Investment Banking Templates

Use CFI marketplace’s investment banking templates to help you create outstanding resumes, cover letters, and pitchbooks in your IB career!
Investment Banking IB Cover Letter Word Template Investment Banking IB Cover Letter Word Template
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Investment banking cover letters have different levels of importance compared to other industries. It is necessary to follow the standards…
Investment Banking IB Resume Word Template Investment Banking IB Resume Word Template
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This Investment Banking Resume template is a helpful Word template for those wanting guidance with their CV. In particular, this…
Investment Banking Pitchbook Template Investment Banking Pitchbook Template
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An Investment Banking Pitchbook is used by investment banks to aid in the selling of products and services to potential…

Investment Banking Templates

What is Investment Banking?

Investment banking is a division of a bank or financial institution which provides underwriting (capital raising) and mergers & acquisitions (M&A) advisory services to institutional clients or government bodies. Investment banks usually plays the role of a sell side during a financial transaction to work things out for the investors and corporations.

What Do Investment Banks Do?

Full-service investment banks provide the following services to their clients:

  • Underwriting: Help investors and companies raise money or go public through an initial public offering (IPO) process.
  • Mergers & acquisitions (M&A): Provide advise for the buyers and sellers of businesses and assist with the entire M&A process.
  • Sales & trading: Act as agents for clients by matching up buyers and sellers of securities in the secondary market.
  • Equity research: Advise investors on investment decisions.
  • Asset management: Manage various types of investments for institutional and individual investors.

Top Investment Banking Skills

Analysts and associates at investment banks should possess the following skill sets in order to be successful in their career:

  • Financial modeling
  • Business valuation
  • Create pitchbooks and presentations
  • Prepare transaction documents
  • Client relationship management
  • Sales and business development
  • Negotiation

Deals & Transactions Templates

Explore the marketplace and find deals & transactions templates that match your financial analysis needs!
Term Sheet Template to Download Free Term Sheet Template
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This Term Sheet Template from CFI is a free example of a fundamental legal document used in private capital raising…
pitch deck powerpoint Investment Pitch Deck PowerPoint Template
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This Investment Pitch Deck PowerPoint Template is perfect for startup companies or small businesses which are looking for potential investors…
Managing Risk in Financing Big Infrastructure Projects
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A Classic Real Life case on Project Financing (The Tricks of the Trade) No matter what you do, you may…
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