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 Strategy Analyst, Solutions Group Privates Allocator
- Boston, MA (3 miles from Cambridge, MA)
- 3 hours ago
- Boston, MA (3 miles from Cambridge, MA)
- 3 hours 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...
Remote WorkInvestment Strategy Analyst, Extended
- Boston, MA (3 miles from Cambridge, MA)
- 4 hours ago
- Boston, MA (3 miles from Cambridge, MA)
- 4 hours ago
QUALIFICATIONS The successful candidate is likely to have: c. 3-6 years of relevant professional experience with manager research equity research, or fund of funds; Intellectual curiosity: the ability...
Remote Work- Waltham, MA (6 miles from Cambridge, MA)
- 1 day ago
- Waltham, MA (6 miles from Cambridge, MA)
- 1 day ago
Hybrid:** Upon agreement between you and your supervisor, you are entitled to a flexible arrangement where you will be able to split your time between working from the office and working remotely...
Investment Strategy Analyst, Multi-Asset Solutions
- 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...
Remote Work- Boston, MA (3 miles from Cambridge, MA)
- 2 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 2 days ago
Proven experience with the development and product management for mutual funds, ETFs, Indexes, separately managed accounts, and institutional vehicles....
- Lexington, MA (6 miles from Cambridge, MA)
- 2 days ago
- Lexington, MA (6 miles from Cambridge, MA)
- 2 days ago
Hybrid: Upon agreement between you and your supervisor, you are entitled to a flexible arrangement where you will be able to split your time between working from the office and working remotely in...
Director of Investment Manager Research
- Boston, MA (3 miles from Cambridge, MA)
- 2 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 2 days ago
This includes the initial due diligence and monitoring of all third-party investment products including ETFs, Mutual Funds, Separately Managed Accounts, and Alternative Investments (including but not...
- Boston, MA (3 miles from Cambridge, MA)
- 2 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 2 days 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...
Remote Work- 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...
Strategic Initiatives Analyst, Investment Platform
- Boston, MA (3 miles from Cambridge, MA)
- 3 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 3 days 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...
Remote WorkInvestment Specialist Private Investing IR
- Boston, MA (3 miles from Cambridge, MA)
- 6 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 6 days 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...
Remote WorkInvestment Analyst - Private Debt Underwriter
- Boston, MA (3 miles from Cambridge, MA)
- 8 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 8 days ago
. + Deep understanding of complex financial modeling. + Strong finance and accounting skills along with an intense attention to detail. + A solid understanding of economics and the ability to apply...
Mergers & Acquisitions Analyst - Capabilities & Insights
- Boston, MA (3 miles from Cambridge, MA)
- 9 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 9 days ago
Driving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things,...
- Boston, MA (3 miles from Cambridge, MA)
- 9 days ago
- Boston, MA (3 miles from Cambridge, MA)
- 9 days ago
Develop a strong knowledge of GMOs proprietary systems as well as third party applications such as FactSet, Aladdin, and B-One....
Senior Operations Analyst, Investment Office - Hybrid
- Wellesley, MA (8 miles from Cambridge, MA)
- 14 days ago
- Wellesley, MA (8 miles from Cambridge, MA)
- 14 days 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,...
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
Title Synonyms
Users interested in this job title also searched for the following job title
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
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Corporate Finance
- Investment Analysis
- Wealth Management
- Venture Capital
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Risk Management
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Documentation
- Flexibility
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- 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 »