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.
Banking or ECM related positions such as Institutional Equity Research or Capital Markets experience **PHYSICAL DEMANDS** The physical demands described herein are representative of those that must...
Private Markets Real Estate/Assets Investment Analyst
- San Francisco, CA
- 3 days ago
- San Francisco, CA
- 3 days ago
Aon is looking for Private Markets Real Estate/Assets Investment Analyst in our San Francisco office. As part of an industry-leading team, you will help empower results for our clients by...
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 Analyst Vaco $70,000.00 - $115,000.00 / yr 401(k), retirement plan United States, California, port Beach Jun 10, 2025 ROLES & RESPONSIBILITIES: * Primary responsibilities include...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
and Duties In addition to completing your online job application, the hiring manager is requesting that you complete a Statement ofQualifications for the hiring manager's review. Please see...
. ------------------------------------------------------ Job Family Group: Institutional Banking ------------------------------------------------------ Job Family: Investment Banking ---------------...
The Investment Banking Associate also serves as an intermediary in trading for clients....
Investment banking experience needed....
Senior Investment Analyst Endeavor Agency Irvine, CA Endeavor (www.endeavorCRE.com) is a commercial real estate and PropTech talent agency providing high touch recruitment services throughout...
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...
PGIM Real Estate - Sr. Investment Analyst, Debt Originations
- Los Angeles, CA
- 10 days ago
- Los Angeles, CA
- 10 days ago
Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property...
modeling systems such as eMoney, NaviPlan, WealthStation, or the like Demonstrable proficiency in Salesforce Stay current on cutting edge wealth planning solutions while retaining the ability to explain...
Investment Analyst, Venture Capital Fund of Funds JOB DESCRIPTION: In this role, you'll wear multiple hats across all areas of our funds investment work, playing a vital role in: Meet with venture...
Private Wealth Strategist - Private Wealth Management
- Los Angeles, CA
- 11 days ago
- Los Angeles, CA
- 11 days ago
Focus on interacting with financial advisors and investment banking colleagues on their business owner corporate executive and corporate executive clients....
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
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Mentoring
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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