Investment Banking Specialist Jobs in Oakland Park, 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 (19 miles from Oakland Park, FL)
- 3 days ago
- Miami Lakes, FL (19 miles from Oakland Park, 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 WorkInvestment Consultant - Aventura, Fl
- Aventura, FL (13 miles from Oakland Park, FL)
- 4 days ago
- Aventura, FL (13 miles from Oakland Park, FL)
- 4 days ago
Position 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...
Investment Consultant - Delray Beach, FL
- Delray Beach, FL (22 miles from Oakland Park, FL)
- 5 days ago
- Delray Beach, FL (22 miles from Oakland Park, FL)
- 5 days ago
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
- Fort Lauderdale, FL (1 mile from Oakland Park, FL)
- 8 days ago
- Fort Lauderdale, FL (1 mile from Oakland Park, 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 days ago
- Oakland Park, 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 (1 mile from Oakland Park, FL)
- 16 days ago
- Fort Lauderdale, FL (1 mile from Oakland Park, 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...
- Deerfield Beach, FL (12 miles from Oakland Park, FL)
- 90+ days ago
- Deerfield Beach, FL (12 miles from Oakland Park, FL)
- 90+ days ago
models Evaluate investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective...
Demographic Data for Oakland Park, FL
Moving to Oakland Park, FL? Find some basic demographic data about Oakland Park, FL 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 Oakland Park, FL
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Oakland Park, 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
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 »