Investment Banking Specialist Jobs in Georgia
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.

Mergers & Acquisitions Analyst
- Alliance Animal Health
- Atlanta, GA
- 13 days ago
- Alliance Animal Health
- Atlanta, GA
- 13 days ago
Company Description Alliance Animal Health is a fast-growing private equity backed, Veterinary Service Organization that operates as a majority owner and business partner to many veterinarian...
Job Title: Director, Investment Analysis-Feasibility Hours: Monday - Friday, 9:00 a.m.-6:00 p.m....
Remote WorkJob Summary Serves as a subject matter expert in the areas of financial planning and wealth transfer strategies for high/ultra net worth individuals within Wealth Services at Synovus. Provides...
Investment Banking Associate I, Advisory - Healthcare Services
- Atlanta, GA
- 2 days ago
- Atlanta, GA
- 2 days ago
Primary responsibilities include: Managing and assisting with the preparation of financial models and business valuations Supporting junior and senior team members in developing new business ideas,...
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...
Asset Management Analyst - Multifamily Job ID 234241 Posted 15-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets Location(s) Atlanta - Georgia - United...
Investment Banking Associate II, M&A, Healthcare Services
- Atlanta, GA
- 17 days ago
- Atlanta, GA
- 17 days ago
Primary responsibilities include: Managing and assisting with the preparation of financial models and business valuations Supporting junior and senior team members in developing new business ideas,...
Investment Consultant - Atlanta Perimeter, GA Investment Consultant - Atlanta Perimeter, GA
- Sandy Springs, GA
- 19 days ago
- Sandy Springs, GA
- 19 days ago
Investment Consultant - Atlanta Perimeter, GA Charles Schwab 4 ( ) Sandy Springs, GA Why you should apply for a job to Charles Schwab : Ranked as one of the 4/5 in overall job satisfaction 67% say...
Title: Investment Banking Analyst (Class of 2026) Start Date: Summer of 2026 Locations: Atlanta, Dallas, Little Rock Salary: $105,000 STEPHENS INVESTMENT BANKING ANALYST PROGRAM The Stephens...
Main Responsibilities Create comprehensive investment sales offering packages and submissions for commercial properties, incorporating detailed research, advanced financial modeling, and persuasive...
About Juniper Private Wealth: Juniper Private Wealth is a private wealth advisory practice of Ameriprise Financial Services, Inc. Our professionals work with clients to organize their financial...
Together we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand...
Job Summary The Wealth Strategist Senior serves as a subject matter expert in the area of wealth transfer strategies for ultra-high-net-worth (UHNW) individuals and multi-generational families...
models, marketing materials, internal and external presentations, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions....
Your Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their...
Demographic Data for Georgia
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Georgia
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Georgia 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
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Flexibility
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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