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 Resume Word Template6,511
572
This Investment Banking Resume template is a helpful Word template for those wanting guidance with their CV. In particular, this…
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Investment Banking IB Cover Letter Word Template8,870
538
Investment banking cover letters have different levels of importance compared to other industries. It is necessary to follow the standards…
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Investment Banking Pitchbook Template8,343
7
An Investment Banking Pitchbook is used by investment banks to aid in the selling of products and services to potential…
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Complete Merger and Analysis Corporate sheet183
0
Overview A 3 statement model template connects the income statement, balance sheet, and cash flow statement into one dynamically linked financial model. This model…
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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!
Free Term Sheet Template8,694
663
This Term Sheet Template from CFI is a free example of a fundamental legal document used in private capital raising…
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Investment Pitch Deck PowerPoint Template7,481
604
This Investment Pitch Deck PowerPoint Template is perfect for startup companies or small businesses which are looking for potential investors…
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Realized & Unrealized Gains Calculator (ACB Method)560
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"Gains or losses are said to be "realized" when a stock (or other investment) that you own is actually sold. Unrealized gains and…
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By Rony Abboud
Mergers and Acquisitions Complete Financial Model (World #13)2,230
5
This is the World #13 Financial Model at CFI Finmo 2019. This includes a complete M&A Financial Model involving Nestle…
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Managing Risk in Financing Big Infrastructure Projects2,467
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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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By RAJIB BOSE