Investment Banking Specialist Jobs in San Francisco, 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.
Investment Consultant Analyst, Private Markets
- San Francisco, CA
- 13 hours ago
- San Francisco, CA
- 13 hours ago
Aon is looking for an Investment Consultant Analyst, Private Markets in Chicago, IL We are a leading global investment consulting firm with the primary investment consulting office in Chicago, IL....
Investment Banking Associate Technology (Software)
- San Francisco, CA
- 17 hours ago
- San Francisco, CA
- 17 hours ago
Responsibilities As an Associate, you will: Prepare, analyze, and help explain historical and projected financial information Create financial models Coordinate and perform business due diligence Prepare...
Investment Banking Analyst Technology (Software)
- San Francisco, CA
- 17 hours ago
- San Francisco, CA
- 17 hours ago
Responsibilities As a Senior Analyst, you will: Prepare, analyze, and help explain historical and projected financial information Create financial models Coordinate and perform business due diligence...
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- San Francisco, CA
- 18 hours ago
- San Francisco, CA
- 18 hours 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
- 18 hours ago
- San Francisco, CA
- 18 hours 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
- 18 hours ago
- San Francisco, CA
- 18 hours 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
- 18 hours ago
- San Francisco, CA
- 18 hours 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
- 18 hours ago
- San Francisco, CA
- 18 hours 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
- 18 hours ago
- San Francisco, CA
- 18 hours ago
modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios....
- Berkeley, CA (10 miles from San Francisco, CA)
- 22 hours ago
- Berkeley, CA (10 miles from San Francisco, CA)
- 22 hours 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...
Point72 Academy Investment Analyst Program for Upcoming Graduates (2026 - US)
- San Francisco, CA
- 2 days ago
- San Francisco, CA
- 2 days ago
investment firm led by Steven A....
Firm Overview: Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and...
investments (real estate, credit etc.) and communicate these strategies to clients Construct performance and asset allocation reports along with the recommended portfolio changes Provide exceptional...
Corporate Title: Associate Department: Investment Banking Location: San Francisco, CA The pay range for this position at commencement of employment is expected to be between $175K and $225K /...
2026 Private Equity Analyst - San Francisco, CA
- San Francisco, CA
- 7 days ago
- San Francisco, CA
- 7 days ago
Job Summary 2026 Private Equity Analyst San Francisco, CA Private Equity Analyst Program Vista's Analyst Program offers immersive training, real deal exposure, and access to industry-leading...
Demographic Data for San Francisco, CA
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in San Francisco, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in San Francisco, 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
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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