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.

1-14 of 14 Jobs

IT Asset Management Analyst

  • Phoenix, AZ
  • 1 day ago
  • Phoenix, AZ
  • 1 day 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
  • 4 days ago
  • Phoenix, AZ
  • 4 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
  • 5 days ago
  • Phoenix, AZ
  • 5 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
  • 13 days ago
  • Phoenix, AZ
  • 13 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
  • 14 days ago
  • Phoenix, AZ
  • 14 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
  • 14 days ago
  • Tempe, AZ
  • 14 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...

Technology Execution Director - Wealth Management/Private Bank

  • Phoenix, AZ
  • 19 days ago
  • Phoenix, AZ
  • 19 days ago

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...

Business Enhanced Due Diligence Analyst- Payments

  • Phoenix, AZ
  • 22 days ago
  • Phoenix, AZ
  • 22 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...

Investment Consultant (Active Trader) - Phoenix, AZ

  • Phoenix, AZ
  • 30+ days ago
  • Phoenix, AZ
  • 30+ 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...

Asset Management Analyst

  • Phoenix, AZ
  • 30+ days ago
  • Phoenix, AZ
  • 30+ days ago

Skilled in financial modeling, financial statement analysis, corporate finance, and transaction structuring. Proficient in MS Office programs, specifically Excel, Word, and PowerPoint....

Investment Consultant - Relationship Manager

  • Scottsdale, AZ
  • 60+ days ago
  • Scottsdale, AZ
  • 60+ days ago

An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The...

Investment Consultant II - Merrill Premium

  • Chandler, AZ
  • 60+ days ago
  • Chandler, AZ
  • 60+ days 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 Consultant

  • Phoenix, AZ
  • 60+ days ago
  • Phoenix, AZ
  • 60+ days ago

The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral opportunities to the Financial Advisor team....

Account Director (Creative & Investment Banking)

  • Phoenix, AZ
  • 90+ days ago
  • Phoenix, AZ
  • 90+ days ago

Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the...

Demographic Data for Arizona

Moving to Arizona? Find some basic demographic data about Arizona below.


Local
National
7,152,939
153,803

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 Arizona

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 Arizona 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%


Other Career Titles

Here are some other career titles that require similar skills



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