Investment banking skills matrix template

Overview

With our free investment banking skills matrix template, you will receive a clear overview of the skills that are present in your organization, as well as those that are missing. Using this information, you can develop and implement a plan to ensure that your employees’ skills are up to date, comprehensive, compliant, and ready for the future.

• Chartered Financial Analyst (CFA)
• Certified Public Accountant (CPA)
• Financial Risk Manager (FRM)
• Chartered Market Technician (CMT)
• Certified Financial Planner (CFP)
• Certified Management Accountant (CMA)
• Chartered Alternative Investment Analyst (CAIA)
• Certified Private Equity Professional (CPEP)
• Certified Investment Management Analyst (CIMA)
• Certified Fund Specialist (CFS)
• Certified Equity Professional (CEP)
• Accredited Investment Fiduciary (AIF)
• Certified Financial Services Auditor (CFSA)
• Certified Information Systems Auditor (CISA)
• Certified Fraud Examiner (CFE)
• Certified Internal Auditor (CIA)
• Certified Investment Banking Analyst (CIBA)
• Certified Merger and Acquisition Advisor (CM&AA)
• Certified Venture Capital Professional (CVCP)
• Certified Real Estate Investment Professional (CREIP)

Related skills

Financial analysis skills: Analyzing financial statements and creating financial models are essential skills for investment banking professionals. Certifications that can demonstrate proficiency in this area include the Chartered Financial Analyst (CFA) Certification and the Financial Modeling and Valuation Analyst (FMVA) Certification.

Transaction execution skills: Executing transactions such as mergers and acquisitions (M&A), initial public offerings (IPOs), and debt offerings require knowledge of various transaction execution techniques such as due diligence, deal structuring, and documentation. Certifications that can validate proficiency in this area include the Mergers and Acquisitions (M&A) Certification and the Investment Banking Certification offered by the New York Institute of Finance.

Industry and market knowledge: Understanding the dynamics of various industries and markets is crucial for investment banking professionals. Certifications that can demonstrate proficiency in this area include the Bloomberg Market Concepts (BMC) Certification and the Certified Investment Banking Professional (CIBP) Certification.

Regulatory compliance skills: Adhering to various regulatory requirements such as the Securities and Exchange Commission (SEC) regulations and the Financial Industry Regulatory Authority (FINRA) rules is essential for investment banking professionals. Certifications that can demonstrate proficiency in this area include the Securities Industry Essentials (SIE) Exam and the Series 79 Investment Banking Representative Exam.

Business and management skills: Managing investment banking operations requires knowledge of various business and management techniques such as strategic planning, financial management, and leadership. Certifications that can validate proficiency in this area include the Certified Investment Management Analyst (CIMA) Certification and the Certified Manager Certification (CMC) offered by the Institute of Certified Professional Managers.

Benefits

Skills management software can benefit the investment banking industry by identifying and tracking employee skillsets, facilitating targeted training and development, improving collaboration among team members, and ensuring compliance with regulatory requirements.