Investment Banking Specialist Jobs in San Jose, 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 Analyst Intern 105571
- Palo Alto, CA (15 miles from San Jose, CA)
- 11 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 11 days ago
Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...
- Palo Alto, CA (15 miles from San Jose, CA)
- 12 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 12 days ago
Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...
Investment Analyst - VC Fund of Funds
- Santa Clara, CA (3 miles from San Jose, CA)
- 13 days ago
- Santa Clara, CA (3 miles from San Jose, 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...
- Palo Alto, CA (15 miles from San Jose, CA)
- 17 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 17 days ago
Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...
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Familiarity with financial modeling, market sizing, and valuation. Self-starter with high attention to detail and a collaborative mindset....
Investment Banking Associate (TMT)
- Fremont, CA (16 miles from San Jose, CA)
- 20 days ago
- Fremont, CA (16 miles from San Jose, CA)
- 20 days ago
Ideal Profile: 2-3 years of experience in M&A execution at a leading investment banking group....
Investment Consultant - Campbell, CA
- Campbell, CA (5 miles from San Jose, CA)
- 30+ days ago
- Campbell, CA (5 miles from San Jose, CA)
- 30+ 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...
- Menlo Park, CA (18 miles from San Jose, CA)
- 30+ days ago
- Menlo Park, CA (18 miles from San Jose, 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...
Investment Consultant - Fremont, CA
- Fremont, CA (16 miles from San Jose, CA)
- 45+ days ago
- Fremont, CA (16 miles from San Jose, CA)
- 45+ 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...
Property and Asset Management Analyst - Level 2/3 (DoD SkillBridge)
- Sunnyvale, CA (7 miles from San Jose, CA)
- 60+ days ago
- Sunnyvale, CA (7 miles from San Jose, CA)
- 60+ days ago
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on...
Principal / Sr Principal Government Property and Asset Management Analyst
- Sunnyvale, CA (7 miles from San Jose, CA)
- 90+ days ago
- Sunnyvale, CA (7 miles from San Jose, CA)
- 90+ days ago
RELOCATION ASSISTANCE: Relocation assistance may be availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work...
Sr. Wealth Strategist/ Client Development Sales Director
- Menlo Park, CA (18 miles from San Jose, CA)
- 90+ days ago
- Menlo Park, CA (18 miles from San Jose, CA)
- 90+ 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...
IT Asset Management Analyst II
- Palo Alto, CA (15 miles from San Jose, CA)
- 90+ days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 90+ days ago
Are you prepared to join the X team and help build the ultimate real-time information-sharing app, revolutionizing how people connect? At X, we're on a mission to become the trusted global digital...
Demographic Data for San Jose, CA
Moving to San Jose, CA? Find some basic demographic data about San Jose, CA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in San Jose, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in San Jose, 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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