Investment Banking Specialist Jobs in Lake Forest, 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.

1-7 of 7 Jobs

Investment Consultant - Winnetka, IL

  • Winnetka, IL (10 miles from Lake Forest, IL)
  • 11 hours ago
  • Winnetka, IL (10 miles from Lake Forest, IL)
  • 11 hours ago

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...

Investment Consultant - Deer Park, IL

  • Deer Park, IL (15 miles from Lake Forest, IL)
  • 2 days ago
  • Deer Park, IL (15 miles from Lake Forest, IL)
  • 2 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...

Wealth Strategist

  • Northbrook, IL (8 miles from Lake Forest, IL)
  • 5 days ago
  • Northbrook, IL (8 miles from Lake Forest, IL)
  • 5 days ago

Position Summary The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor...

Senior Investment Analyst

  • Gurnee, IL (10 miles from Lake Forest, IL)
  • 6 days ago
  • Gurnee, IL (10 miles from Lake Forest, IL)
  • 6 days ago

A focus in finance, accounting or economics is preferred. 4+ years of investment analysis and market research experience. Prior Bloomberg terminal experience preferred....

Strategic Mergers & Acquisitions Analyst

  • McHenry, IL (21 miles from Lake Forest, IL)
  • 9 days ago
  • McHenry, IL (21 miles from Lake Forest, IL)
  • 9 days 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...

Pediatric Clinic Director / Investing Partner (PT, OT, SLP)

  • Crystal Lake, IL (22 miles from Lake Forest, IL)
  • 45+ days ago
  • Crystal Lake, IL (22 miles from Lake Forest, IL)
  • 45+ days ago

State of Location: Illinois Position Summary: Our Clinic Directors oversee all aspects of the clinic operations, manage clinical and non-clinical staff, and support clinicians to provide our...

BCBA Clinic Director & Investing Partner - Open your own Clinic!

  • Algonquin, IL (23 miles from Lake Forest, IL)
  • 45+ days ago
  • Algonquin, IL (23 miles from Lake Forest, IL)
  • 45+ days ago

BCBA Clinic Director & Investing Partner - Open your own Clinic! Ivy Rehab ABA - 3.7 Algonquin, IL Job Details Full-time Estimated: $82.6K - $96.4K a year 20 hours ago Qualifications Applied...

Demographic Data for Lake Forest, IL

Moving to Lake Forest, IL? Find some basic demographic data about Lake Forest, IL below.


Local
National
21,026
934
Medium

Investment Banking Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...

Title Synonyms

Users interested in this job title also searched for the following job title


Salary for Investment Banking Specialist Jobs in Lake Forest, IL

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Investment Banking Specialist positions.



Highest Education Level

Investment Banking Specialists in Lake Forest, IL offer the following education background
Bachelor's Degree
50.0%
Master's Degree
41.8%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


Other Career Titles

Here are some other career titles that require similar skills



Investment Banking Specialist Related Career Advice Articles

close up of a financial chart with finance professionals meeting in the background
5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.

Read article »
team of finance professionals reviewing documents
Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.

Read article »
Certified Financial Advisor discussing investment opportunities with clients
Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.

Read article »