Investment Banking Specialist Jobs in Arizona
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
- 7 days ago
- Phoenix, AZ
- 7 days 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...
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...
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...
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...
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:...
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,...
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...
Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...
Remote WorkAlternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...
Remote WorkOverview 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...
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...
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...
Investment Consultant (Active Trader) - Phoenix, AZ
- Phoenix, AZ
- 45+ days ago
- Phoenix, AZ
- 45+ days 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...
Skilled in financial modeling, financial statement analysis, corporate finance, and transaction structuring. Proficient in MS Office programs, specifically Excel, Word, and PowerPoint....
Demographic Data for Arizona
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Salary for Investment Banking Specialist Jobs in Arizona
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Arizona 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
- Equity Research
- Tax Accounting
- Financial Planning
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Corporate Finance
- Investment Analysis
- Wealth Management
- Venture Capital
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Credit Analysis
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Risk Management
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Documentation
- Flexibility
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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