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.
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...
Financial Services Analyst 2 (4754C), Financial Aid Office - #79372
- Berkeley, CA
- 1 day ago
- Berkeley, CA
- 1 day ago
Financial Services Analyst 2 (4754C), Financial Aid Office - #79372 University of California-Berkeley The Financial Aid and Scholarships Office (FASO) directly awards or coordinates the awarding...
Financial Services Analyst 2 (4754C), Financial Aid Office - 79372
- Berkeley, CA
- 1 day ago
- Berkeley, CA
- 1 day ago
Financial Services Analyst 2 (4754C), Financial Aid Office - 79372 University of California Berkeley - 4.2 Berkeley, CA Job Details Full-time $33.52 - $38.51 an hour 12 hours ago Qualifications...
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...
Financial Services Analyst 2 (Accounts Payable) Department Description This position is in Accounts Payable. Job Summary Closing Date 7/12/2023 Salary Range $23.46- $44.44, grade 19 Salary...
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...
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...
Qualifications 2+ years of experience in investment banking, corporate development, or a related field....
and Duties The SSA / AGPA will receive direct supervision from the Foreign Direct Investment Program Manager and general program direction from the Associate Deputy Director for Industry...
Investment Consultant Analyst, Private Markets
- San Francisco, CA
- 3 days ago
- San Francisco, CA
- 3 days ago
Aon is looking for an Investment Consultant Analyst, Private Markets in Chicago, IL We are a leading global investment consulting firm with the primary investment consulting office in Chicago, IL....
Investment Banking Associate Technology (Software)
- San Francisco, CA
- 3 days ago
- San Francisco, CA
- 3 days ago
They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt....
Investment Banking Analyst Technology (Software)
- San Francisco, CA
- 3 days ago
- San Francisco, CA
- 3 days ago
They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt....
PGIM Private Capital (Prudential): 2026 Investment Analyst Program
- Los Angeles, CA
- 3 days ago
- Los Angeles, CA
- 3 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: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- San Francisco, CA
- 3 days ago
- San Francisco, CA
- 3 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 Private Capital (Prudential): 2026 Summer Investment Analyst Program
- Los Angeles, CA
- 3 days ago
- Los Angeles, CA
- 3 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...
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
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
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- 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
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Fundraising
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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