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.
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...
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Wealth Management Investment Consultant, Advisory Services
- Tempe, AZ
- 6 days ago
- Tempe, AZ
- 6 days 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...
Investment Consultant - Financial Solutions Branch - South Mountain
- Phoenix, AZ
- 15 days ago
- Phoenix, AZ
- 15 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...
We are conducting a confidential search on behalf of a highly regarded, relationship-focused financial institution seeking an accomplished Vice President, Commercial Banking Wealth Strategist to...
We are conducting a confidential search on behalf of a highly regarded, relationship-focused financial institution seeking an accomplished Vice President, Commercial Banking Wealth Strategist to...
We are conducting a confidential search on behalf of a highly regarded, relationship-focused financial institution seeking an accomplished Vice President, Commercial Banking Wealth Strategist to...
We are conducting a confidential search on behalf of a highly regarded, relationship-focused financial institution seeking an accomplished Vice President, Commercial Banking Wealth Strategist to...
We are conducting a confidential search on behalf of a highly regarded, relationship-focused financial institution seeking an accomplished Vice President, Commercial Banking Wealth Strategist to...
Investment Sales Analyst CBRE 3.2 ( ) Phoenix, AZ Why you should apply for a job to CBRE : 67% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members....
Sr. Wealth Strategist/ Client Development Sales Executive
- Phoenix, AZ
- 45+ days ago
- Phoenix, AZ
- 45+ 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...
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...
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...
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...
The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral opportunities to the Financial Advisor team....
Demographic Data for Arizona
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Investment Banking Specialist Online Courses and Training Opportunities
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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
- Asset Allocation
- Equity Research
- Bloomberg Terminal
- FactSet
- Alternative Investments
- Financial Planning
- Equities
- Derivatives
- Estate Planning
- Financial Modeling
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Wealth Management
- Fixed Income
- Capital Markets
- Valuation
- Investment Banking
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Market Research
- Asset Management
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Flexibility
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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