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.
Wealth Strategist, Foundation & Institutional Advisors
- Fort Lauderdale, FL (1 mile from Oakland Park, FL)
- 4 hours ago
- Fort Lauderdale, FL (1 mile from Oakland Park, FL)
- 4 hours 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...
Due Diligence Analyst 2 (HYBRID)
- Miami Lakes, FL (19 miles from Oakland Park, FL)
- 2 days ago
- Miami Lakes, FL (19 miles from Oakland Park, FL)
- 2 days ago
SUMMARY: The primary purpose of this position is to review, assess, and validate customer records to aide in the detection of possible money laundering, terrorist financing, and fraud using...
- Fort Lauderdale, FL (1 mile from Oakland Park, FL)
- 3 days ago
- Fort Lauderdale, FL (1 mile from Oakland Park, FL)
- 3 days ago
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset...
I want to work for JLL. Accepting applications on an ongoing basis until candidate identified. Activate your Personal Job Alerts now and receive opportunities as soon as they are advertised. If...
Investment Consultant - Ft. Lauderdale, FL
- Ft Lauderdale, FL (1 mile from Oakland Park, FL)
- 15 days ago
- Ft Lauderdale, FL (1 mile from Oakland Park, FL)
- 15 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...
Investment Risk Consultant - Fixed Income
- Ft Lauderdale, FL (1 mile from Oakland Park, FL)
- 15 days ago
- Ft Lauderdale, FL (1 mile from Oakland Park, FL)
- 15 days ago
At Franklin Templeton, were driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset...
- Fort Lauderdale, FL (1 mile from Oakland Park, FL)
- 22 days ago
- Fort Lauderdale, FL (1 mile from Oakland Park, FL)
- 22 days ago
Responsibilities: Analyze financial statements, build financial models, and conduct valuations. Prepare CIMs, pitch decks, and presentations for client engagements....
U.S. Private Bank - Investment Specialist - Vice President
- Fort Lauderdale, FL (1 mile from Oakland Park, FL)
- 60+ days ago
- Fort Lauderdale, FL (1 mile from Oakland Park, FL)
- 60+ days ago
funds, private equity and alternative investments Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections...
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
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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
- 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
- Market Research
- Mergers & Acquisitions
- 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
- Organization
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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