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 - Los Angeles, CA (Century City)
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 1 day ago
- Los Angeles, CA (14 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...
IT Budget & Asset Management Analyst
- South Pasadena, CA (20 miles from Santa Monica, CA)
- 3 days ago
- South Pasadena, CA (20 miles from Santa Monica, CA)
- 3 days ago
IT Budget & Asset Management Analyst STAND 8 provides end-to-end IT solutions to enterprise partners across the United States and with offices in Los Angeles, New York, New Jersey, Atlanta, and...
Equity Derivatives Investment Strategist
- West Los Angeles, CA (3 miles from Santa Monica, CA)
- 3 days ago
- West Los Angeles, CA (3 miles from Santa Monica, CA)
- 3 days ago
"I can succeed as a Equity Investment Strategist at Capital Group" Role summary: The Investment Strategist will work closely with the Investment Group to help shape and influence the use of...
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 3 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 3 days ago
About Us About the Company: Pacific Urban Investors (PUI) is an industry leading multi-family investment firm and pension fund manager. Headquartered in Northern Californias innovative Silicon...
- Pasadena, CA (22 miles from Santa Monica, CA)
- 3 days ago
- Pasadena, CA (22 miles from Santa Monica, CA)
- 3 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...
Mergers & Acquisitions Analyst
- Torrance, CA (16 miles from Santa Monica, CA)
- 11 days ago
- Torrance, CA (16 miles from Santa Monica, CA)
- 11 days ago
Strong financial modeling skills and proficiency in Excel required Excellent PowerPoint skills with the ability to create compelling presentations....
PGIM Private Capital (Prudential): 2026 Investment Analyst Program
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 12 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 12 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 Private Capital (Prudential): 2026 Summer Investment Analyst Program
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 12 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 12 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: 2026 Real Estate, Summer Investment Analyst Program (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
Help build and update financial models, including cash flow projections, Argus models, and sensitivity analyses, under the guidance of senior team members....
PGIM: 2026 Real Estate, Investment Analyst Program (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
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;...
Project Finance Investment Banking Analyst/Associate
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 13 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 13 days ago
models, financial statements, customer financial information, project contracts, and legal analyses Review information about project assets, development plans, and commercial arrangements Model complex...
Remote WorkCft Real Estate Investment Analyst (P1-1918478-1)
- Pasadena, CA (22 miles from Santa Monica, CA)
- 17 days ago
- Pasadena, CA (22 miles from Santa Monica, CA)
- 17 days ago
CFT REAL ESTATE INVESTMENT ANALYST (P1-1918478-1) LOCATION Pasadena, CA POSTED 05/22/2025 TYPE Cherng Family Trust JOB ID P1-1918478-1 Summary of Job Description: The CFT Real Estate Investment...
Public Finance Investment Banking Analyst
- El Segundo, CA (8 miles from Santa Monica, CA)
- 17 days ago
- El Segundo, CA (8 miles from Santa Monica, CA)
- 17 days ago
modeling skills Can thrive in a high pressure, deadline oriented environment Successful candidates will be enthusiastic, highly self- motivated, and go the extra mile in terms of effort and hours when...
Vice President, Lead Investment Banker - West Coast Financial Sponsors
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 18 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 18 days ago
About this role: The Financial Sponsors Group (FSG) is seeking a Vice President focused on West Coast coverage to join its Los Angeles office. The FSG team is focused on decision makers (C-suite,...
Executive Director, Senior Lead Investment Banker - West Coast Financial Sponsors
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 18 days ago
- Los Angeles, CA (14 miles from Santa Monica, CA)
- 18 days ago
About this role: The Financial Sponsors Group (FSG) is seeking an Executive Director focused on West Coast coverage to join its Los Angeles office. The FSG team is focused on decision makers...
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
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Financial Planning
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Flexibility
- 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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