Investment Banking Specialist Jobs in Florida
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.
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial...
{"title":"IT Asset Management Analyst","loc":"Bonita Springs, FL, US, 34134"}
- Bonita Springs, FL
- 1 day ago
- Bonita Springs, FL
- 1 day ago
Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2024 total revenues reaching approximately $3.6 billion. Herc Rentals' parent company, known as...
ABOUT FTAI AVIATION LTD. (NASDAQ: FTAI) FTAI owns and maintains commercial jet engines with a focus on the Maintenance, Repair and Exchange (MRE) of CFM56 and V2500 engines. FTAI's propriety...
About Uphold One of the fastest-growing fintech companies, Uphold is pursuing a mission to democratize investments and payments for people and companies worldwide. A bridge between old and new...
PGIM-Analyst, Investment Operations (Hybrid-Tampa/FL-Newark/NJ)
- Tampa, FL
- 1 day ago
- Tampa, FL
- 1 day 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...
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...
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...
Formed in 1992, Fifteen Group is a multidisciplinary, highly opportunistic real estate investment company known for its entrepreneurship and outstanding investment track record. We are seeking a...
At Cortland, we operate with a forward-thinking approach that challenges conventional norms and actively seeks insights beyond traditional industry boundaries. As a recognized leader in the...
Salary Confidential Position range in Miami-Fort Lauderdale-West Palm Beach, FL Metropolitan Statistical Area $75k - $123k Per Year Multinational Investment Analyst Corner Stone Capital Advisors,...
No more than 3 years related experience desired ideally in a leveraged finance investment banking capacity or direct lending/credit hedge fund role with formal credit training MBA or CFA a plus Strong...
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...
Wealth Strategist, Foundation & Institutional Advisors
- Miami, FL
- 30+ days ago
- Miami, FL
- 30+ days 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...
FactSet, Morningstar Direct, etc....
Senior Analyst, Fund Accounting (Investment Operations)
- Melbourne, FL
- 45+ days ago
- Melbourne, FL
- 45+ days ago
Senior Analyst, Fund Accounting (Investment Operations) - Private Markets Location: New York, USA (Hybrid Working) Employment Type: Full-Time, Permanent Why Join Us? AustralianSuper is the largest...
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Florida
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Florida offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Fundraising
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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