Investment Banking Specialist Jobs in Potomac, MD
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.
Commercial Asset Management Analyst
- Washington, DC (14 miles from Potomac, MD)
- 5 hours ago
- Washington, DC (14 miles from Potomac, MD)
- 5 hours ago
Analyst, Commercial Asset Management Starwood Capital Group is a private investment firm with over $125 billion in assets under management and a primary focus on real estate. The Firm maintains...
Investment Consultant - Reston, VA
- Herndon, VA (7 miles from Potomac, MD)
- 1 day ago
- Herndon, VA (7 miles from Potomac, MD)
- 1 day ago
Investment ConsultantYou 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 Consultant- Potomac, MD
- Rockville, MD (6 miles from Potomac, MD)
- 2 days ago
- Rockville, MD (6 miles from Potomac, MD)
- 2 days 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 - Reston, VA
- Reston, VA (6 miles from Potomac, MD)
- 3 days ago
- Reston, VA (6 miles from Potomac, MD)
- 3 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...
- Bethesda, MD (8 miles from Potomac, MD)
- 5 days ago
- Bethesda, MD (8 miles from Potomac, MD)
- 5 days ago
The Capital Investment Analyst is responsible to support the capital improvement/ renovation reporting and analysis process for RLJ Lodging Trust, a publicly traded real estate investment trust...
- McLean, VA (7 miles from Potomac, MD)
- 5 days ago
- McLean, VA (7 miles from Potomac, MD)
- 5 days ago
Responsibilities Financial Modeling & Underwriting: Build and maintain sophisticated financial models and valuation analyses for land acquisitions, data center conversions, and office park repositioning...
- McLean, VA (7 miles from Potomac, MD)
- 13 days ago
- McLean, VA (7 miles from Potomac, MD)
- 13 days ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
KippsDeSanto - Investment Banking Analyst
- McLean, VA (7 miles from Potomac, MD)
- 15 days ago
- McLean, VA (7 miles from Potomac, MD)
- 15 days ago
KippsDeSanto - Investment Banking Analyst KippsDeSanto is focused on providing comprehensive investment banking services - primarily M&A, private financing, and strategic advisory - to middle market...
KippsDeSanto - Investment Banking Associate
- McLean, VA (7 miles from Potomac, MD)
- 15 days ago
- McLean, VA (7 miles from Potomac, MD)
- 15 days ago
KippsDeSanto - Investment Banking Associate KippsDeSanto is focused on providing comprehensive investment banking services - primarily M&A, private financing, and strategic advisory - to middle market...
- Washington, DC (14 miles from Potomac, MD)
- 16 days ago
- Washington, DC (14 miles from Potomac, MD)
- 16 days ago
Overview AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP...
Real Estate Asset Management Analyst
- North Bethesda, MD (6 miles from Potomac, MD)
- 23 days ago
- North Bethesda, MD (6 miles from Potomac, MD)
- 23 days ago
Real Estate Asset Management Analyst Who are we looking for? Choice Hotels, one of the worlds largest hotel companies, has an exciting new opportunity for a Real Estate Asset Management Analyst....
Family Investment Specialist IV (Statewide)
- Oxon Hill, MD (20 miles from Potomac, MD)
- 30+ days ago
- Oxon Hill, MD (20 miles from Potomac, MD)
- 30+ days ago
FAMILY INVESTMENT SPECIALIST IV STATEWIDE Recruitment #2... DEPARTMENTDepartment of Human Services DATE OPENED3/27/2025 08:41:00 AM FILING DEADLINE4/10/2025 11:59:00 PM SALARY$50,565.00 -...
Family Investment Specialist III Lead (Statewide)
- Oxon Hill, MD (20 miles from Potomac, MD)
- 30+ days ago
- Oxon Hill, MD (20 miles from Potomac, MD)
- 30+ days ago
FAMILY INVESTMENT SPECIALIST III LEAD STATEWIDE Recruitment #2... DEPARTMENTDepartment of Human Services DATE OPENED3/27/2025 08:50:00 AM FILING DEADLINE4/10/2025 11:59:00 PM SALARY$47,536.00 -...
Family Investment Specialist Supervisor I (Statewide)
- Oxon Hill, MD (20 miles from Potomac, MD)
- 30+ days ago
- Oxon Hill, MD (20 miles from Potomac, MD)
- 30+ days ago
FAMILY INVESTMENT SPECIALIST SUPERVISOR I STATEWIDE Recruitment #2... DEPARTMENT Department of Human Services DATE OPENED 3/27/2025 10:00:00 AM FILING DEADLINE 4/10/2025 11:59:00 PM SALARY...
Operational Due Diligence Analyst
- Washington, DC (14 miles from Potomac, MD)
- 30+ days ago
- Washington, DC (14 miles from Potomac, MD)
- 30+ days ago
HHMIs endowment comprises a diverse portfolio, including investments in public equity funds, growth equity and buyout funds, venture capital funds, hedge funds, real assets and direct co-investments...
Demographic Data for Potomac, MD
Moving to Potomac, MD? Find some basic demographic data about Potomac, MD below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Potomac, MD
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Potomac, MD 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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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