Investment Banking Specialist Jobs in Great Lakes, 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.
Mergers & Acquisitions Analyst
- McHenry, IL (21 miles from Great Lakes, IL)
- 16 hours ago
- McHenry, IL (21 miles from Great Lakes, IL)
- 16 hours ago
at Follett Software in McHenry, Illinois, United States Job Description Company Overview: Everything we do is for educators. We're partnering with them to advance a bold vision for education that...
Investment Consultant - Highland Park, IL
- Highland Park, IL (8 miles from Great Lakes, IL)
- 6 days ago
- Highland Park, IL (8 miles from Great Lakes, IL)
- 6 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...
- Pleasant Prairie, WI (15 miles from Great Lakes, IL)
- 11 days ago
- Pleasant Prairie, WI (15 miles from Great Lakes, IL)
- 11 days ago
JOB REQUIREMENTS: Senior Investment Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Take the lead in shaping Uline\'s investment strategy! As a Senior Investment...
Director of Wealth Management Client Services
- Schaumburg, IL (22 miles from Great Lakes, IL)
- 17 days ago
- Schaumburg, IL (22 miles from Great Lakes, IL)
- 17 days ago
Position Summary The Director of Wealth Management Client Services is responsible for oversight of the Wealth Client Service teams and the delivery of service excellence as defined for the Wealth...
Managing Director, Wealth Management
- Winnetka, IL (14 miles from Great Lakes, IL)
- 26 days ago
- Winnetka, IL (14 miles from Great Lakes, IL)
- 26 days ago
Application Deadline: 06/26/2025 Address: 520 Green Bay Road Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth...
- Winnetka, IL (14 miles from Great Lakes, IL)
- 30+ days ago
- Winnetka, IL (14 miles from Great Lakes, IL)
- 30+ days ago
Application Deadline: 05/30/2025 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)...
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in Great Lakes, IL
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Great Lakes, IL 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
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- 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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