Investment Banking Specialist Jobs in Maryland
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.
funds used within clients’ retirement plans Preparation of quarterly investment reviews Ensure data accuracy in investment reporting database; update key data such as investment line-ups and plan assets...
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
WHO WE ARE As the nation's largest producer of clean, carbon-free energy, Constellation is focused on our purpose: accelerating the transition to a carbon-free future. We have been the leader in...
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premierassetmanagerfocused on delivering global investment management excellence and...
modeling Highly organized and detail oriented Must excel at working independently as well as part of a team Ability to adapt, prioritize, and execute in a dynamic, fast-paced environment Possess a...
Assist in building financial models. Maintain Corporate confidentiality and disclosure protocol. Reporting to leadership, accounting, treasury, investor relations....
Job Description Prepare investment memos, build financial models, and perform in-depth financial analysis on a regular basis....
Regional Investment Consultant- RIA & Regional Banks- Great Plains
- Baltimore, MD
- 15 days ago
- Baltimore, MD
- 15 days ago
., mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and regional banks....
Associate Regional Investment Consultant (RIC) - California
- Baltimore, MD
- 15 days ago
- Baltimore, MD
- 15 days ago
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premierassetmanagerfocused on delivering global investment management excellence and...
Sr. Analyst, Investment Performance Analysis
- Owings Mills, MD
- 15 days ago
- Owings Mills, MD
- 15 days ago
education and relevant experience AND 5+ years of total relevant work experience Preferred: CIPM, CFA or other relatable professional designation Experience with a core Performance system (ex: Anova, FactSet...
Investment Consultant II - Merrill Premium
- Cockeysville, MD
- 17 days ago
- Cockeysville, MD
- 17 days ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for...
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkLead Fixed Income Portfolio Investment Analyst Quant Focus
- Baltimore, MD
- 19 days ago
- Baltimore, MD
- 19 days ago
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premierassetmanagerfocused on delivering global investment management excellence and...
Director of Investment Portfolio Management, Corporate Development
- Annapolis, MD
- 22 days ago
- Annapolis, MD
- 22 days ago
models Must be passionate about contributing to an organization focused on continuously improving consumer experiences....
OVERVIEW The Johns Hopkins University, one of the world's premier teaching, research and patient care institutions, is seeking candidates for the position of Investment Analyst within its...
Demographic Data for Maryland
Moving to Maryland? Find some basic demographic data about Maryland below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Investment Banking Specialist Jobs in Maryland
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Maryland 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
- Financial Modeling
- Mutual Funds
- Corporate Development
- Wealth Management
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Financial Analysis
- Investment Management
- Client Relationships
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Accounting
- Reimbursement
- Strategy Development
- Risk Management
- Business Development
- Analytical Skills
- Decision Making
- Presentation
- Verbal Communication
- Budgets
- Collaboration
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Organization
- Research Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles

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 »
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 »
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 »