55 Investment Banking Questions to Ask

Choosing an investment bank is an important decision. After all, it is the financial institution that will manage your money and help you grow your wealth. So how do you know which investment bank is right for you? Start by asking these questions. 

35 Questions to ask when considering an investment banker:

  1. What is your experience in investment banking?
  2. What is your experience in the industry sector I am interested in?
  3. What experience do you have in the type of transaction I am interested in?
  4. Which banks do you usually work with?
  5. How many deals have you worked on in the past year?
  6. How many deals are you currently working on?
  7. What is your success rate in closing deals?
  8. Who are the other members of your team and what are their responsibilities?
  9. How involved will I be in the process?
  10. Can you provide a list of references?
  11. How do you charge for your services?
  12. What are your estimated costs for this project?
  13. When can you start working on my project?
  14. When do you expect to complete my project?
  15. What happens if I am not satisfied with the result of your work?
  16. What services does the investment banker offer?
  17. What qualifications does the investment banker have?
  18. What is the success rate of the investment banker?
  19. How much experience does the investment banker have?
  20. What is the fee structure of the investment banker?
  21. What is the average business volume of the investment banker?
  22. What is the investment banker’s typical engagement period?
  23. Does the investment banker specialize in a particular industry?
  24. What is the investment banker’s coverage model?
  25. How does the investment banker generate new business?
  26. Does the investment banker have any notable clients?
  27. Is the investment banker’s website up to date?
  28. Are the company’s director resumes complete and accurate?
  29. How often are research reports published?
  30. How widely are these reports disseminated?
  31. Do they offer a unique perspective?
  32. Is market information shared with clients regularly?
  33. Are client calls and discussions well organized and informative?
  34. Is a timely follow-up conducted after each meeting or call?
  35. Does the firm maintain good relationships with key industry participants (e.g., exchanges, regulators, etc.) that could be useful to its clients?

20 Questions to ask if you’re interested in investment banking:

  1. What is investment banking?
  2. What do investment bankers do?
  3. What are the advantages and disadvantages of working in investment banking?
  4. How can I get into investment banking?
  5. How can I prepare for an investment banking interview?
  6. What are the working hours in investment banking like?
  7. What is the work-life balance like in investment banking?
  8. How much does an entry-level investment banker earn?
  9. What are the career advancement opportunities in investment banking?
  10. What is the culture like in an investment bank?
  11. What is the job market like for investment bankers?
  12. Should I have a business degree to become an investment banker?
  13. How can I distinguish myself as an investment banker?
  14. What are some common mistakes made by new investment bankers?
  15. What are some common challenges faced by experienced investment bankers?
  16. Does working in investment banking involve a lot of travel?
  17. What skills are required to be successful in investment banking?
  18. What are some common misconceptions about working in investment banking?
  19. What advice would you give to someone considering a career in investment banking?
  20. Where can I find more information about careers in investment banking?

Frequently Asked Questions

What does an investment bank do?

An investment bank is a company that helps investors find new investment opportunities. They also provide advice on how to manage and grow investments. Investment banks work with governments, large corporations, and small businesses. They offer a wide range of services, such as underwriting, market making, and financial analysis.

How do you get into investment banking?

The most common path to investment banking is through a degree in business or economics. However, there are other ways to break into the industry. Many banks will recruit undergraduate students and recent graduates through internships and graduate recruitment programs.

Alternatively, experienced professionals can move into investment banking from other industries, such as accounting or law. The most important thing is to have a good understanding of the industry and the products and services that banks offer.

What do investment bankers do?

Investment bankers are responsible for issuing and selling securities. They work with clients to identify and evaluate opportunities, provide advice on financial planning and investment strategies, and assist them during the transaction process. They also work with other members of the financial industry to obtain the best return for their clients.

Do investment bankers need to be good at math?

The answer is yes. To be successful as an investment banker, you need to have good math skills. This is because a large part of the job involves analyzing financial data and making recommendations based on that data. Investment bankers also need to be able to communicate complex financial concepts clearly and concisely, so good writing skills are also important.

What makes a good investment banker?

A good investment banker can identify and take advantage of opportunities in the marketplace. They must have a good understanding of the financial markets and be able to develop creative solutions that best meet the needs of their clients. They must also be able to work effectively with other members of their team and with clients.


Investment banking can be a great way to grow your wealth, but only if you choose the right institution to work with. Asking yourself these questions will help you narrow down your options and find the investment bank that best fits you and your financial goals.

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