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.
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...
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:...
- 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....
- 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...
- 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.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Scottsdale, AZ
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Scottsdale, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Credit Analysis
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Acquisitions
- Finance
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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