Investment Banking Specialist Jobs in Santa Monica, 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 - Private Wealth Solutions - City National Rochdale
- Beverly Hills, CA (6 miles from Santa Monica, CA)
- 8 hours ago
- Beverly Hills, CA (6 miles from Santa Monica, CA)
- 8 hours ago
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
Investment Consultant - El Segundo, CA
- El Segundo, CA (8 miles from Santa Monica, CA)
- 1 day ago
- El Segundo, CA (8 miles from Santa Monica, CA)
- 1 day 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...
- Culver City, CA (5 miles from Santa Monica, CA)
- 1 day ago
- Culver City, CA (5 miles from Santa Monica, CA)
- 1 day ago
GK is recognized by the Los Angeles Business Journal as one of the Most Influential Family-Owned Businesses in Los Angeles Goldrich Kest (GK) is a diversified real estate development and...
PGIM Real Estate - Sr. Investment Analyst, Debt Originations
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 12 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 12 days ago
Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property...
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- Beverly Hills, CA (6 miles from Santa Monica, CA)
- 13 days ago
- Beverly Hills, CA (6 miles from Santa Monica, CA)
- 13 days ago
modeling systems such as eMoney, NaviPlan, WealthStation, or the like Demonstrable proficiency in Salesforce Stay current on cutting edge wealth planning solutions while retaining the ability to explain...
Private Wealth Strategist - Private Wealth Management
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 13 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 13 days ago
Focus on interacting with financial advisors and investment banking colleagues on their business owner corporate executive and corporate executive clients....
CFT Senior Real Estate Investment Analyst
- Pasadena, CA (22 miles from Santa Monica, CA)
- 17 days ago
- Pasadena, CA (22 miles from Santa Monica, CA)
- 17 days ago
Summary of Job Description: The CFT Senior Real Estate Investment Analyst supports the executive team by providing recommendations on changes to strategic business plans based on detailed analysis...
CFT Real Estate Investment Analyst
- Pasadena, CA (22 miles from Santa Monica, CA)
- 17 days ago
- Pasadena, CA (22 miles from Santa Monica, CA)
- 17 days ago
Summary of Job Description: The CFT Real Estate Investment Analyst supports the executive team in the execution of strategic business plans. Along with maintaining and updating operational and...
Associate Director, Investment
- El Segundo, CA (8 miles from Santa Monica, CA)
- 17 days ago
- El Segundo, CA (8 miles from Santa Monica, CA)
- 17 days ago
Company description Spark Foundry is a global media agency that exists to bring HEAT - Higher Engagement, Affinity, and Transactions - to brands. By combining flawless media fundamentals with...
Capital Markets Associate Investment Banking Director - El Segundo, CA
- El Segundo, CA (8 miles from Santa Monica, CA)
- 19 days ago
- El Segundo, CA (8 miles from Santa Monica, CA)
- 19 days ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
Analyst, Investment Accounting - Santa Monica/New York
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 27 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 27 days ago
Team Overview Global Fund & Accounting Services: Alternatives Operations supports BlackRock Alternative Investments (BAI) and over $110B of assets globally....
GBM Private, PSI - Infrastructure Investment Banking, Associate, Los Angeles
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 27 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 27 days ago
On the advisory side, analysts and associates create and analyze financial models, performing scenario analyses and tests to examine the effects of client alternatives....
Analyst, Investment Accounting - Santa Monica
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 29 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 29 days ago
Team Overview Global Fund & Accounting Services: Alternatives Operations supports BlackRock Alternative Investments (BAI) and over $110B of assets globally....
Investment Specialist, Outsourced Advisory Solutions
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
Founded in 1931, Capital Group is one of the worlds oldest and largest asset management firms with assets under management of $2.7 trillion. Its resources serve as the backbone of Capital Group...
Municipal Finance, Investment Banking (Analyst/Associate)
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 30+ days ago
RBCCM's West Coast Municipal Finance Group is seeking an experienced municipal finance investment banking associate who is eager to join an established market....
Demographic Data for Santa Monica, CA
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Salary for Investment Banking Specialist Jobs in Santa Monica, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
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Investment Banking Specialists in Santa Monica, 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
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Strategy Development
- Analytical Skills
- Presentation
- Written Communication
- Verbal 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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