Investment Banking Specialist Jobs in Scottsdale, AZ

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.

1-15 of 20 Jobs

Sr. Wealth Strategist/ Client Development Sales Executive

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 14 hours ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 14 hours ago

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...

New Client Investment Consultant- Phoenix, AZ

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 20 hours ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 20 hours 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...

Sanctions Enhanced Due Diligence Analyst

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 1 day ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 1 day ago

Overview This is a hybrid role that may only be hired in the following locations: Arizona, Chicago, North Carolina and Texas SVB’s First Line of Defense Enhanced Due Diligence Know Your Customer...

Wealth Management Investment Consultant - Tempe, AZ

  • Tempe, AZ (7 miles from Scottsdale, AZ)
  • 1 day ago
  • Tempe, AZ (7 miles from Scottsdale, AZ)
  • 1 day ago

At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...

Fleet & Asset Management Analyst

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 2 days ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 2 days ago

POSITION SUMMARY: Republic Services is looking for an ambitious and capable Analyst to join our network of over 32,000 employees serving 14 million customers and over 2,700 communities across the...

Investment Analyst

  • Scottsdale, AZ
  • 2 days ago
  • Scottsdale, AZ
  • 2 days ago

Description STORE Capital Advisors, LLC is seeking a team orientated, self starter with credit analysis experience to join our Credit Underwriting team. How you will contribute to STORE's mission:...

Asset Management Analyst

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 5 days ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 5 days ago

Insight Global is looking for an IT Asset Managment Analyst to work for a large financial customer of ours. This individual would be responsible for supporting the implementation, documentation,...

Advisor Services Alternative Investment Specialist

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 6 days ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 6 days ago

Advisor Services Trading Operations is a team that reviews and processes Alternative Investment purchases and redemptions....

IT Asset Management Analyst

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 9 days ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 9 days ago

The Software Asset Analyst is responsible for supporting the organization's software asset management (SAM) activities, with a particular focus on managing Microsoft licensing and ensuring...

Licensed Investment Specialist

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 11 days ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 11 days ago

Overview The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each...

IT Software Asset Management / Analyst

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 12 days ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 12 days ago

The Software Asset Analyst is responsible for supporting the organization's software asset management (SAM) activities, with a particular focus on managing Microsoft licensing and ensuring...

Investment Specialist

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 20 days ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 20 days ago

Overview The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each...

Alternative Investment Consultant

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 21 days ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 21 days ago

Inc.As a Senior Manager, Alternative Investment Consultant (AIC), you play a critical role in meeting a growing need to help our ultra-high-net-worth (UHNW) Retail clients navigate the private alternative...

Wealth Management Investment Consultant, Advisory Services

  • Tempe, AZ (7 miles from Scottsdale, AZ)
  • 21 days ago
  • Tempe, AZ (7 miles from Scottsdale, AZ)
  • 21 days ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...

Business Enhanced Due Diligence Analyst- Payments

  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 29 days ago
  • Phoenix, AZ (11 miles from Scottsdale, AZ)
  • 29 days ago

Overview SVB’s First Line of Defense Enhanced Due Diligence Know Your Customer (“EDD KYC”) team is responsible for conducting enhanced due diligence on client segments that may pose a higher risk...

Demographic Data for Scottsdale, AZ

Moving to Scottsdale, AZ? Find some basic demographic data about Scottsdale, AZ below.


Local
National
293,001
15,183
Large

Investment Banking Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...

Title Synonyms

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Salary for Investment Banking Specialist Jobs in Scottsdale, AZ

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Investment Banking Specialist positions.



Highest Education Level

Investment Banking Specialists in Scottsdale, AZ offer the following education background
Bachelor's Degree
50.0%
Master's Degree
41.7%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


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