Investment Banking Specialist Jobs in San Ramon, 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.
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 (16 miles from San Ramon, CA)
- 3 days ago
- Berkeley, CA (16 miles from San Ramon, CA)
- 3 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 (16 miles from San Ramon, CA)
- 3 days ago
- Berkeley, CA (16 miles from San Ramon, CA)
- 3 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 -Presidio Heights
- San Francisco, CA (22 miles from San Ramon, CA)
- 5 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 5 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 (22 miles from San Ramon, CA)
- 6 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 days ago
They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt....
Investment Banking Analyst Technology (Software)
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 days ago
They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt....
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 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 (22 miles from San Ramon, CA)
- 6 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 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 (22 miles from San Ramon, CA)
- 6 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 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 (22 miles from San Ramon, CA)
- 6 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 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....
PGIM: 2026 Real Estate, Investment Analyst Program (Originations)
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 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;...
PGIM: 2026 Real Estate, Investment Analyst Program (Equity)
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 6 days ago
modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios....
- Berkeley, CA (16 miles from San Ramon, CA)
- 6 days ago
- Berkeley, CA (16 miles from San Ramon, CA)
- 6 days 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...
- San Francisco, CA (22 miles from San Ramon, CA)
- 9 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 9 days ago
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...
- San Francisco, CA (22 miles from San Ramon, CA)
- 12 days ago
- San Francisco, CA (22 miles from San Ramon, CA)
- 12 days ago
Banking experience Outstanding academic qualifications; strong GPA Prior investment banking experience; bulge bracket or boutique program training a plus Passion for the business opportunities created...
Demographic Data for San Ramon, CA
Moving to San Ramon, CA? Find some basic demographic data about San Ramon, CA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in San Ramon, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in San Ramon, 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
- Corporate Finance
- Investment Analysis
- Wealth Management
- 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
- Fundraising
- Modeling
- Acquisitions
- Finance
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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