Investment Banking Specialist Jobs in San Mateo, 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.
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 hour ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 hour ago
Strong understanding of discounted cash flow analysis required. Experience with Argus Enterprise preferred, experience with Excel required....
- Alameda, CA (13 miles from San Mateo, CA)
- 6 hours ago
- Alameda, CA (13 miles from San Mateo, CA)
- 6 hours ago
Qualifications 1+ year of experience in investment banking (TMT/FSG), equity research, hedge funds, trading, private equity, or PEG at top consulting firms Strong financial modeling and analytical skills...
Senior Data Analyst - Investment Management
- Alameda, CA (13 miles from San Mateo, CA)
- 6 hours ago
- Alameda, CA (13 miles from San Mateo, CA)
- 6 hours ago
We are looking for a Senior Data Analyst with extensive experience in the Investment Management industry. The ideal candidate would have prior experience working within an investment management...
- Alameda, CA (13 miles from San Mateo, CA)
- 6 hours ago
- Alameda, CA (13 miles from San Mateo, CA)
- 6 hours ago
This is for one our Boutique Investment Banking clients Looking Associates to join the Technology sector About the Role: We are seeking a highly motivated and experienced Investment Banking Associate...
Senior Business Analyst, Investment Management
- Fremont, CA (18 miles from San Mateo, CA)
- 1 day ago
- Fremont, CA (18 miles from San Mateo, CA)
- 1 day ago
Senior Business Analyst, Investment Management Fremont, CA Full Time Posted by: InvestM Technology LLC Posted: Tuesday, 29 April 2025 We are looking for a Senior Business Analyst with extensive...
Investment Analyst / Associate
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
We are looking for someone bright and motivated who is inspired to take on meaningful ownership and responsibility of: Financial modeling to drive investment decisions Managing our monthly reporting...
Tech Investment Banking Associate
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
Key requirements: Minimum 2 years of Tech/TMT/Software investment banking experience Strong financial modeling, valuation, and presentation skills Excellent written and verbal communication skills Experience...
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
Leadenhall Search is currently recruiting for an Investment Banking Associate position on behalf of a leading US investment bank specialising in healthcare....
Asset Management Analyst, San Francisco
- San Francisco, CA (15 miles from San Mateo, CA)
- 8 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 8 days ago
The Analyst will be responsible for quantitative financial modeling, asset performance analysis, executing on business plans, and reporting for the San Francisco office portfolio....
Investment Consultant - Fremont, CA
- Fremont, CA (18 miles from San Mateo, CA)
- 8 days ago
- Fremont, CA (18 miles from San Mateo, CA)
- 8 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...
Financial Services Analyst University of California San Francisco
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 days ago
Please Note: This is a contract position, depending on funding, maximum duration is 5 years. We offer full benefits, dental, vision with pension plans. The California Department of Public Health...
Financial Capital Markets Analyst San Francisco, CA
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 12 days ago
Financial Capital Markets Analyst | San Francisco, CA 2 views B.S. Economics/Policy - Finance/Accounting - Math/Statistics CA North April 18, 2025 Financial Location: San Francisco, CA About the...
Investment Banking Analyst - Biotech/Pharma
- San Francisco, CA (15 miles from San Mateo, CA)
- 14 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 14 days ago
Additional relevant skills in investment banking, equity research, and financial modelling and a good understanding of financial statements, and valuation techniques are highly valued....
- San Francisco, CA (15 miles from San Mateo, CA)
- 19 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 19 days ago
Prior experience developing financial models and analyzing financial statements....
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 19 days ago
- Walnut Creek, CA (24 miles from San Mateo, CA)
- 19 days ago
Key Responsibilities: Investment Accounting: Oversee the accounting and reporting for various investment portfolios, including fixed income, equity, and alternative investments....
Demographic Data for San Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in San Mateo, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in San Mateo, 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
- Equity Research
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Leadership
- Communication Skills
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