Investment Banking Specialist Jobs in Saint Petersburg, 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.
Early Careers: Investment Analyst - Multiple Locations - 2026
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 2 days ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 2 days ago
Description Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to...
Build financial models and perform valuation analyses. Prepare internal investment memoranda and reporting materials....
modeling salary: $38 - $40.21 per hour shift: First work hours: 8 AM - 4 PM education: Associate Responsibilities na Skills Investment Accounting Qualifications Years of experience: 0 years Experience...
Manage the due diligence process, including financial modeling, valuation analysis, and risk assessment....
Analyst, Investment Operations PGIM Global Services (Hybrid/Tampa, FL
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 14 days ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 14 days ago
Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, were always looking for...
Investment Sales Analyst Investment Sales Analyst
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 20 days ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 20 days ago
Investment Sales Analyst CBRE 3.2 ( ) Tampa, FL Why you should apply for a job to CBRE : 67% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members....
2026 PGIM Global Services, Analyst, Investment Operations
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 22 days ago
- Tampa, FL (16 miles from Saint Petersburg, FL)
- 22 days ago
Job Classification: Investment Management - Investment Operations 2026 PGIM Global Services, Analyst, Investment Operations Location(s): Newark, NJ / Tampa, FL PGIM is the diversified asset...
Responsibilities: Financial Modeling....
Alternative Investment Specialist
- Saint Petersburg, FL
- 90+ days ago
- Saint Petersburg, FL
- 90+ days ago
investment strategies that may be used by the Investment Team across the portfolios it manages Experience maneuvering alternative investment platforms and knowledge about structuring/building out feeders...
Demographic Data for Saint Petersburg, FL
Moving to Saint Petersburg, FL? Find some basic demographic data about Saint Petersburg, 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 Saint Petersburg, FL
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Saint Petersburg, 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 »