Investment Banking Specialist Jobs in Mill Valley, 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.

1-15 of 36 Jobs

Sr. Wealth Strategist/Client Business Development Executive

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 7 hours ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 7 hours 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...

Investment Banking Analyst Program Technology Banking - Corporate & Investment banking - San Francisco, California, United States

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 hours ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 hours ago

As an Investment Banking Analyst at Societe Generale, you will play a crucial role in supporting our technology investment banking team in executing financial transactions and advising clients on strategic...

Investment Analyst. Private Equity

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 1 day ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 1 day ago

Position Overview: The Private Equity Research Team conducts industry research and performs fund due diligence on private equity funds....

Financial Services Analyst 2 (4754C), Financial Aid Office - #79372

  • Berkeley, CA (16 miles from Mill Valley, CA)
  • 6 days ago
  • Berkeley, CA (16 miles from Mill Valley, CA)
  • 6 days ago

Financial Services Analyst 2 (4754C), Financial Aid Office - #79372 University of California-Berkeley The Financial Aid and Scholarships Office (FASO) directly awards or coordinates the awarding...

Financial Services Analyst 2 (4754C), Financial Aid Office - 79372

  • Berkeley, CA (16 miles from Mill Valley, CA)
  • 6 days ago
  • Berkeley, CA (16 miles from Mill Valley, CA)
  • 6 days ago

Financial Services Analyst 2 (4754C), Financial Aid Office - 79372 University of California Berkeley - 4.2 Berkeley, CA Job Details Full-time $33.52 - $38.51 an hour 12 hours ago Qualifications...

Investment Consultant -Presidio Heights

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 7 days ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 7 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...

Investment Banking Associate Technology (Software)

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago

They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt....

Investment Banking Analyst Technology (Software)

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago

They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt....

PGIM: 2026 Real Estate, Summer Investment Analyst Program (Originations)

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago

Help build and update financial models, including cash flow projections, Argus models, and sensitivity analyses, under the guidance of senior team members....

PGIM Private Capital (Prudential): 2026 Summer Investment Analyst Program

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago

models Writing investment recommendations Conducting portfolio and credit monitoring Preparing marketing materials What You'll Need: Candidates must be enrolled in an accredited bachelor's program...

PGIM Private Capital (Prudential): 2026 Investment Analyst Program

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago

modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What You'll Need: Candidates must be enrolled in an accredited...

PGIM: 2026 Real Estate, Summer Investment Analyst Program (Equity)

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago

Contribute to financial modeling efforts, including cash flow projections, sensitivity analyses, and rent roll reviews, under the guidance of experienced analysts and managers....

PGIM: 2026 Real Estate, Investment Analyst Program (Originations)

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago

Job Classification: Investment Management - Investments PGIM: 2026 Real Estate, Investment Analyst Program (Originations) This position is only available in the following locations: New York, NY;...

PGIM: 2026 Real Estate, Investment Analyst Program (Equity)

  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago
  • San Francisco, CA (11 miles from Mill Valley, CA)
  • 8 days ago

modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios....

Financial Services Analyst 2 (4754C), Financial Aid Office - 79372 University of California, Berkeley

  • Berkeley, CA (16 miles from Mill Valley, CA)
  • 8 days ago
  • Berkeley, CA (16 miles from Mill Valley, CA)
  • 8 days ago

Financial Services Analyst 2 (4754C), Financial Aid Office - 79372 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome...

Demographic Data for Mill Valley, CA

Moving to Mill Valley, CA? Find some basic demographic data about Mill Valley, CA below.


Local
National
31,480
1,279
Medium

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 Mill Valley, CA

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 Mill Valley, CA 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%


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