Investment banking isn't just about finance. It's a mix of analysis, communication, sales, and deal-making.
The 7 core skills every investment banker needs:
Financial Modeling
Build 3-statement, DCF, and LBO models to evaluate businesses.
Business Valuation
Estimate what a company is worth using multiple valuation methods.
Pitchbooks & Presentations
Turn complex financial data into compelling client presentations.
Transaction Documents
Prepare CIMs, teasers, term sheets, and manage due diligence processes.
Relationship Management
Build trust with clients and maintain long-term business relationships.
Sales & Business Development
Win mandates, pitch ideas, and grow the firm's deal pipeline.
Negotiation
Structure deals and help clients achieve the best possible outcome.
Many students think investment banking is only Excel.
In reality, Excel might get you into the room.
Communication, relationships, and negotiation are what help you succeed once you're there. 📈
Which of these skills do you think is the most underrated in investment banking? 👇
Get 100 Investment Banking Terms PDF - lnkd.in/d_krT8cV
Excel Cheat Codes
Here’s what you’ll learn:
• Essential Ctrl shortcuts for formatting, navigation, and workbook management
• How to move faster using selection, filtering, and data navigation shortcuts
• Time-saving commands for tables, PivotTables, formulas, and Flash Fill
• Advanced shortcuts for formatting, grouping, recalculation, and workbook switching
• Shift + Ctrl combinations for faster editing, printing, filtering, and worksheet control
Credits to Priyanshu Gandhi
Financial modeling is the language of finance. Different questions require different models.
Here are the 7 most important financial models every finance professional should know:
1. Three-Statement Model
The foundation of all modeling.
Links:
• Income Statement
• Balance Sheet
• Cash Flow Statement
Used to understand how a business may perform in the future.
2. DCF (Discounted Cash Flow) Model
Answers one question:
"What is this business worth today based on its future cash flows?"
Widely used by investors, analysts, and corporate finance teams.
3. LBO (Leveraged Buyout) Model
Used in private equity.
Evaluates whether a company can be acquired using significant debt while still generating attractive returns for investors.
4. M&A Model
Used during mergers and acquisitions.
Helps determine:
• Whether a deal is accretive or dilutive
• Potential synergies
• Impact on EPS and valuation
5. Budgeting Model
Used by companies for annual planning.
Projects revenue, expenses, profits, and cash flows to guide business decisions.
6. Forecasting Model
Focuses on predicting future performance using historical trends and assumptions.
Useful for strategic planning and scenario analysis.
7. Project Evaluation Model
Used to assess investments in factories, infrastructure, new products, or expansion projects.
Typically involves:
• NPV
• IRR
• Payback Period
• Sensitivity Analysis
If you're learning finance, learn them in this order:
Three-Statement Model
DCF Model
Budgeting & Forecasting
M&A Model
LBO Model
Project Evaluation
Master the first two, and you'll already know more financial modeling than most investors. 📊💡
Want to learn more? Grab this Financial Modelling Guide here:
lnkd.in/e5_r8u_z
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