What does an Associate Vice President, Investment Banking do?

Investment banking associates perform client-facing roles in the financial industry. They may serve as the first point of contact for a client and usually work full time at a financial services agency. Once they have a sense of clients’ financial needs and short and long-term goals, they create a portfolio of investment opportunities by evaluating specific companies and industry data.

Investment banking associates cultivate new relationships and maintain existing relationships. They create marketing collateral and present financial information while conducting valuation analyses, managing the creation and execution of client transactions, and initiating strategic financial transactions to profit their company. Investment banking associates prepare cash flow models and draft memorandums and other communications with clients and investors. Investment banking associates need at least a bachelor's degree in accounting, business, or finance.

What responsibilities are common for Associate Vice President, Investment Banking jobs?
  • Handle routine customer requests and inquiries, such as loan histories, posting errors, changes of address, line of credit advances, construction loan draws, notary services, lien releases, etc.
  • Provide personal and professional service to the customer.
  • Following loan approval, serve as liaison between Lender and Loan Processing, to request and coordinate preparation of loan documents and schedule closings.
  • Assist the Loan Officer in maintain, commercial credit files by scanning and indexing borrower financial records into the bank's digital record keeping platform.
  • Provide for the day to day customer service needs of the bank's clients by answering phones, research answers to inquiries and providing solutions to problems.
  • Facilitate the proper creation and recordation of all collateral interests to ensure they are properly perfected and maintained.
  • Generate ideas and analytical materials in support of new client meetings.
  • Perform financial modeling and valuation analysis on public and private companies: comparable company analysis, precedent transaction analysis, leveraged buyout analysis and discounted cash flow analysis.
  • Develop marketing materials for topics such as company positioning, financing alternatives, and M&A strategic alternatives.
  • Obtain/review collateral documents such as life insurance assignment and cash collateral accounts.
  • Verify collateral and checks for delinquent taxes and orders Future Advance Endorsements.
  • Generate and distribute reports, such as Past Due Loans, Maturing Loan List, Loans by Officer, and others as requested.
What are the typical qualifications for Associate Vice President, Investment Banking jobs?
  • Bachelor's Degree in business.
  • Prior experience as a consultant.
  • Skilled with client interaction and problem solving.
  • Requires careful attention to detail and sound time management skills.
  • A collaborator and decision maker.
  • Strong leadership, time management, and critical thinking skills.
  • Experience with statistics, C#, and threading exercises.
  • Experience in banking.
  • Is comfortable conducting site inspections .
Education--
Work/Life Balance
3.5 ★
Total Pay--
Career Opportunity
3.8 ★
Avg. Experience2-4 years

How much does an Investment Banking Vice President make?

Confident
$325,640 /yr
Total Pay
$176,089
 /yr

Base Pay

+
$149,551
 /yr

Additional Pay

$325,640

 / yr
$189K$579K
Most Likely Range
Possible Range
See More Insights

Associate Vice President, Investment Banking Career Path

Learn how to become an Associate Vice President, Investment Banking, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Associate Vice President, Investment Banking

Years of Experience Distribution

0 - 1
14%
2 - 4
33%
5 - 7
30%
8+
23%
Not including years spent in education and/or training

Associate Vice President, Investment Banking Insights

Read what Associate Vice President, Investment Banking professionals have to say about their job experiences and view top companies for this career.
WinnerMax CapitalWinnerMax Capital
Investment Associate
Jun 19, 2021

“This is definitely not a good place to develop your career if you are used to North American work culture.”

M&G plcM&G plc
Investment Associate
Dec 12, 2020

“The pay increase is not up to market when you grow internally and it’s well known to pay drastically better people externally.”

RBCRBC
Banking Advisor
Nov 11, 2022

“Career progression is possible but you must master the advice centre first which is heavily based on advice per day which is not everyone's strength.”

Banque Nationale du Canada/National Bank of CanadaBanque Nationale du Canada/National Bank of Canada
Senior Investment Associate
Nov 19, 2021

“Did not feel like there was any vested interest in my own career development and ambitions.”

RBCRBC
Banking Advisor
Jan 24, 2022

“Good good good good good”

BMO Financial GroupBMO Financial Group
Investment Banking Associate
May 25, 2021

“Good for career start and experience”

ScotiabankScotiabank
Investment Associate
Sep 7, 2022

“Exposure to important work and great people go work with”

IIFLIIFL
Investment Banking Associate
Jan 11, 2021

“Centralized structure and no organized career path”

See More

Associate Vice President, Investment Banking Interviews

Frequently asked questions about the roles and responsibilities of an Associate Vice President, Investment Banking

The most similar professions to Associate Vice President, Investment Banking are:
  • Equity Research Specialist
  • Investment Banking Analyst
  • Equity Analyst
  • Investment Analyst

Related Careers

Equity Research Specialist
$79,863
No skills overlap
Investment Banking Analyst
$141,209
No skills overlap
Equity Analyst
$94,336
No skills overlap
Investment Analyst
$98,934
No skills overlap

Associate Vice President, Investment Banking Jobs