Corporate and Investment Banking scorecard templates
Banking and Financial Services
Performance scorecards for the Corporate and Investment Banking function in Banking and Financial Services, including Corporate Banker, Head of Corporate and Investment Banking and Investment Banker. Each of the 4 templates is role-specific — 32 pre-written measures across the four perspectives, weighted to total 100%. Free to download in Excel.
4 Corporate and Investment Banking scorecards
Corporate and Investment Banking scorecards — FAQs
Which Corporate and Investment Banking roles have a scorecard template?
Corporate Banker, Head of Corporate and Investment Banking, Investment Banker, Senior Relationship Manager (Corporate). Each has its own scorecard with KPIs written for that specific role.
Can I use a Corporate and Investment Banking scorecard for a different industry?
Yes. These are written for Banking and Financial Services, but the structure and most measures transfer to other industries — the KPI rows, targets and weightings are all editable.
How does the scoring work?
Rating % = (Actual − Base) ÷ (Stretch − Base) × 100, where Base = 0% and Stretch = 100%. Ratings are weighted by each KPI's Weight % and summed into an overall score. Only the yellow Actual cells need filling in — everything else calculates.
Can the templates be edited?
Yes. The KPIs, goals, targets and weightings are all editable, with dropdowns on direction, reporting frequency and target period, and cell comments explaining each column.