Investment Banking Specialist Jobs in Waltham, 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 (10 miles from Waltham, MA)
- 10 days ago
- Boston, MA (10 miles from Waltham, MA)
- 10 days 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...
Investment Specialist Private Investing IR
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
- Boston, MA (10 miles from Waltham, 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 WorkInvestment Analyst - Private Debt Underwriter
- Boston, MA (10 miles from Waltham, MA)
- 4 days ago
- Boston, MA (10 miles from Waltham, MA)
- 4 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 (10 miles from Waltham, MA)
- 4 days ago
- Boston, MA (10 miles from Waltham, MA)
- 4 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 (10 miles from Waltham, MA)
- 4 days ago
- Boston, MA (10 miles from Waltham, MA)
- 4 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 (6 miles from Waltham, MA)
- 10 days ago
- Wellesley, MA (6 miles from Waltham, MA)
- 10 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,...
Senior Operations Analyst, Investment Office Wellesley College
- Wellesley, MA (6 miles from Waltham, MA)
- 10 days ago
- Wellesley, MA (6 miles from Waltham, MA)
- 10 days 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 (10 miles from Waltham, MA)
- 11 days ago
- Boston, MA (10 miles from Waltham, MA)
- 11 days 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 (10 miles from Waltham, MA)
- 11 days ago
- Boston, MA (10 miles from Waltham, MA)
- 11 days 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 (10 miles from Waltham, MA)
- 12 days ago
- Boston, MA (10 miles from Waltham, MA)
- 12 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...
- Boston, MA (10 miles from Waltham, MA)
- 23 days ago
- Boston, MA (10 miles from Waltham, MA)
- 23 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 (10 miles from Waltham, MA)
- 23 days ago
- Boston, MA (10 miles from Waltham, MA)
- 23 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...
Internal Audit Director - Investment Management
- Boston, MA (10 miles from Waltham, MA)
- 23 days ago
- Boston, MA (10 miles from Waltham, MA)
- 23 days ago
We're seeking an experienced audit professional to join our Investment Management audit team as a Director to execute various assurance activities in order to assess risk and formulate a view on...
- Boston, MA (10 miles from Waltham, MA)
- 25 days ago
- Boston, MA (10 miles from Waltham, MA)
- 25 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 (10 miles from Waltham, MA)
- 26 days ago
- Boston, MA (10 miles from Waltham, MA)
- 26 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 Waltham, MA
Moving to Waltham, MA? Find some basic demographic data about Waltham, MA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Waltham, MA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Waltham, 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 Planning
- 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
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Flexibility
- Reporting
- Documentation
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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