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.
Investment Analyst Redwood Capital Management, LLC United States, Florida, Sunny Isles Jun 09, 2025 Sunny Isles, FL - Private investment firm seeks Investment Analyst to bld & u'date cmprhnsve...
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,...
Advanced proficiency in financial modeling, Excel, and real estate software (e.g., Argus); familiarity with debt and equity structures....
Investment Consultant, Portfolio Manager Specialist
- Winter Park, FL
- 9 days ago
- Winter Park, FL
- 9 days ago
POSITION SUMMARY: The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and...
Senior Vice President, Investment Strategist
- Jacksonville, FL
- 10 days ago
- Jacksonville, FL
- 10 days ago
Serves as the primary contact for larger and more complex institutional clients, prospects and consultants.. Provides ongoing updates about the investment philosophy, process, and performance of...
The role of the Investment Analyst is to support Investment Counselors in their role of delivering investment solutions to clients. The position focuses on servicing clients of Citi Private Bank...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
- Jacksonville, FL
- 12 days ago
- Jacksonville, FL
- 12 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Requisition No: 854343 Agency: Department of Transportation Working Title: FINANCIAL SERVICES ANALYST - 55011823 Pay Plan: Career Service Position Number: 55011823 Salary: $ 46,766.73 - $...
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...
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance....
About the Role: Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Analyst position based at our headquarters in...
Investment Banking Associate - Real Estate / Secondaries
- West Palm Beach, FL
- 21 days ago
- West Palm Beach, FL
- 21 days ago
banking (or interested in real estate investment banking and currently in a separate product group, coverage role, restructuring group), with an emphasis on financial modeling; secondaries experience...
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...
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....
Demographic Data for Florida
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Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Mentoring
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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