me see it differently.”

That’s where NextMovez steps in — helping both students and parents see beyond the surface, connecting ambition with purpose through guided career clarity.

What Investment Bankers Really Do

An investment banker is like a chess grandmaster—planning multiple moves ahead, predicting the market’s next play, and balancing risk with precision. But here’s the surprising truth: by 2030, storytelling may outshine coding as the most powerful skill for investment bankers, especially in ESG and impact-driven deals.

Because today’s deals aren’t just about numbers—they’re about narratives that inspire investors, build trust, and shape the future of businesses. The next generation of bankers won’t just manage capital; they’ll manage meaning.

Yes, it’s a high-paying, globally respected career. But it’s also demanding, intellectually stimulating, and incredibly impactful. In fact, according to the U.S. Bureau of Labor Statistics, projects 6% growth from 2024 to 2034 for financial analysts.

Parents often ask me: “What does an investment banker really do? Is it only about money—or is there more to it?”

The truth: investment bankers are financial architects. They help companies raise capital, advise on mergers and acquisitions, and guide leaders through some of their most important business decisions. In short, they are the behind-the-scenes strategists fueling the global economy.

So let’s decode this career path for you—what it really involves, where the opportunities lie, and how your child can prepare to thrive in it

Global Trends Affecting an Investment Banker’s Career

Whenever I guide parents, I always say—investment banking isn’t just about crunching numbers; it’s about navigating global shifts in business and finance. And in today’s interconnected economy, those shifts are bigger than ever.

  1.  Rising Demand in Emerging Markets

    The Asia-Pacific investment banking market was valued at USD 31,077.88 million in 2024 and is projected to grow at a CAGR of 10.6% from 2024 to 2031.

    What it signals: Many high-growth opportunities now exist in India, Singapore, and Dubai—not just in the US or Europe.
    What This Means for Your Child: Demand is growing both globally and locally, offering exposure and opportunities across regions.
  2. AI & Fintech Disruption

    Deloitte predicts that the top 14 global investment banks could increase front-office productivity by 27% to 35% via generative AI by 2026. 

    What it signals: AI will shift the nature of work in banking—less manual reporting, more strategy, and data-driven insight.
    What This Means for Your Child: Students who are tech-savvy and comfortable with AI-enabled tools will have a huge edge.

    💡 Reflective Prompt: Ask your child—“How comfortable are you using tools like Excel, Power BI, or even ChatGPT for problem-solving?”
  3. Global M&A Boom

    As per McKinsey & Company, Global deals over USD 25 million increased by 12% from 2023 to 2024, reaching USD 3.4 trillion in total deal value. 

    What it signals: Investment bankers are now working on cross-border and mid-market deals, requiring cultural fluency and adaptability.
    What This Means for Your Child: A global mindset and communication skills are as valuable as finance expertise.

Parent Insight:

Investment banking is a future-proof career because it blends finance, technology, and strategy—offering your child a passport to global business leadership.

Technological Innovations & Industry Changes

When parents hear “investment banking,” many picture endless spreadsheets. But today’s bankers use AI, big data, and digital platforms to make faster, smarter decisions.

The exciting part? While technology handles routine tasks, human judgment, negotiation skills, and creativity remain irreplaceable.

1. AI-Powered Deal Analytics

Then vs. Now: Instead of manually analyzing years of company data, bankers now use AI tools like Alteryx or Palantir to forecast valuations.
Why It Matters: Tech speeds up the number-crunching, but empathy and strategy still seal the deal.

2. Digital Capital Raising

Then vs. Now: IPOs once meant physical roadshows. Now, digital platforms enable global investor participation.
Why It Matters: Your child could work on deals attracting investors from New York to Singapore—without leaving their office.

3. Risk Management with Big Data

Then vs. Now: Risk once meant gut instincts. Today, predictive models flag risks in advance.
Why It Matters: The ability to interpret data while anticipating human behavior makes a future banker indispensable.

Parent Takeaway: The industry is evolving, but students who blend tech fluency with people skills will always stay relevant.

Try This Today: Encourage your child to explore LinkedIn Learning’s Introduction to Financial Modeling — it’s a simple yet powerful way to start building one of the most essential investment banking skills early on.

Job Demands and Hiring Trends

When I sit with students and parents, one question comes up: “Is investment banking too competitive—or still worth it?”
The short answer: yes, it’s competitive, but also one of the most rewarding careers in global finance.

1. High Entry Barriers, High Rewards

Top firms hire less than 2% of total applicants worldwide—making investment banking one of the most selective careers. Glassdoor India shows average base pay for Analysts in India to be ₹4 L – ₹9 L/year with ~₹6 L average. 

Why it matters: The competition ensures that only the most prepared candidates thrive, but those who do gain unmatched exposure and compensation.

Parent Insight: If your child thrives on challenges, help them build academic excellence and soft skills early—it can make all the difference.

💭 Reflection Prompt: “What kind of challenges excite you—intellectual, analytical, or leadership-driven?”

2. Beyond Finance Degrees—Soft Skills Are Now a Key Filter

Traditionally, firms hired only MBAs from top-tier schools. But now, recruiters emphasize soft skills like resilience, teamwork, and communication. LinkedIn’s Workplace Learning Report 2024 states that 91% of L&D professionals agree that human skills (soft skills) are increasingly important. (LinkedIn Workplace Learning Report, 2023).

