Investment banking skills matrix template

A skills matrix template is a tool that can be used in investment banking to effectively manage and assess the skills and knowledge of individual employees or teams.

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Excel skills matrix
  • Table of contents

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Overview Copied

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)

Benefits Copied

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.

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Revisions Copied

Original version | April 4, 2023

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