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.
Sr. Wealth Strategist/Client Business Development Executive
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 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...
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
Proficiency in financial modeling, valuation techniques, and Excel. Excellent written and verbal communication skills, with the ability to present complex information clearly....
- Redwood City, CA (8 miles from San Mateo, CA)
- 3 days ago
- Redwood City, CA (8 miles from San Mateo, CA)
- 3 days ago
Asset Management Analyst Job Overview LOCATION United States, Redwood City, California JOB SKILLS Maintenance, Instrumentation and control systems TYPE Contract JOB ID 163504 SALARY Negotiable...
Remote WorkInvestment Analyst. Private Equity
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
Position Overview: The Private Equity Research Team conducts industry research and performs fund due diligence on private equity funds....
Investment Consultant - San Ramon, CA
- San Ramon, CA (22 miles from San Mateo, CA)
- 7 days ago
- San Ramon, CA (22 miles from San Mateo, CA)
- 7 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 2 (4754C), Financial Aid Office - #79372
- Berkeley, CA (20 miles from San Mateo, CA)
- 8 days ago
- Berkeley, CA (20 miles from San Mateo, CA)
- 8 days ago
Financial Services Analyst 2 (4754C), Financial Aid Office - #79372 University of California-Berkeley The Financial Aid and Scholarships Office (FASO) directly awards or coordinates the awarding...
Financial Services Analyst 2 (4754C), Financial Aid Office - 79372
- Berkeley, CA (20 miles from San Mateo, CA)
- 8 days ago
- Berkeley, CA (20 miles from San Mateo, CA)
- 8 days ago
Financial Services Analyst 2 (4754C), Financial Aid Office - 79372 University of California Berkeley - 4.2 Berkeley, CA Job Details Full-time $33.52 - $38.51 an hour 12 hours ago Qualifications...
Investment Consultant -Cupertino
- Cupertino, CA (22 miles from San Mateo, CA)
- 9 days ago
- Cupertino, CA (22 miles from San Mateo, CA)
- 9 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...
Investment Consultant -Presidio Heights
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 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...
Investment Banking Associate Technology (Software)
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 days 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 (15 miles from San Mateo, CA)
- 10 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 days 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 (15 miles from San Mateo, CA)
- 10 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 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 Private Capital (Prudential): 2026 Summer Investment Analyst Program
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 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 Private Capital (Prudential): 2026 Investment Analyst Program
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 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: 2026 Real Estate, Summer Investment Analyst Program (Equity)
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 10 days ago
Contribute to financial modeling efforts, including cash flow projections, sensitivity analyses, and rent roll reviews, under the guidance of experienced analysts and managers....
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
- 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
- Credit Analysis
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- 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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