Investment Banking Specialist Jobs in District of Columbia
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.
U.S. Private Bank - Wealth Strategist - Executive Director
- Washington, DC
- 6 days ago
- Washington, DC
- 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...
This Investment Banking Associate will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios....
investments and the depth and breadth of solutions available Build visibility around the Alternative Investment platform with investment professionals who are less familiar with the alternative investment...
Investment Banking - Mid-Cap Investment Banking - Associate
- Washington, DC
- 30+ days ago
- Washington, DC
- 30+ days ago
Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented....
CENTRA Technology, Inc. (CENTRA) An Amentum Company provides analytic, consulting, and staffing support to U.S. Government national security agencies, including the Departments of Homeland...
We are seeking a talented individual to join our Wealth investment team at Mercer. This role will be located in Washington DC, and it is a hybrid role with a requirement of working at least three...
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...
Research Analyst, Investment Solutions Group
- Washington, DC
- 60+ days ago
- Washington, DC
- 60+ days ago
Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the...
Demographic Data for District of Columbia
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in District of Columbia
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in District of Columbia 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
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Flexibility
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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