Investment Banking Specialist Jobs in Cambridge, 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.
Investment Director- Private Equity (Climate)
- Boston, MA (3 miles from Cambridge, MA)
- 1 day ago
- Boston, MA (3 miles from Cambridge, MA)
- 1 day ago
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...
- Boston, MA (3 miles from Cambridge, MA)
- 1 day ago
- Boston, MA (3 miles from Cambridge, MA)
- 1 day ago
Tableau, Spotfire, Axioma, Factset....
2026 Summer Investment Analyst
- Boston, MA (3 miles from Cambridge, MA)
- 2 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 2 days ago
Bracebridge Capital, LLC 2026 Summer Investment Analyst Job Posted 7 Days Ago Reposted 7 Days Ago Boston, MA Internship Summer Analysts will gain exposure to various investment areas while working...
Investment Consultant, Insurance Industry
- Concord, MA (13 miles from Cambridge, MA)
- 2 days ago
- Concord, MA (13 miles from Cambridge, MA)
- 2 days ago
Strategic Risk Solutions Investment Consultant, Insurance Industry Job Posted 6 Days Ago Reposted 6 Days Ago Be an Early Applicant Concord, MA Mid level The Investment Consultant will advise...
Analyst, Investment Banking - Real Estate (Boston Based, Relocation Provided)
- Boston, MA (3 miles from Cambridge, MA)
- 2 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 2 days ago
, discounted cash flow analysis, net asset value modeling, sponsor cash flow waterfall promote models, valuation of commercial real estate properties, and real estate portfolio roll-up models. - Develop...
- Boston, MA (3 miles from Cambridge, MA)
- 3 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 3 days ago
Firm Overview: Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and...
Investment Consultant - Chestnut Hill, MA
- Brighton, MA (2 miles from Cambridge, MA)
- 4 days ago
- Brighton, MA (2 miles from Cambridge, MA)
- 4 days ago
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...
Specialist, Investment Integrity & Consulting - SLC Management
- Wellesley Hills, MA (8 miles from Cambridge, MA)
- 5 days ago
- Wellesley Hills, MA (8 miles from Cambridge, MA)
- 5 days ago
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of...
Systems Director, Investment Management Technology
- Boston, MA (3 miles from Cambridge, MA)
- 6 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 6 days ago
The Opportunity Join our dynamic team as a Director of Investment Management Technology, where you'll play a pivotal role in driving the execution of our technology strategy for Market & Credit...
- Boston, MA (3 miles from Cambridge, MA)
- 7 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 7 days ago
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put...
Senior Data Analyst Investment Management, SQL & Data Governance.
- Boston, MA (3 miles from Cambridge, MA)
- 10 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 10 days ago
Senior Data Analyst Investment Management, SQL & Data Governance. Currently, we are looking for talented resources for one of our listed clients. If interested please reply to me with your updated...
Senior Analyst, Investment Accounting
- Boston, MA (3 miles from Cambridge, MA)
- 11 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 11 days ago
COMPANY OVERVIEW Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation...
Private Markets Due Diligence Analyst
- Boston, MA (3 miles from Cambridge, MA)
- 12 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 12 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Investment Banking Analyst, Real Estate, Gaming & Lodging (Homebuilding) - Boston
- Boston, MA (3 miles from Cambridge, MA)
- 12 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 12 days ago
Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment...
Principal Quant Investment Strategist
- Boston, MA (3 miles from Cambridge, MA)
- 13 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 13 days ago
Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our...
Demographic Data for Cambridge, MA
Moving to Cambridge, MA? Find some basic demographic data about Cambridge, MA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Cambridge, MA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Cambridge, MA 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
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- 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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