Investment Banking Specialist Jobs in Connecticut
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.
Investment Analyst, Private Equity Funds and Co-investments
- Greenwich, CT
- 5 days ago
- Greenwich, CT
- 5 days ago
Background in asset management, equity research, consulting, or accounting preferred....
funds, Exchange Traded Funds and other investments Participate actively in client meetings and marketing events Capture and document recommendations and key decisions Document conversations with clients...
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 WorkSupervise 1 Investment Banking Analyst....
Senior Compliance Analyst - Investment Advisory
- New Britain, CT
- 30+ days ago
- New Britain, CT
- 30+ days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand...
Investment Consultant - Greenwich, CT Greenwich, CT Salary: listed in the job description or discussed with your recruiter Published: November 18, 2024 Hybrid Experience: Associate ID: 2103140...
Liquid Credit Investment Analyst, Vice President
- Greenwich, CT
- 60+ days ago
- Greenwich, CT
- 60+ days ago
modeling aptitude Bachelors degree in accounting or finance, preferred....
Pediatric Clinic Director / Investing Partner (OT, PT, SLP)
- Trumbull, CT
- 60+ days ago
- Trumbull, CT
- 60+ days ago
State of Location: Connecticut Position Summary: Our Clinic Directors oversee all aspects of the clinic operations, manage clinical and non-clinical staff, and support clinicians to provide our...
Job Details: Investment Banking Analyst 100-130K Remote with occasional travel!...
Senior Investment Consultant (Advisors - Welz - Glastonbury, CT)
- Glastonbury, CT
- 90+ days ago
- Glastonbury, CT
- 90+ days ago
General Description: Provide institutional consulting services to retirement plan clients. Work with clients to understand and meet investment and fiduciary goals. Act as subject matter expert on...
Demographic Data for Connecticut
Moving to Connecticut? Find some basic demographic data about Connecticut below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Investment Banking Specialist Jobs in Connecticut
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Connecticut 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
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »