Investment Banking Analyst Jobs in Bala Cynwyd, PA
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.
Investment Consultant - Philadelphia, PA
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 2 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 2 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 2 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 2 days ago
The successful candidate is expected to: Build financial models to support rating analysis, deal pricing, and deal structure Review detailed term sheets and deal documentation Develop marketing materials...
Investment Operations Associate JKJ Financial Services
- Newtown, PA (22 miles from Bala Cynwyd, PA)
- 3 days ago
- Newtown, PA (22 miles from Bala Cynwyd, PA)
- 3 days ago
JKJ Financial Services is a 91-year-old independent firm based in the Philadelphia area. We provide financial guidance to individuals, families, and businessesempowering them to thrive and achieve...
Operations Specialist - Investment Operations
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 3 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 3 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...
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 12 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 12 days ago
We are seeking a highly motivated and experienced Investment Banking Associate to join our Infrastructure Investment Banking team....
Analyst, Investment Accounting Trade Operations
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 13 days ago
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 13 days ago
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 employee...
Remote WorkAnalyst, Investment Accounting Operations
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 13 days ago
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 13 days ago
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 employee...
Remote Work- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 15 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 15 days ago
Builds and maintains financial models with historical and forward-looking projections as well as utilizes other analytical tools including Excel, Charles River & Bloomberg....
Investment Consultant, Senior Specialist - ADICS5001
- Malvern, PA (16 miles from Bala Cynwyd, PA)
- 24 days ago
- Malvern, PA (16 miles from Bala Cynwyd, PA)
- 24 days ago
Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients....
Asset Management Analyst- Renewable Energy- Solar
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 30+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 30+ days ago
We're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we're proud of the difference we make to customers, to local...
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 45+ days ago
- Radnor, PA (9 miles from Bala Cynwyd, PA)
- 45+ days ago
Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Remote : Work at home employee Relocation assistance: is not available for this opportunity. Requisition #: 74494 The Role at a...
Remote Work- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 60+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 60+ days ago
The Senior Wealth Strategist will be advising Janney clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial...
Managing Director, Investment Strategy
- Conshohocken, PA (6 miles from Bala Cynwyd, PA)
- 60+ days ago
- Conshohocken, PA (6 miles from Bala Cynwyd, PA)
- 60+ days ago
investments....
Director - Investment Compliance and Risk
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 90+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 90+ days ago
and Requirements The Director of Investment Compliance and Risk is responsible for producing the investment-related portions of risk-based capital (RBC) and the monitoring and reporting of...
Vendor Management Director- Investment Management Group
- Malvern, PA (16 miles from Bala Cynwyd, PA)
- 90+ days ago
- Malvern, PA (16 miles from Bala Cynwyd, PA)
- 90+ days ago
As the Vendor Management Director for our Investment Management Group (IMG), you will play a critical role in ensuring that IMG remains at the forefront of the industry by cultivating...
Demographic Data for Bala Cynwyd, PA
Moving to Bala Cynwyd, PA? Find some basic demographic data about Bala Cynwyd, PA below.
Investment Banking Analyst Online Courses and Training Opportunities
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Salary for Investment Banking Analyst Jobs in Bala Cynwyd, PA
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Bala Cynwyd, PA 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
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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