Investment Banking Specialist Jobs in Stamford, CT
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.
About Altus Power Altus Power is a national leader in clean energy, generating renewable power where it's needed most. Based in Stamford, Connecticut, we develop, own and operate solar energy...
Remote Work- Norwalk, CT (7 miles from Stamford, CT)
- 11 hours ago
- Norwalk, CT (7 miles from Stamford, CT)
- 11 hours ago
Drafts all initial inputs in the investment analysis and business plan for review and approval by SVP....
Investment Consultant - Garden City, NY
- Garden City, NY (23 miles from Stamford, CT)
- 2 days ago
- Garden City, NY (23 miles from Stamford, CT)
- 2 days ago
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...
U.S. Private Bank - Investment Specialist - Vice President
- Garden City, NY (23 miles from Stamford, CT)
- 3 days ago
- Garden City, NY (23 miles from Stamford, CT)
- 3 days ago
investments Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach...
U.S. Private Bank - Wealth Strategist - Executive Director
- Greenwich, CT (4 miles from Stamford, CT)
- 6 days ago
- Greenwich, CT (4 miles from Stamford, CT)
- 6 days ago
JobID: 210657460 Category: Product Development JobSchedule: Full time Posted Date: 2025-08-25T14:05:48+00:00 JobShift: Base Pay/Salary: Summit, NJ $170,000.00-$285,000.00; Greenwich, CT...
Investment Consultant - Manhasset, NY
- Manhasset, NY (19 miles from Stamford, CT)
- 7 days ago
- Manhasset, NY (19 miles from Stamford, CT)
- 7 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...
Client Service, Investment, & Operations Associate
- Rye, NY (9 miles from Stamford, CT)
- 12 days ago
- Rye, NY (9 miles from Stamford, CT)
- 12 days ago
Client Service, Investment, & Operations Associate (OOJ - 38511) 75000-100000 / US Dollars / Annual Salary NPAworldwide Recuitment Network update Last updated: Aug/11/2025 Job Description Client...
Remote Work- Norwalk, CT (7 miles from Stamford, CT)
- 26 days ago
- Norwalk, CT (7 miles from Stamford, CT)
- 26 days ago
Aon is looking for a Senior Investment Consultant in Norwalk, CT. This position is within the U.S. Investment Consulting’s Client Service Team. The Client Service Team provides both advisory and...
Director, Investment Services Compliance
- White Plains, NY (11 miles from Stamford, CT)
- 45+ days ago
- White Plains, NY (11 miles from Stamford, CT)
- 45+ days ago
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
Lead IT Asset Management Analyst
- White Plains, NY (11 miles from Stamford, CT)
- 45+ days ago
- White Plains, NY (11 miles from Stamford, CT)
- 45+ days ago
Position Summary The IT Asset Manager is responsible for defining and overseeing the execution of the Technology asset lifecycle strategy for White Plains Hospital, including the planning,...
GIMA Alternative Investment Due Diligence Analyst - Real Assets - Vice President
- Purchase, NY (9 miles from Stamford, CT)
- 60+ days ago
- Purchase, NY (9 miles from Stamford, CT)
- 60+ days ago
funds, UCITs, exchange-traded funds and private vehicles in the equity, fixed income and alternative investments spaces....
Senior Wealth Strategist / Client Development Sales Executive
- Greenwich, CT (4 miles from Stamford, CT)
- 60+ days ago
- Greenwich, CT (4 miles from Stamford, CT)
- 60+ 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...
Company Description PartnerRe is a leading, privately owned, multi-line global reinsurer with a reputation of financial stability and strength, and a commitment to rebuilding businesses and...
Demographic Data for Stamford, CT
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Stamford, CT
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Stamford, CT 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
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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