“I want to get into investment banking, but I don’t know where to start.”
If that’s you-or someone you know-you’re not alone.
Most students and career switchers dream of high-paying finance roles but get lost in the maze of jargon like DCF, LBO, M&A, and pitch decks. Here’s the thing: you don’t need to be a finance genius to get started. You just need the right investment banking projects for beginners to build confidence, skills, and a job-ready resume.
That’s where we come in.
I’m here to walk you through real-world investment banking projects you can do as a beginner-even if you're from a non-finance background. These projects will help you learn by doing, not just memorizing textbook theories.
Ready to start?
Why Do Projects Matter in Investment Banking?
Before we dive into the actual list, let’s answer the big question:
Why do you even need investment banking projects in the first place?
Imagine trying to learn cricket just by reading the rules. Sounds silly, right? The same goes for finance. Investment banking is a hands-on field. You’ll need to:
- Build financial models
- Analyze company statements
- Simulate mergers and acquisitions
- Create dashboards
- Pitch investment ideas
And employers expect you to have at least basic exposure to these before they even call you for an interview.
That’s why investment banking projects for beginners are so powerful. They bridge the gap between theory and practice.
Let’s Get Started
Best Investment Banking Projects for Beginners
These are simple yet powerful projects designed to help you build core skills. If you’re studying at Itvedant or planning to enroll, these are exactly the kinds of projects you’ll get hands-on with.
- Investment Memo & Pitch Deck Creation
Write a one-page investment memo summarizing a deal and prepare a 5-slide pitch deck for a potential investor.
Skills Gained:
- Business storytelling
- PowerPoint design
- Summarizing complex deals
Perfect for freshers who want to build presentation and pitching skills.
- Excel-Based Financial Dashboard
Create a dynamic Excel dashboard to track expenses, revenues, and key metrics.
Skills Gained:
- Excel formulas
- Data visualization
- Financial KPIs
Great first project to build your data handling confidence.
- Power BI Dashboard
Build an interactive Power BI dashboard with trend prediction features.
Skills Gained:
- Business Intelligence
- Predictive analysis
- Dashboard design
Ideal for career switchers from tech/data backgrounds.
- Mini Equity Research Report + M&A Case Study
Analyze a public company’s business model, moat, risks, and propose a merger scenario with synergy analysis.
Skills Gained:
- Strategic thinking
- Industry research
- M&A basics
One of the most relevant investment banking projects for beginners.
- End-to-End 3-Statement Financial Model
Build a model linking the Income Statement, Balance Sheet, and Cash Flow. Include DCF and sensitivity analysis.
Skills Gained:
- Core financial modeling
- Valuation techniques
- Excel mastery
This is a must-have in your resume if you're serious about investment banking.
- Investment Portfolio Comparison Project
Compare equity, bond, and mutual fund portfolios. Track ROE, NAV, risk, yield, etc.
Skills Gained:
- Portfolio analysis
- Risk assessment
- Asset allocation
Builds your investor mindset and decision-making ability.
- Derivatives Risk Tracker & Collateral Report
Simulate an options and futures portfolio. Track margins and collateral.
Skills Gained:
- Derivatives basics
- Margin calculations
- Risk tracking
Perfect for those curious about trading and capital markets.
- Corporate Action Processing Simulation
Simulate stock splits, bonuses, and dividend actions using Excel.
Skills Gained:
- Corporate event handling
- NAV updates
- Excel automation
Excellent for back-office operations roles and clearing firms.
- Investment Banking Industry Analysis Report
Create a detailed report on the top IB firms, their business models, and trends.
Skills Gained:
- Market mapping
- Trend analysis
- Regulatory knowledge
If you want to work in research or client coverage, this is your jam.
- Trade Lifecycle Simulation Project
Use a flowchart tool to simulate the lifecycle of a trade. Include KYC onboarding, exception handling, and AML checks.
Skills Gained:
- Trade operations
- Compliance basics
- Process design
Great for back-office, operations, and fintech roles.
- Financial Statement Analysis of a Listed Company
Download data from MoneyControl or Screener. Analyze IS, BS, and CF statements. Calculate ratios like ROE, debt-equity, and profit margins.
Skills Gained:
- Ratio analysis
- Statement interpretation
- Reporting
Every finance student should master this.
How These Projects Help You Get a Job
Here’s what recruiters are really looking for in freshers:
- You understand the basics of corporate finance
- You can handle Excel like a pro
- You’ve worked on real projects, not just theory
- You can communicate ideas clearly in reports and decks
- You know how investment banking works-not just what it is
These investment banking projects for beginners tick all those boxes.
Whether you're applying for analyst roles, internships, or even mid-level finance positions, showing these projects on your resume gives you a real competitive edge.
But What If I’m Not from a Finance Background?
That’s okay.
I’ve worked with people from engineering, BMS, commerce, even arts backgrounds. What matters is your interest and consistency.
Most of these projects are designed so that anyone can learn with proper guidance.
If you're still wondering how to start, the answer is simple:
Join a program that gives you structured, guided project work.
Why We Designed These Projects at Itvedant
At Itvedant, we realized that finance is not a spectator sport.
You learn it best by doing.
So, instead of boring PPTs and outdated books, we created a hands-on Investment Banking course packed with real, resume-worthy projects.
From building a 3-statement model to simulating trade workflows, you’ll touch every part of what an investment banker or analyst does in the real world.
We’ve seen students:
- Crack interviews with top banks
- Land internships with finance startups
- Build confidence even without a finance degree
And it all started with their first investment banking project.
Final Thoughts: Your Career Starts With Your First Project
If you’ve read this far, you’re clearly serious about building a career in finance.
Here’s the truth:
Reading blogs and watching YouTube videos alone won’t get you hired.
Doing real investment banking projects for beginners will.
Start small. Pick one project. Learn by doing. Then move to the next.
And if you want expert guidance, industry mentors, and step-by-step support, you already know where to look.
Ready to Start Your Career in Investment Banking?
Join Itvedant’s Investment Banking Course to master financial modeling, valuation, dashboards, and industry tools-all through hands-on projects.
Let’s build your future-one project at a time.
Want to Learn Other Exciting Job-Ready Courses?
If you enjoyed these Investment Banking projects, you’ll love what else Itvedant has in store:
- Data Science & Machine Learning – Work on Python, AI, and predictive analytics
- Java Full Stack Development – Build complete web apps from scratch
- Python Full Stack Development – Create dynamic applications using Django and Flask
- Software Testing – Get hands-on with Selenium and automation tools
- Business Analytics with Power BI – Transform raw data into business insights
Visit IT Vedant to explore more career-transforming programs!