Investment Banking Specialist Jobs in Rosemead, 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.
IT Budget & Asset Management Analyst
- South Pasadena, CA (5 miles from Rosemead, CA)
- 10 hours ago
- South Pasadena, CA (5 miles from Rosemead, CA)
- 10 hours ago
STAND 8 provides end-to-end IT solutions to enterprise partners across the United States and with offices in Los Angeles, New York, New Jersey, Atlanta, and more including internationally in...
Equity Derivatives Investment Strategist
- West Los Angeles, CA (20 miles from Rosemead, CA)
- 19 hours ago
- West Los Angeles, CA (20 miles from Rosemead, CA)
- 19 hours ago
"I can succeed as a Equity Investment Strategist at Capital Group" Role summary: The Investment Strategist will work closely with the Investment Group to help shape and influence the use of...
- Los Angeles, CA (11 miles from Rosemead, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Rosemead, CA)
- 1 day ago
About Us About the Company: Pacific Urban Investors (PUI) is an industry leading multi-family investment firm and pension fund manager. Headquartered in Northern Californias innovative Silicon...
- Pasadena, CA (6 miles from Rosemead, CA)
- 1 day ago
- Pasadena, CA (6 miles from Rosemead, CA)
- 1 day 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...
Mergers & Acquisitions Analyst
- Torrance, CA (20 miles from Rosemead, CA)
- 8 days ago
- Torrance, CA (20 miles from Rosemead, CA)
- 8 days ago
Qualifications 2+ years of experience in investment banking, corporate development, or a related field....
PGIM Private Capital (Prudential): 2026 Investment Analyst Program
- Los Angeles, CA (11 miles from Rosemead, CA)
- 9 days ago
- Los Angeles, CA (11 miles from Rosemead, CA)
- 9 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 Private Capital (Prudential): 2026 Summer Investment Analyst Program
- Los Angeles, CA (11 miles from Rosemead, CA)
- 9 days ago
- Los Angeles, CA (11 miles from Rosemead, CA)
- 9 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: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- Los Angeles, CA (11 miles from Rosemead, CA)
- 9 days ago
- Los Angeles, CA (11 miles from Rosemead, CA)
- 9 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: 2026 Real Estate, Investment Analyst Program (Originations)
- Los Angeles, CA (11 miles from Rosemead, CA)
- 9 days ago
- Los Angeles, CA (11 miles from Rosemead, CA)
- 9 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;...
Project Finance Investment Banking Analyst/Associate
- Los Angeles, CA (11 miles from Rosemead, CA)
- 10 days ago
- Los Angeles, CA (11 miles from Rosemead, CA)
- 10 days ago
models, financial statements, customer financial information, project contracts, and legal analyses Review information about project assets, development plans, and commercial arrangements Model complex...
Remote WorkCft Real Estate Investment Analyst (P1-1918478-1)
- Pasadena, CA (6 miles from Rosemead, CA)
- 14 days ago
- Pasadena, CA (6 miles from Rosemead, CA)
- 14 days ago
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 (21 miles from Rosemead, CA)
- 14 days ago
- El Segundo, CA (21 miles from Rosemead, CA)
- 14 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 (11 miles from Rosemead, CA)
- 16 days ago
- Los Angeles, CA (11 miles from Rosemead, CA)
- 16 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 (11 miles from Rosemead, CA)
- 16 days ago
- Los Angeles, CA (11 miles from Rosemead, CA)
- 16 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 (11 miles from Rosemead, CA)
- 17 days ago
- Los Angeles, CA (11 miles from Rosemead, CA)
- 17 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...
Demographic Data for Rosemead, CA
Moving to Rosemead, CA? Find some basic demographic data about Rosemead, CA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Rosemead, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Rosemead, 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
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- 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
- Market Research
- Mergers & Acquisitions
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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