Investment Banking Analyst Jobs in Oaks, 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 (19 miles from Oaks, PA)
- 1 day ago
- Philadelphia, PA (19 miles from Oaks, PA)
- 1 day 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 (19 miles from Oaks, PA)
- 1 day ago
- Philadelphia, PA (19 miles from Oaks, PA)
- 1 day 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...
Operations Specialist - Investment Operations
- Philadelphia, PA (19 miles from Oaks, PA)
- 2 days ago
- Philadelphia, PA (19 miles from Oaks, PA)
- 2 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...
Wealth Strategist - PNC Private Bank
- Philadelphia, PA (19 miles from Oaks, PA)
- 6 days ago
- Philadelphia, PA (19 miles from Oaks, PA)
- 6 days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Remote Work- Philadelphia, PA (19 miles from Oaks, PA)
- 10 days ago
- Philadelphia, PA (19 miles from Oaks, PA)
- 10 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 (5 miles from Oaks, PA)
- 12 days ago
- Radnor, PA (5 miles from Oaks, PA)
- 12 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 (5 miles from Oaks, PA)
- 12 days ago
- Radnor, PA (5 miles from Oaks, PA)
- 12 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 (19 miles from Oaks, PA)
- 14 days ago
- Philadelphia, PA (19 miles from Oaks, PA)
- 14 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 (7 miles from Oaks, PA)
- 23 days ago
- Malvern, PA (7 miles from Oaks, PA)
- 23 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 (19 miles from Oaks, PA)
- 30+ days ago
- Philadelphia, PA (19 miles from Oaks, 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 (5 miles from Oaks, PA)
- 45+ days ago
- Radnor, PA (5 miles from Oaks, 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 (19 miles from Oaks, PA)
- 60+ days ago
- Philadelphia, PA (19 miles from Oaks, 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 (8 miles from Oaks, PA)
- 60+ days ago
- Conshohocken, PA (8 miles from Oaks, PA)
- 60+ days ago
investments....
Director - Investment Compliance and Risk
- Philadelphia, PA (19 miles from Oaks, PA)
- 90+ days ago
- Philadelphia, PA (19 miles from Oaks, 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...
MSIM- Private Equity Solutions- Investment Analyst
- Conshohocken, PA (8 miles from Oaks, PA)
- 90+ days ago
- Conshohocken, PA (8 miles from Oaks, PA)
- 90+ days ago
research analysts, management teams and private equity sponsors Supporting investment sourcing, client service requests, and portfolio monitoring and other organizational processes QUALIFICATIONS:...
Demographic Data for Oaks, PA
Moving to Oaks, PA? Find some basic demographic data about Oaks, PA below.
Investment Banking Analyst Online Courses and Training Opportunities
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Salary for Investment Banking Analyst Jobs in Oaks, PA
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Oaks, 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
- Corporate Finance
- Investment Analysis
- 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
- Market Research
- 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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