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.

Real Estate Investment Analyst (Remote)
- Lakeview Loan Servicing
- Dallas, TX
- 4 days ago
- Lakeview Loan Servicing
- Dallas, TX
- 4 days ago
analysis, real estate acquisitions, or engineering....
Remote Work
Mergers & Acquisitions Analyst
- Alliance Animal Health
- Atlanta, GA
- 13 days ago
- Alliance Animal Health
- Atlanta, GA
- 13 days ago
Company Description Alliance Animal Health is a fast-growing private equity backed, Veterinary Service Organization that operates as a majority owner and business partner to many veterinarian...
Drafts all initial inputs in the investment analysis and business plan for review and approval by SVP....
Investment Banking Analyst - Services & Industrials
- Minneapolis, MN
- 1 hour ago
- Minneapolis, MN
- 1 hour ago
On a day-to-day basis our Analysts: Provide critical support during all phases of transaction execution Build financial models and perform valuation analyses Coordinate transaction due diligence Conduct...
modeling and analysis in a professional setting Proven experience analyzing and interpreting financial statements Ability to design and provide research-based financial recommendations as well as develop...
modeling Highly motivated, team player with an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise,...
At Maverik, we don't just offer jobs, we offer adventures. As our Asset Management Analyst, you'll be the go-to problem solver supporting our real estate portfolio, tackling everything from lease...
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...
Assistant Director - Investment Operations (Administrator II) - #25-006095-0004
- Baltimore, MD
- 5 hours ago
- Baltimore, MD
- 5 hours ago
Introduction The Maryland State Retirement Agency (the "Agency") is the administrator of the Maryland StateRetirement and Pension System (the "System"). The System is a multi-employer, public...
Strong financial modeling (Excel) and P&L analysis skills. Excellent analytical, communication, and presentation skills (PowerPoint)....
Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full...
Why youll love working here: high-performance, people-focused culture our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps...
Investment Banking Analyst, Financial Institutions Group
- Toronto, ON
- 13 hours ago
- Toronto, ON
- 13 hours ago
Adept at financial modeling and valuation. Ability to work effectively in a team environment....
Senior Investment Analyst - Investment Grade Corporate Credit Research
- Columbus, OH
- 13 hours ago
- Columbus, OH
- 13 hours ago
As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments,...
Investment Analyst, Quantitative Investment Strategy (QIS)
- Newark, NJ
- 13 hours ago
- Newark, NJ
- 13 hours ago
Job Classification: Investment Management - Investments The Chief Investment Office (CIO) is responsible for portfolio construction and asset/liability management on behalf of Prudentials...
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
- Bloomberg Terminal
- FactSet
- Alternative Investments
- Financial Planning
- Equities
- Derivatives
- Estate Planning
- Financial Modeling
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Wealth Management
- Fixed Income
- Capital Markets
- Valuation
- Investment Banking
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Market Research
- Asset Management
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Flexibility
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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