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Anatomy of a Deal: Inside the IB Execution Playbook
How are billion-dollar investment banking deals executed — and what role do analysts really play? In Episode 5 of Building a Career in Investment Banking, Anushka Srivastava, former J.P. Morgan analyst, takes you behind the curtain of the IB execution playbook. From sourcing and pitching to due diligence and closing, you’ll see how teams collaborate, where value is created, and why analysts are essential to getting deals done.
Key Takeaways
Follow the stages of an IB transaction — from pitch to close — and understand how each step drives value.
Learn the responsibilities of M&A, Capital Markets, Risk, and Legal — and how their collaboration ensures deal success.
Discover how analysts keep deals moving, manage clients, and build the skills that accelerate career progression in finance.
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