Investment Banking Specialist Jobs in Evanston, IL
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.
- Chicago, IL (10 miles from Evanston, IL)
- 6 hours ago
- Chicago, IL (10 miles from Evanston, IL)
- 6 hours ago
Prior Bloomberg terminal experience preferred. Strong communication skills. Benefits Complete health insurance coverage and 401(k) with 6% employer match that starts day one!...
- Chicago, IL (10 miles from Evanston, IL)
- 1 day ago
- Chicago, IL (10 miles from Evanston, IL)
- 1 day ago
JOIN OUR TEAM Bridge33 Capital is a rapidly growing, vertically integrated real estate private equity firm focused on open-air retail real estate. The Company recently raised $458 MM in its latest...
- Chicago, IL (10 miles from Evanston, IL)
- 1 day ago
- Chicago, IL (10 miles from Evanston, IL)
- 1 day ago
modeling systems such as eMoney, NaviPlan, WealthStation, or the like Demonstrable proficiency in Salesforce Stay current on cutting edge wealth planning solutions while retaining the ability to explain...
Manager, Energy & Utilities, Development & Investment Consultant
- Chicago, IL (10 miles from Evanston, IL)
- 3 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 3 days ago
Strong analytical skills, including financial modeling, economic forecasting, and scenario planning....
- Winnetka, IL (4 miles from Evanston, IL)
- 5 days ago
- Winnetka, IL (4 miles from Evanston, IL)
- 5 days ago
Application Deadline: 07/31/2025 Address: 520 Green Bay Road Job Family Group: Wealth Sales & Service Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW)...
Deloitte Corporate Finance - Investment Banking Associate
- Chicago, IL (10 miles from Evanston, IL)
- 7 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 7 days ago
modeling and analysis in a professional setting Proven experience analyzing and interpreting financial statements Ability to design and provide research-based financial recommendations as well as develop...
- Chicago, IL (10 miles from Evanston, IL)
- 8 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 8 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...
Director of Investment Product Solutions, Wealth Management
- Chicago, IL (10 miles from Evanston, IL)
- 8 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 8 days ago
Key Responsibilities Product Platform Management: oversee end to end lifecycle of the investment product platform including proprietary products and third-party offerings (mutual funds, ETFs, SMAs0...
Investment Analyst - Private Debt Underwriter
- Chicago, IL (10 miles from Evanston, IL)
- 8 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 8 days ago
Deep understanding of complex financial modeling. Strong finance and accounting skills along with an intense attention to detail....
Investment Banking Analyst - Technology (Chicago)
- Chicago, IL (10 miles from Evanston, IL)
- 9 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 9 days ago
models for valuation purposes Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and...
Consultant, Investment Performance & Reporting
- Chicago, IL (10 miles from Evanston, IL)
- 11 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 11 days ago
Consultant, Investment Performance & Reporting Recruiter Northern Trust Location Chicago, IL; Stamford, CT Salary Unspecified Posted 01 Jul 2025 Closes 01 Aug 2025 Ref R140632 Job role Financial...
Investment Consultant - North LaSalle, IL
- Chicago, IL (10 miles from Evanston, IL)
- 11 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 11 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 Analyst, Real Estate (Ref# DA0525)
- Chicago, IL (10 miles from Evanston, IL)
- 13 days ago
- Chicago, IL (10 miles from Evanston, IL)
- 13 days ago
Job Description Company name: Transformco (TFP Property Management LLC) Job Site Address: 500 West Madison St. Chicago, IL 60661. Telecommuting permitted up to 3 days per week. Hours: Full-time...
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Agency)
- North Riverside, IL (16 miles from Evanston, IL)
- 15 days ago
- North Riverside, IL (16 miles from Evanston, IL)
- 15 days ago
Help build and maintain Excel-based financial models to support property valuation and borrower credit assessments, with guidance from senior team members....
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- North Riverside, IL (16 miles from Evanston, IL)
- 15 days ago
- North Riverside, IL (16 miles from Evanston, IL)
- 15 days ago
Help build and update financial models, including cash flow projections, Argus models, and sensitivity analyses, under the guidance of senior team members....
Demographic Data for Evanston, IL
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Salary for Investment Banking Specialist Jobs in Evanston, IL
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Evanston, IL 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
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Corporate Finance
- Investment Analysis
- Wealth Management
- Venture Capital
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Credit Analysis
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Risk Management
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Documentation
- Flexibility
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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