Investment Banking Specialist Jobs in Boston, MA
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.
Senior Operations Analyst, Investment Office - Hybrid
- Wellesley, MA (11 miles from Boston, MA)
- 1 day ago
- Wellesley, MA (11 miles from Boston, MA)
- 1 day ago
At Wellesley, our mission is to deliver an outstanding liberal arts education to women who will make a difference in the world. Our collaborative community, comprising of faculty, students, staff,...
Investment Risk Consultant Model Validations Team, Insurance, Product & Model Risk Full Time Springfield, MA, Boston, MA or New York, NY The Opportunity As a member of the Enterprise Risk...
Senior Operations Analyst, Investment Office Wellesley College
- Wellesley, MA (11 miles from Boston, MA)
- 1 day ago
- Wellesley, MA (11 miles from Boston, MA)
- 1 day ago
Background Wellesley College has a long history of providing an excellent liberal arts undergraduate education for women. The College, established in 1870, has a student body of 2,300...
Geode Capital Management, LLC ("GCM") is a global institutional asset manager providing core beta exposures across a range of equity and niche asset classes, including commodities and options, for...
Position Overview: The Private Equity Research Team conducts industry research and performs fund due diligence on private equity funds....
Sustainable Investing Analyst, Officer - State Street Investment Management
- Boston, MA
- 3 days ago
- Boston, MA
- 3 days ago
Who we are looking for As a Sustainable Investing Analyst at State Street Investment Management, you will support work concerning sustainable investing- and asset stewardship-related obligations...
Patient Financial Services Analyst Dana-Farber Cancer Institute
- Brookline, MA (4 miles from Boston, MA)
- 10 days ago
- Brookline, MA (4 miles from Boston, MA)
- 10 days ago
The Patient Financial Services Analyst will support reporting, analytics, summaries, and special projects to the Patient Accounting department and other operational areas. Required skills are...
Patient Financial Services Analyst
- Brookline, MA (4 miles from Boston, MA)
- 10 days ago
- Brookline, MA (4 miles from Boston, MA)
- 10 days ago
Overview The Patient Financial Services Analyst will support reporting, analytics, summaries, and special projects to the Patient Accounting department and other operational areas. Required skills...
Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...
Remote WorkAlternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...
Remote WorkBuilds and maintains financial models with historical and forward-looking projections as well as utilizes other analytical tools including Excel, Charles River & Bloomberg....
Business Unit: Cubic Transportation Systems Company Details: When you join Cubic, you become part of a company that creates and delivers technology solutions in transportation to make people's...
Your role Are you an experienced estate tax professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you? In an...
Data Analyst: Investment management Boston, MA - 4 days a week in office 12 months+ contract Pay rate: $71/hr W2 Position Overview: The Data Analyst works as part of the Data Platform Team...
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique...
Remote WorkDemographic Data for Boston, MA
Moving to Boston, MA? Find some basic demographic data about Boston, MA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Boston, MA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Boston, MA 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
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Fundraising
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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