Investment Banking Specialist Jobs in Springfield, 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.
Assistant Investment Analyst, public credit research
- Hartford, CT (22 miles from Springfield, MA)
- 7 hours ago
- Hartford, CT (22 miles from Springfield, MA)
- 7 hours ago
Financial Modeling Utilize financial statements/information to build detailed financial models for analyzing companies in various sectors as well as building comparable company analyses for both fundamental...
Sr Investment Analyst Programmer - "Strat"-NYC-Hybrid
- Hartford, CT (22 miles from Springfield, MA)
- 1 day ago
- Hartford, CT (22 miles from Springfield, MA)
- 1 day ago
Sr Investment Analyst Programmer - "Strat" Primary Responsibilities: Develop and support the investment data architecture, building and maintaining an end-to-end process that results in a trusted...
Systems Director, Investment Management Technology
- Springfield, MA
- 4 days ago
- Springfield, MA
- 4 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...
Financial Analyst, Investment Planning (Hybrid)
- Hadley, MA (17 miles from Springfield, MA)
- 4 days ago
- Hadley, MA (17 miles from Springfield, MA)
- 4 days ago
Financial Analyst, Investment Planning (Hybrid) 06/10/2025 Locations: Springfield, Massachusetts; Hadley, Massachusetts The Financial Analyst provides financial support to the operation...
Financial Analyst, Investment Planning (Hybrid)
- Springfield, MA
- 6 days ago
- Springfield, MA
- 6 days ago
The Financial Analyst provides financial support to the operation organization. Coordinates and supports the Monthly Financial Reporting. Monitors the departments financial budgets and annual...
Senior Analyst - Investment Performance
- Hartford, CT (22 miles from Springfield, MA)
- 7 days ago
- Hartford, CT (22 miles from Springfield, MA)
- 7 days ago
These assets are managed on behalf of institutions, sub-advised mutual funds and non-affiliated insurance companies....
Eagle STAR/PACE Business Systems Analyst - Investment Management Tech
- Springfield, MA
- 15 days ago
- Springfield, MA
- 15 days ago
Business Systems Analyst - Investment Management Technology (ETX) (Hybrid, Boston) Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for...
Business Systems Analyst in Investment Management Technology
- Springfield, MA
- 15 days ago
- Springfield, MA
- 15 days ago
The Opportunity Our ideal Business Systems Analyst will be responsible for defining business and/or systems scope and objectives based on both user needs and a thorough understanding of industry...
Risk Management Business Systems Analyst - Investment Management Technology
- Springfield, MA
- 15 days ago
- Springfield, MA
- 15 days ago
Business Systems Analyst - Investment Management Technology (ETX) (Hybrid, Boston) Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for...
models and investment instruments to develop solutions for a fast-paced market-driven environment....
- West Springfield, MA (3 miles from Springfield, MA)
- 20 days ago
- West Springfield, MA (3 miles from Springfield, MA)
- 20 days ago
The position is a technical resource for the Public Works department. This position is responsible for the implementation and ongoing maintenance of the Town's asset management program, including...
Private Asset Administration Analyst, Investment Operations
- Springfield, MA
- 29 days ago
- Springfield, MA
- 29 days ago
Private Asset Administration Analyst Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity As a Private Asset Administration Analyst in our Investment Operations organization, you...
Demographic Data for Springfield, MA
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Springfield, MA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Springfield, 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
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Risk Management
- 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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Here are some other career titles that require similar skills
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