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.
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,...
Do you enjoy putting pieces together to understand the bigger picture and partnering to solve complex issues? If so, there is an exciting career opportunity waiting for you in our Field...
Overview $5,000 New Hire Sign On Bonus Job Location: NETWORK SUPPORT SERVICES 2500 W UTOPIA PHOENIX, Arizona 85027 United States Schedule: M-F, 8-5 Work Arrangements: Fully on-site Looking to be...
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkEquity, International Equity, Global Fixed Income or Alternatives Investments)....
& Banking Partners / Preparation of new client documentation and legal agreements / Direct communication with prospective clients and their advisors / Onboarding of new clients / Maintaining the sales...
Director of Investment Portfolio Management, Corporate Development
- Phoenix, AZ
- 16 days ago
- Phoenix, AZ
- 16 days ago
models Must be passionate about contributing to an organization focused on continuously improving consumer experiences....
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...
Analyst, Investment Accounting Operations (remote consideration)
- Phoenix, AZ
- 30+ days ago
- Phoenix, AZ
- 30+ days ago
ANALYST, INVESTMENT ACCOUNTING OPERATIONS (REMOTE CONSIDERATION) at Lincoln Financial Group in Phoenix, Arizona, United States Job Description Alternate Locations: Work from Home; Fort Wayne, IN...
Remote WorkThe Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans. RPCs will also support new business advisers in the sales...
Demographic Data for Arizona
Moving to Arizona? Find some basic demographic data about Arizona below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
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
- Asset Allocation
- FactSet
- Alternative Investments
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Client Relationships
- Financial Analysis
- Quantitative Analysis
- Investment Management
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- Presentation
- Verbal Communication
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »