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.
Senior Business Analyst, Investment Management Fremont, CA Full Time Posted by: InvestM Technology LLC Posted: Tuesday, 29 April 2025 We are looking for a Senior Business Analyst with extensive...
General Information Press space or enter keys to toggle section visibility Work Location : Los Angeles, USA Onsite or Remote Flexible Hybrid Work Schedule Monday-Friday, 8:00am-4:30pm PST Posted...
Analyst, Investment Operations (Wire Management)
- Century City, CA
- 2 days ago
- Century City, CA
- 2 days ago
Funds, Closed-End Funds and UCITs, CLOs, and complex fund structures Some technical acumen for solutioning complex problems using common enterprise tools (report writers, SQL, Excel, etc.)...
This is for one our Boutique Investment Banking clients Looking Associates to join the Technology sector About the Role: We are seeking a highly motivated and experienced Investment Banking Associate...
Qualifications 1+ year of experience in investment banking (TMT/FSG), equity research, hedge funds, trading, private equity, or PEG at top consulting firms Strong financial modeling and analytical skills...
We are looking for a Senior Data Analyst with extensive experience in the Investment Management industry. The ideal candidate would have prior experience working within an investment management...
Strong financial analysis skills, including mastery of Excel and financial modeling. 3. Experience creating polished PowerPoint presentations and written documents. 4....
capital, private equity, hedge funds, stocks, and bonds....
We are looking for someone bright and motivated who is inspired to take on meaningful ownership and responsibility of: Financial modeling to drive investment decisions Managing our monthly reporting...
Key requirements: Minimum 2 years of Tech/TMT/Software investment banking experience Strong financial modeling, valuation, and presentation skills Excellent written and verbal communication skills Experience...
Leadenhall Search is currently recruiting for an Investment Banking Associate position on behalf of a leading US investment bank specialising in healthcare....
modeling and calculations)....
Proficient in the use of analytical software and data sets such as Bloomberg and FactSet Preferences: Experience with SQL, Alteryx, Python, Tableau, or similar....
General Information Press space or enter keys to toggle section visibility Work Location : Los Angeles, USA Onsite or Remote Flexible Hybrid Work Schedule Monday-Friday, 8:00am-5:00pm Posted Date...
The Analyst will be responsible for quantitative financial modeling, asset performance analysis, executing on business plans, and reporting for the San Francisco office portfolio....
Demographic Data for California
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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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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