Investment Banking Analyst Jobs in Phoenix, AZ
An Investment Banking Analyst plays a key role in the finance industry by assisting in the creation and execution of investment strategies for companies, governments, and other large entities. They conduct industry research, prepare financial models, and perform detailed company valuations to support investment decisions. They also help manage and structure financial transactions, including mergers, acquisitions, and public offerings. Analysts often work with senior bankers to liaise with clients and provide them with strategic advice.
Investment Banking Analysts should have robust quantitative and analytical skills, attention to detail, and strong communication abilities. Familiarity with financial modeling and valuation techniques is essential, and proficiency in financial software and databases is highly beneficial. Relevant certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) can elevate credibility in this role. Prior roles that could lead to an Investment Banking Analyst position include roles such as a Financial Analyst, Business Analyst, or Associate in a smaller investment bank or financial consulting firm.
Overview The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each...
The Software Asset Analyst is responsible for supporting the organization's software asset management (SAM) activities, with a particular focus on managing Microsoft licensing and ensuring...
Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...
Remote WorkAlternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...
Remote WorkOverview The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each...
Inc.As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a growing need to help our ultra-high-net-worth (UHNW) Retail clients navigate the private alternative...
Technology Execution Director - Wealth Management/Private Bank
- Phoenix, AZ
- 16 days ago
- Phoenix, AZ
- 16 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Overview SVB’s First Line of Defense Enhanced Due Diligence Know Your Customer (“EDD KYC”) team is responsible for conducting enhanced due diligence on client segments that may pose a higher risk...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
- Chandler, AZ (14 miles from Phoenix, AZ)
- 30+ days ago
- Chandler, AZ (14 miles from Phoenix, AZ)
- 30+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Skilled in financial modeling, financial statement analysis, corporate finance, and transaction structuring. Proficient in MS Office programs, specifically Excel, Word, and PowerPoint....
Insight Global is looking for an IT Asset Managment Analyst to work for a large financial customer of ours. This individual would be responsible for supporting the implementation, documentation,...
Investment Consultant - Relationship Manager
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 45+ days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 45+ days ago
An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The...
Investment Consultant II - Merrill Premium
- Chandler, AZ (14 miles from Phoenix, AZ)
- 60+ days ago
- Chandler, AZ (14 miles from Phoenix, AZ)
- 60+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral opportunities to the Financial Advisor team....
Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the...
Demographic Data for Phoenix, AZ
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Salary for Investment Banking Analyst Jobs in Phoenix, AZ
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Phoenix, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Analyst position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Fundraising
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Documentation
- Coaching
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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