Investment Banking Specialist Jobs in Walnut Creek, 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.
Wealth Strategist Senior - PNC Private Bank
- Oakland, CA (10 miles from Walnut Creek, CA)
- 5 hours ago
- Oakland, CA (10 miles from Walnut Creek, CA)
- 5 hours ago
Return to selected search result Wealth Strategist Senior - PNC Private Bank Apply locations MD - Baltimore (21202) MD - Baltimore time type Full time posted on Posted Today job requisition id...
Asset Management Analyst Real Estate
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
cash flow analysis; • BS degree in business, finance, economics, or real estate desired; • Expert level proficiency in Word, Excel, and Argus Enterprise; • Strong analytical and quantitative reasoning...
Investment Banking - Mergers & Acquisitions - Analyst
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, Board materials,...
Investment Director, 3M Ventures
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 7 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 7 days ago
Job Description: Investment Director, 3M Ventures Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and...
2026 Corporate & Investment Banking Associate Program (California) - Early Careers
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
2026 Investment Banking Associate Program Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000...
Investment Consultant - San Francisco, CA
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 13 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 13 days 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...
Lead Alternative Investment Consultant
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 13 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 13 days ago
investments and the depth and breadth of solutions available Build visibility around the Alternative Investment platform with investment professionals who are less familiar with the alternative investment...
Wealth Strategist Sr. - Private Bank
- Oakland, CA (10 miles from Walnut Creek, CA)
- 13 days ago
- Oakland, CA (10 miles from Walnut Creek, CA)
- 13 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Investment Consultant -Presidio Heights
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 14 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 14 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...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 14 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 14 days ago
In addition, qualified candidates will possess the following: Strong financial modeling, finance, and accounting skills A demonstrated ability to work cooperatively with all levels of staff Excellent...
Investment Analyst - Associate
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 15 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 15 days ago
Familiarity with valuation concepts including discounted cash flow, internal rate of return, levered returns vs unlevered returns. ARGUS experience....
PGIM Real Estate Investment Analyst (San Francisco, CA/Hybrid)
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 16 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 16 days ago
cash flow, capital markets....
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 - San Francisco
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 16 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 16 days ago
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Associate to join our Technology financial advisory...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 18 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 18 days ago
YOUR IMPACT Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their...
Demographic Data for Walnut Creek, CA
Moving to Walnut Creek, CA? Find some basic demographic data about Walnut Creek, CA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Walnut Creek, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Walnut Creek, 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
- Bloomberg Terminal
- FactSet
- Alternative Investments
- Financial Planning
- Equities
- Derivatives
- Estate Planning
- Financial Modeling
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Wealth Management
- Fixed Income
- Capital Markets
- Valuation
- Investment Banking
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Market Research
- Asset Management
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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