Investment Banking Specialist Jobs
An Investment Banking Specialist in the finance industry operates as a bridge between investors and organizations, governments, or other entities that need capital. They assist clients in raising funds in the capital markets, provide strategic advisory services for mergers, acquisitions, and other types of financial transactions, and offer institutional sales and trading services. They are crucial in providing expertise and advice to clients in evaluating, structuring, and negotiating transactions. This role entails a high level of financial analysis, assessment of financial reports, market trends, and industry competition. Moreover, they are often involved in project and deal management activities.
Key skills for an Investment Banking Specialist include a solid understanding of financial modeling and valuation, strong analytical and problem-solving skills, exceptional communication and presentation skills, and the ability to work in a high-pressure, fast-paced environment. Certifications such as the Chartered Financial Analyst (CFA) or Series 7 and 63 licensing can be advantageous. Prior to becoming an Investment Banking Specialist, individuals might have roles such as Investment Banking Analyst, Associate, or even roles within Corporate Finance or Equity Research divisions.
Assistant Director/ Director-Investment Accounting
- Des Moines, IA
- 9 hours ago
- Des Moines, IA
- 9 hours ago
Experience with accounting for various investment types, including derivatives, fixed income, equities, and alternative investments is beneficial....
Staff IT Asset Management Analyst
- Linthicum Heights, MD
- 12 hours ago
- Linthicum Heights, MD
- 12 hours ago
Staff IT Asset Management Analyst Northrop Grumman - 4.0 Linthicum Heights, MD Job Details Full-time $134,900 - $212,000 a year 14 hours ago Benefits Paid holidays Disability insurance Health...
Senior Director, Wealth Management Regional Leader
- Chicago, IL
- 12 hours ago
- Chicago, IL
- 12 hours ago
at The Bank of New York Mellon dba BNY Mellon in Chicago, Illinois, United States Job Description Senior Director, Market President Chicago At BNY, our culture empowers you to grow and succeed. As...
- New York, NY
- 13 hours ago
- New York, NY
- 13 hours ago
modeling and valuation analyses as well as software specific analysis such as relevant KPI analysis Develop and participate in client pitches to advise on investment banking transactions Work on/play...
- New York, NY
- 13 hours ago
- New York, NY
- 13 hours ago
Profile required Technical Skills: Experience in renewable related financings with a focus on Tax Equity structures Strong financial modelling skills Strong numeracy skills, intimate understanding of...
- New York, NY
- 13 hours ago
- New York, NY
- 13 hours ago
Responsibilities Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support...
- New York, NY
- 13 hours ago
- New York, NY
- 13 hours ago
modelling aspects....
- New York, NY
- 13 hours ago
- New York, NY
- 13 hours ago
Profile required COMPETENCIES & TECHNICAL SKILLS Expertise in BSL and/or Private Credit CLOs Experience with financial modeling as well as documentation review and negotiation for BSL and Private Credit...
skills and experience with discounted cash flow and sensitivity analysis, as well as modeling strongly preferred Applicant should be proactive, highly motivated, well-organized, detail oriented and...
Builds and maintains financial models with historical and forward-looking projections as well as utilizes other analytical tools including Excel, Charles River & Bloomberg....
Business Unit: Cubic Transportation Systems Company Details: When you join Cubic, you become part of a company that creates and delivers technology solutions in transportation to make people's...
We're seeking an experienced audit professional to join our Investment Management audit team as a Director to execute various assurance activities in order to assess risk and formulate a view on...
Pediatric Clinic Director / Investing Partner (PT, OT, or SLP)
- La Crosse, WI
- 17 hours ago
- La Crosse, WI
- 17 hours ago
State of Location: Wisconsin Position Summary: Join Ivy Rehab's dedicated team where you're not just an employee, but a valued teammate! Together, we provide world-class care in physical therapy,...
Develop and maintain financial models, using pivot tables and other advanced Excel functions. Work with various teams to gather financial data and insights....
You desire impactful work. Youre RGA ready RGA is a purpose-driven organization working to solve todays challenges through innovation and collaboration. A Fortune 500 Company and listed among its...
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs Nationwide
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Verbal Communication
- Collaboration
- Mentoring
- Flexibility
- Reporting
- Documentation
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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