Investment Banking Specialist Jobs in Medford, 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.
Model Validations Investment Risk Consultant
- Boston, MA (4 miles from Medford, MA)
- 2 hours ago
- Boston, MA (4 miles from Medford, MA)
- 2 hours ago
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 (10 miles from Medford, MA)
- 6 hours ago
- Wellesley, MA (10 miles from Medford, MA)
- 6 hours 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...
Director, Investment Compliance
- Boston, MA (4 miles from Medford, MA)
- 15 hours ago
- Boston, MA (4 miles from Medford, MA)
- 15 hours ago
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...
- Boston, MA (4 miles from Medford, MA)
- 16 hours ago
- Boston, MA (4 miles from Medford, MA)
- 16 hours ago
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 (4 miles from Medford, MA)
- 1 day ago
- Boston, MA (4 miles from Medford, MA)
- 1 day 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...
Sr. Specialist, Investment Operations & Business Administration
- Dorchester, MA (6 miles from Medford, MA)
- 2 days ago
- Dorchester, MA (6 miles from Medford, MA)
- 2 days ago
Sr. Specialist, Investment Operations & Business AdministrationDorchester, United States of America WHAT YOU WILL BE DOING The Client Service Associate (CSA) is a sales support role within the...
Investment Risk Analyst (Portfolio Risk), Assistant Vice President
- Boston, MA (4 miles from Medford, MA)
- 5 days ago
- Boston, MA (4 miles from Medford, MA)
- 5 days ago
Knowledge of risk models from Axioma/Barra as well as vendor applications like Factset/BarraOne/Bloomberg is a plus....
Patient Financial Services Analyst Dana-Farber Cancer Institute
- Brookline, MA (5 miles from Medford, MA)
- 8 days ago
- Brookline, MA (5 miles from Medford, MA)
- 8 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 (5 miles from Medford, MA)
- 9 days ago
- Brookline, MA (5 miles from Medford, MA)
- 9 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...
Analyst, Investment Accounting Operations
- Boston, MA (4 miles from Medford, MA)
- 9 days ago
- Boston, MA (4 miles from Medford, MA)
- 9 days ago
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 WorkAnalyst, Investment Accounting Trade Operations
- Boston, MA (4 miles from Medford, MA)
- 9 days ago
- Boston, MA (4 miles from Medford, MA)
- 9 days ago
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 Work- Boston, MA (4 miles from Medford, MA)
- 12 days ago
- Boston, MA (4 miles from Medford, MA)
- 12 days ago
Builds and maintains financial models with historical and forward-looking projections as well as utilizes other analytical tools including Excel, Charles River & Bloomberg....
- Boston, MA (4 miles from Medford, MA)
- 12 days ago
- Boston, MA (4 miles from Medford, MA)
- 12 days ago
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...
- Boston, MA (4 miles from Medford, MA)
- 14 days ago
- Boston, MA (4 miles from Medford, MA)
- 14 days ago
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 miles from Medford, MA)
- 15 days ago
- Boston, MA (4 miles from Medford, MA)
- 15 days ago
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...
Demographic Data for Medford, MA
Moving to Medford, MA? Find some basic demographic data about Medford, MA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Medford, MA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Medford, 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
- Investment Analysis
- Corporate Finance
- 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
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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