Investment Banking Specialist Jobs in Pasadena, 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.
Capital Markets Investment Banking Associate Director / Vice President - El Segundo, CA
- El Segundo, CA (22 miles from Pasadena, CA)
- 1 day ago
- El Segundo, CA (22 miles from Pasadena, CA)
- 1 day ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA/SIPC....
CFT REAL ESTATE INVESTMENT ANALYST (P1-1918478-1) LOCATION Pasadena, CA POSTED 05/22/2025 TYPE Cherng Family Trust JOB ID P1-1918478-1 Summary of Job Description: The CFT Real Estate Investment...
Public Finance Investment Banking Analyst
- El Segundo, CA (22 miles from Pasadena, CA)
- 3 days ago
- El Segundo, CA (22 miles from Pasadena, CA)
- 3 days ago
We are currently looking for a Public Finance Investment Banking Analyst to join the public finance team in El Segundo, CA....
Vice President, Lead Investment Banker - West Coast Financial Sponsors
- Los Angeles, CA (13 miles from Pasadena, CA)
- 5 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 5 days ago
Collaborate and consult with Investment Banking peers and colleagues to resolve issues and achieve goals Required Qualifications: 5+ years of Investment Banking experience, or equivalent demonstrated...
Executive Director, Senior Lead Investment Banker - West Coast Financial Sponsors
- Los Angeles, CA (13 miles from Pasadena, CA)
- 5 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 5 days ago
Collaborate and consult with Investment Banking peers and colleagues to resolve issues and achieve goals Required Qualifications: 7+ years of Investment Banking experience, or equivalent demonstrated...
Investment Banking Associate - Los Angeles
- Los Angeles, CA (13 miles from Pasadena, CA)
- 6 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 6 days ago
Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment...
Investment Analyst/ Senior Analyst
- Santa Monica, CA (22 miles from Pasadena, CA)
- 6 days ago
- Santa Monica, CA (22 miles from Pasadena, CA)
- 6 days ago
Salary: $100-$110k + bonus & additional incentives Responsibilities: Assist the firm's investment team in evaluating and conducting due diligence on new opportunities, including building financial models...
- Los Angeles, CA (13 miles from Pasadena, CA)
- 7 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 7 days ago
cash flows, valuation, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis; and, Leading due diligence processes for investment banking transactions...
Investment Banking Analyst, Generalist - Los Angeles
- Los Angeles, CA (13 miles from Pasadena, CA)
- 7 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 7 days ago
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
Investment Consultant - City National Rochdale
- Beverly Hills, CA (15 miles from Pasadena, CA)
- 7 days ago
- Beverly Hills, CA (15 miles from Pasadena, CA)
- 7 days ago
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
- El Segundo, CA (22 miles from Pasadena, CA)
- 10 days ago
- El Segundo, CA (22 miles from Pasadena, CA)
- 10 days ago
Our Benefits Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family...
Investment Consultant - Private Wealth Solutions - City National Rochdale
- Beverly Hills, CA (15 miles from Pasadena, CA)
- 11 days ago
- Beverly Hills, CA (15 miles from Pasadena, CA)
- 11 days ago
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
Investment Consultant - El Segundo, CA
- El Segundo, CA (22 miles from Pasadena, CA)
- 13 days ago
- El Segundo, CA (22 miles from Pasadena, 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...
- Culver City, CA (18 miles from Pasadena, CA)
- 13 days ago
- Culver City, CA (18 miles from Pasadena, CA)
- 13 days ago
GK is recognized by the Los Angeles Business Journal as one of the Most Influential Family-Owned Businesses in Los Angeles Goldrich Kest (GK) is a diversified real estate development and...
PGIM Real Estate - Sr. Investment Analyst, Debt Originations
- Los Angeles, CA (13 miles from Pasadena, CA)
- 24 days ago
- Los Angeles, CA (13 miles from Pasadena, CA)
- 24 days ago
Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property...
Demographic Data for Pasadena, CA
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Salary for Investment Banking Specialist Jobs in Pasadena, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Pasadena, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Fundraising
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Documentation
- Coaching
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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