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.
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Investment Banking Associate, Industrials (Charlotte, NC)
- Charlotte, NC
- 2 hours ago
- Charlotte, NC
- 2 hours ago
As an Investment Banking Associate, you will: Play an integral role on investment banking teams, providing execution support to for public equity offerings, mergers and acquisitions and other financial...
Were looking for an Investment Banker to: • assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients • manage major workstreams of...
General Information Press space or enter keys to toggle section visibility Work Location : Los Angeles, USA Onsite or Remote Flexible Hybrid Work Schedule Monday-Friday, 8:00am-4:30pm PST Posted...
Our client is a leading investment banking firm dedicated to providing strategic advisory services to middle-market companies....
Cambridge Associates has $389 billion in assets under advisement, of which roughly $30 billion is managed for clients on a discretionary basis.Cambridge Associates is a privately held investment...
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...
The investment banking professional should have 2-4 years of M&A experience....
SUMMARY: The primary purpose of this position is to review, assess, and validate customer records to aide in the detection of possible money laundering, terrorist financing, and fraud using...
The Operational Due Diligence Analyst will be a member of the BRM team that is responsible for conducting business and operational risk reviews of long-only and alternative investment managers....
funds and alternative investment products....
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid...
Role Description Work focused on execution and client coverage, including M&A process management, financial modelling, financial analysis, strategic analysis, due diligence coordination, and acquisition...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
- Chandler, AZ
- 13 hours ago
- Chandler, AZ
- 13 hours 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...
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
- Equity Research
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Private Equity
- Financial Services
- Financial Analysis
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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