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.
Sr. Wealth Strategist/ Client Development Sales Director
- Mill Valley, CA
- 14 hours ago
- Mill Valley, CA
- 14 hours 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...
Investment Banking Associate Private Capital Advisory (Venture / Growth)
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
banking, valuation advisory, alternatives investment management, private equity consulting) Technology investment banking or secondaries investment / advisory experience is seen as beneficial, but...
Highly analytical with an interest in sifting through and identifying trends within large volumes of data, plus a basic understanding of financial modeling and accounting....
In addition, the role requires: 1 to 2 years of relevant professional experience in a related field, such as public or private markets investing, investment banking, lending, accounting, transaction...
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...
Are you prepared to join the X team and help build the ultimate real-time information-sharing app, revolutionizing how people connect? At X, we're on a mission to become the trusted global digital...
Investment Analyst Program - July 2025 Class
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
There also may be opportunities to serve in a specialist role, focused on hedge funds or private investments, during tenure in the Investment Analyst Program....
Wealth Strategist/ Client Development Sales Director
- Los Angeles, CA
- 2 days ago
- Los Angeles, CA
- 2 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...
Skilled with financial modeling, financial statement analysis, corporate finance, and transaction structuring. Proficient in MS Office programs, specifically Excel, Word, and PowerPoint....
Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications...
Senior Director, Investment Research & Analysis
- Newport Beach, CA
- 2 days ago
- Newport Beach, CA
- 2 days ago
Due Diligence & Integration: Collaborate with internal deal teams, external advisors, and functional leads to provide robust financial modeling, risk assessment, and scenario analyses in support of...
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...
Information Analyst 9 Months Stockton, CA 95206 (100% remote) W2 Only *LOCAL CANDIDATES ONLY*, (there may be times where they have to come into the office. We are open to workers in the bay area)...
Remote WorkAnalyst, Investment Banking Technology (San Francisco)
- San Francisco, CA
- 4 days ago
- San Francisco, CA
- 4 days ago
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
Property or Principal Property and Asset Management Analyst (Government and Capital)
- Palmdale, CA
- 4 days ago
- Palmdale, CA
- 4 days ago
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on...
Demographic Data for California
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Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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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
- FactSet
- Alternative Investments
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Client Relationships
- Financial Analysis
- Quantitative Analysis
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Analytical Skills
- Decision Making
- Presentation
- Verbal Communication
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
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