Investment Banking Specialist Jobs in California
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.
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...
Deloitte Corporate Finance - Investment Banking Analyst
- Los Angeles, CA
- 6 hours ago
- Los Angeles, CA
- 6 hours ago
modeling and analysis in a professional setting Proven experience analyzing and interpreting financial statements Ability to design and provide research-based financial recommendations as well as develop...
Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full...
Investment Banking Analyst Los Angeles Generalist (Financial Sponsors, REGAL, Industrials)
- Los Angeles, CA
- 19 hours ago
- Los Angeles, CA
- 19 hours ago
models and detailed valuation analyses, including Leveraged Buyouts, Discounted Cash Flow, Trading Comparables and Transaction Comparables Drive execution process across the entire transaction lifecycle...
Principal / Sr Principal Government Property and Asset Management Analyst
- Sunnyvale, CA
- 1 day ago
- Sunnyvale, CA
- 1 day ago
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: None TRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work...
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...
Your Opportunity As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards...
Investment Banking - Mergers & Acquisitions - Analyst
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, Board materials,...
Fixed Income Investment Analyst - US Interest Rates
- West Los Angeles, CA
- 4 days ago
- West Los Angeles, CA
- 4 days ago
"I can succeed as Fixed Income Investment Analyst - US Interest Rates at Capital Group" Capital Fixed Income Investors (CFII) invests across fixed income markets with $500bn of assets under...
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...
Administrative and Analytical Support Analyst- Investment Talent and Culture
- Sacramento, CA
- 7 days ago
- Sacramento, CA
- 7 days ago
and Duties In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring managers review. It is highly recommended that you also...
Financial Services Analyst 3 Davis, CA, Job ID 80501 University of California Agriculture and Natural Resources Job Description Serve as Lead Business Partner managing a large volume of accounts....
Investment Consultant - Los Angeles, CA (Downtown)
- Los Angeles, CA
- 9 days ago
- Los Angeles, 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...
- Davis, CA
- 9 days ago
- Davis, CA
- 9 days ago
Financial Services Analyst 3 Davis, CA, Job ID 80501 University of California Agriculture and Natural Resources Job Description Serve as Lead Business Partner managing a large volume of accounts....
Asset Management Analyst- San Diego Job Locations US-CA-San Diego Requisition Post Information* : Posted Date 3 days ago (8/13/2025 10:06 PM) Requisition ID 2025-17439 # of Openings 1 Category...
Demographic Data for California
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in California
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in California 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
- Flexibility
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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