Why it matters: Deals are about people, not just numbers. The ability to build trust and stay calm under pressure stands out.

Example: A student once landed an internship at a global bank after leading their college entrepreneurship club—not just because of grades, but because they could lead and communicate under pressure.

Parent Insight: Encourage leadership in debates, clubs, or volunteering—these experiences often matter as much as marksheets.

3. Global Deal Teams = Global Hiring

Investment banking is borderless. Deloitte’s Global Banking Outlook 2024 reports that nearly 35% of new analyst hiring in Asia-Pacific supports global deal teams.

Why it matters: Your child could work on billion-dollar deals in London or New York—from right here in India.

Example: A Bengaluru-based analyst recently co-led a Silicon Valley tech IPO virtually.

Parent Insight: Encourage global readiness—reading global finance news, improving English fluency, and understanding other cultures.

Future-Oriented Lens (2027 and Beyond):
PwC Global Banking Report, 2024 notes that finance roles are moving from repetitive work to “insight-led partnering.” For parents, this means preparing children not just academically—but emotionally and strategically.

Parent Takeaway: The career demands discipline and resilience, but for those who thrive under pressure, it opens unmatched global doors.

Necessary Soft Skills and Technical Abilities

When I meet students aspiring to become investment bankers, they often say, “I love finance!” That’s a great start—but thriving in this field takes more than passion for numbers.

Think of an investment banker as a bridge—connecting capital to opportunity, and numbers to narratives. To cross that bridge successfully, students need both soft skills (for influence and communication) and technical skills (for precision and analysis).

Key Skills:

  • Analytical & Problem-Solving Skills: Crucial for evaluating deals, forecasting markets, and making decisions under uncertainty.
  • Communication & Storytelling: Turning financial data into persuasive presentations for investors or CEOs.
  • Teamwork: Collaborating with cross-functional teams across time zones.
  • Adaptability: Managing rapid market changes, client demands, and evolving deal structures.
  • Technical Proficiency: Knowledge of Excel, Power BI, financial modeling, and Bloomberg Terminal are standard expectations.
  • Emotional Intelligence (EQ): Building trust, navigating tough negotiations, and maintaining composure under stress.

💬 Reflective Prompt: “Which skill do you feel most confident in—and which one could you start developing this month?”

Career Progression and Growth Opportunities

One of the most exciting aspects of investment banking is the clear growth trajectory it offers—from learning the ropes to shaping global deals.

Here’s how the journey typically unfolds:

  • Junior Content Writer / Intern → Foundational tasks: research, data entry, assisting senior analysts with presentations.
  • Analyst / Associate → Takes ownership of specific models, presentations, and valuation work.
  • Vice President / Senior Analyst → Leads deals, mentors juniors, and builds client relationships.
  • Director / Head of Investment Banking → Manages large teams, drives business growth, and shapes firm-wide strategy.
  • Entrepreneur / Partner / Advisor → Moves into leadership, advisory, or venture capital roles.

Parent Insight: Encourage your child to visualize their career as a growth curve—each role is a step toward global leadership, not just a job title.

🌱 Reflection Prompt: “What kind of impact do you want to create through your work—helping businesses grow, guiding deals, or leading teams?”

Future Outlook and Predictions

Curious if the investment banker’s role will hold relevance in 10 years? The answer: absolutely.
Because content may shift, but capital—and the strategy behind it—remains timeless.
From Static Deals → To AI-Augmented Decision-Making
By 2030, AI-driven analytics will handle repetitive modeling, freeing bankers to focus on strategy and relationships.

From Local Markets → To Borderless Finance
Global digital ecosystems will make it seamless for analysts in India to co-lead deals in Europe or the US.

From Pure Profit → To Sustainable Finance

ESG (Environmental, Social, Governance) investment banking is already growing. Goldman Sachs and others are building sustainability-focused divisions—showing that future bankers will also drive ethical, green growth.

Parent Insight: Encourage curiosity about both finance and technology. A child who understands numbers and narratives will always stay future-ready.

Conclusion: Beyond Numbers, Toward Impact

An investment banker’s career isn’t just about wealth—it’s about influence, strategy, and global leadership. For students, it offers intellectual challenge, global exposure, and financial independence. For parents, it’s a path that blends intellect, adaptability, and impact.

At NextMovez, we help families go beyond myths of “money and glamour” to understand the real skills and mindset needed for success.

Not sure how to align your teen’s strengths with the fast-evolving demands of banking? Our expert coaches use the Career Clarity Compass to map your child’s interests, abilities, and personality to the right finance pathways—helping them make informed, confident career decisions that last a lifetime.

We help students identify how their Career DNA—strengths, interests, and values—aligns with high-growth roles in finance and investment banking. Whether it’s data-driven analysis or client relationship management, this framework helps them discover where they’ll naturally excel.

Wondering if investment banking is truly the right path for your child?
At NextMovez, we help families move from confusion to clarity — decoding your child’s strengths, matching them with the right career direction, and shaping a future that feels both ambitious and achievable.

Because success isn’t about choosing fast — it’s about choosing right.
Let’s help your child make that choice with confidence.

Resources & References

McKinsey Global Institute – Skill Shift: Automation and the Future of the Workforce 2023 – Key skills needed for future-ready finance professionals.

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