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.
PGIM Global Services-Analyst, Investment Operations (Hybrid/Tampa, FL or Newark, NJ)
- Tampa, FL
- 15 hours ago
- Tampa, FL
- 15 hours ago
Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for...
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...
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...
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...
Qualifications Bachelor's degree in finance, business, accounting, economics or real estate and a minimum of two years of real estate acquisition, investment banking or lending experience....
The Investment Director will oversee the research and development of investment content for the company's publications. This role involves leading a team of analysts and writers, developing...
modeling Ability to read and interpret basic property financial statements including income statements, balance sheets, and ledgers Ability to travel for site visits as needed Compensation and Benefits...
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...
Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is...
Investment Consultant - Ft. Lauderdale, FL
- Ft Lauderdale, FL
- 15 days ago
- Ft Lauderdale, 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
- 15 days ago
- Ft Lauderdale, 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...
Responsible for complex financial modeling of commercial real estate transactions and utilize market and JLL data / comps to correctly underwrite a transaction....
- West Palm Beach, FL
- 16 days ago
- West Palm Beach, FL
- 16 days ago
HOW YOU WILL FULFILL YOUR POTENTIAL Actively participate in the diligence of third-party investment advisors with particular emphasis upon the business and operational aspects of hedge funds....
Investment Consultant Remote, Florida Full time Opening on: Apr 7 2025 Remote Newport Newport, an Ascensus company, helps employers offer their associates a more secure financial future through...
Responsibilities: Analyze financial statements, build financial models, and conduct valuations. Prepare CIMs, pitch decks, and presentations for client engagements....
Demographic Data for Florida
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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
- 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
- Mergers & Acquisitions
- Market Research
- 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
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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