Investment Banking Specialist Jobs in Berkeley, CA
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.
Private Markets Real Estate/Assets Investment Analyst
- San Francisco, CA (10 miles from Berkeley, CA)
- 4 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 4 days ago
Aon is looking for Private Markets Real Estate/Assets Investment Analyst in our San Francisco office. As part of an industry-leading team, you will help empower results for our clients by...
- San Francisco, CA (10 miles from Berkeley, CA)
- 4 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 4 days ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
VP Investment Banker - Software
- San Francisco, CA (10 miles from Berkeley, CA)
- 7 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 7 days ago
. ------------------------------------------------------ Job Family Group: Institutional Banking ------------------------------------------------------ Job Family: Investment Banking ---------------...
Investment Banking Associate - Healthcare
- San Francisco, CA (10 miles from Berkeley, CA)
- 7 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 7 days ago
The Investment Banking Associate also serves as an intermediary in trading for clients....
Sr Business Analyst (Investment Banking)
- San Francisco, CA (10 miles from Berkeley, CA)
- 9 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 9 days ago
Investment banking experience needed....
Investment Consultant - San Ramon, CA
- San Ramon, CA (16 miles from Berkeley, CA)
- 10 days ago
- San Ramon, CA (16 miles from Berkeley, CA)
- 10 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...
- San Francisco, CA (10 miles from Berkeley, CA)
- 10 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 10 days ago
modeling systems such as eMoney, NaviPlan, WealthStation, or the like Demonstrable proficiency in Salesforce Stay current on cutting edge wealth planning solutions while retaining the ability to explain...
Investment Analyst - VC Fund of Funds
- Alameda, CA (6 miles from Berkeley, CA)
- 13 days ago
- Alameda, CA (6 miles from Berkeley, CA)
- 13 days ago
Investment Analyst, Venture Capital Fund of Funds JOB DESCRIPTION: In this role, you'll wear multiple hats across all areas of our funds investment work, playing a vital role in: Meet with venture...
Investment Consultant - Burlingame, CA
- Burlingame, CA (21 miles from Berkeley, CA)
- 13 days ago
- Burlingame, CA (21 miles from Berkeley, CA)
- 13 days ago
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...
Portfolio & Asset Management Analyst - Real Estate
- San Francisco, CA (10 miles from Berkeley, CA)
- 14 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 14 days ago
Employer: DWS Group Title: Analyst Real Estate Location: San Francisco, CA Job Code: #LI-LV2 #LI-01 About DWS: Today, markets face a whole new set of pressures but also a whole lot of opportunity...
- San Mateo, CA (20 miles from Berkeley, CA)
- 17 days ago
- San Mateo, CA (20 miles from Berkeley, CA)
- 17 days ago
Familiarity with financial modeling, market sizing, and valuation. Self-starter with high attention to detail and a collaborative mindset....
Investment Consultant - San Francisco, CA
- San Francisco, CA (10 miles from Berkeley, CA)
- 20 days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 20 days ago
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...
Investment Banking Associate (TMT)
- Hayward, CA (17 miles from Berkeley, CA)
- 21 days ago
- Hayward, CA (17 miles from Berkeley, CA)
- 21 days ago
Ideal Profile: 2-3 years of experience in M&A execution at a leading investment banking group....
Alternative Investment Consultant
- San Francisco, CA (10 miles from Berkeley, CA)
- 30+ days ago
- San Francisco, CA (10 miles from Berkeley, CA)
- 30+ days ago
Do you have expertise and interest in Alternative Investments Sales?...
- Mill Valley, CA (16 miles from Berkeley, CA)
- 30+ days ago
- Mill Valley, CA (16 miles from Berkeley, CA)
- 30+ 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...
Demographic Data for Berkeley, CA
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Berkeley, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Berkeley, CA 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
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Mentoring
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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