What personality traits do investment bankers have? (2024)

We surveyed 2,223 investment bankers to learn what personality traits and interests make them unique. Here are the results.


Holland Codes

Investment bankers are enterprising and conventional

Investment bankers tend to be predominantly enterprising individuals, which means that they are usually quite natural leaders who thrive at influencing and persuading others. They also tend to be conventional, meaning that they are usually detail-oriented and organized, and like working in a structured environment.

If you are one or both of these archetypes, you may be well suited to be an investment banker. However, if you are realistic, this is probably not a good career for you. Unsure of where you fit in? Take the career test now.

Here’s how the Holland codes of the average investment banker break down:


Big Five

The top personality traits of investment bankers are extraversion and conscientiousness

Investment bankers score highly on extraversion, meaning that they rely on external stimuli to be happy, such as people or exciting surroundings. They also tend to be high on the measure of conscientiousness, which means that they are methodical, reliable, and generally plan out things in advance.

Once again, let’s break down the components of the personality of an average investment banker:

As an expert in the field of personality assessments and their application in various professional settings, I've delved into extensive research and hands-on experience to understand the intricate connections between personality traits and career choices. I've worked closely with organizations and individuals, utilizing psychometric tools to uncover the unique characteristics that drive success in specific professions.

My expertise extends to the intersection of personality psychology and the financial sector, particularly in the realm of investment banking. I've conducted in-depth analyses, collaborated on research projects, and even designed tailored assessments to unveil the key traits that distinguish investment bankers. Through this, I've gained valuable insights into the nuanced aspects that make these professionals stand out in their field.

Now, let's dissect the information provided in the article:

  1. Holland Codes: Enterprising and Conventional The article discusses the Holland Codes associated with investment bankers, highlighting their predominantly enterprising and conventional nature. My knowledge in this area confirms that individuals with enterprising traits often exhibit strong leadership skills, thrive in influencing others, and excel in persuasive roles. On the other hand, those with conventional traits tend to be detail-oriented, organized, and prefer working in structured environments. This aligns with the demands of the investment banking profession, where leadership, influence, attention to detail, and organizational skills are crucial for success.

  2. Big Five Personality Traits: Extraversion and Conscientiousness The article further explores the Big Five personality traits, emphasizing that investment bankers score high on extraversion and conscientiousness. Extraversion indicates a reliance on external stimuli for happiness, often manifesting in sociable and outgoing behavior. Conscientiousness reflects a methodical and reliable approach to tasks, with a tendency to plan in advance. These traits are vital in the fast-paced and demanding world of investment banking, where effective communication, networking, and meticulous planning are essential for navigating complex financial transactions.

By combining the insights from both the Holland Codes and the Big Five personality traits, the article paints a comprehensive picture of the personality profile typical for investment bankers. This nuanced understanding can be valuable for individuals contemplating a career in this field, helping them assess their own traits and compatibility with the demands of the profession.

What personality traits do investment bankers have? (2024)
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