Investment Banking Specialist Jobs in Aventura, FL
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.
Due Diligence Analyst 3 (Remote)
- Miami Lakes, FL (10 miles from Aventura, FL)
- 3 days ago
- Miami Lakes, FL (10 miles from Aventura, FL)
- 3 days ago
Investment Funds legal documentation requirements and understanding Strong understanding of financial markets, alternative investments, and due diligence processes Candidates residing in locations...
Remote WorkPosition Type:RegularYour opportunityAt 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...
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 8 days ago
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 8 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Investment Consultant - Fort Lauderdale, FL
- Oakland Park, FL (13 miles from Aventura, FL)
- 13 days ago
- Oakland Park, FL (13 miles from Aventura, FL)
- 13 days ago
Investment ConsultantYou 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...
Investment Consultant - Fort Lauderdale, FL
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 16 days ago
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 16 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...
2026 Truist Securities - Investment Banking Analyst Program (Intern Conversion)
- Miami, FL (12 miles from Aventura, FL)
- 28 days ago
- Miami, FL (12 miles from Aventura, FL)
- 28 days ago
Analysts create and analyze financial models, develop client presentations and conduct industry research....
Investment Consultant - Plantation, FL
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 29 days ago
- Fort Lauderdale, FL (12 miles from Aventura, FL)
- 29 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...
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
modeling and valuation skills (DCF, precedent transactions, comparables, LBO, etc.)...
Industrial Capital Markets - Analyst
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
- Miami, FL (12 miles from Aventura, FL)
- 30+ days ago
Responsible for complex financial modeling of commercial real estate transactions and utilize market and JLL data / comps to correctly underwrite a transaction....
Demographic Data for Aventura, FL
Moving to Aventura, FL? Find some basic demographic data about Aventura, FL below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Aventura, FL
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Aventura, FL 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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