Investment Banking Specialist Jobs in Massachusetts
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.
Prepare valuation materials for public and private companies utilizing various methodologies including comparable company, discounted cash flow, leveraged buyout and precedent transaction analysis....
Director of Investment Pricing Full-Time Boston, MA or Springfield, MA The Opportunity We are seeking a highly motivated and experienced professional to lead and elevate the firm's pricing and...
Director of Investment Pricing Full-Time Boston, MA or Springfield, MA The Opportunity We are seeking a highly motivated and experienced professional to lead and elevate the firms pricing and...
Required Have 4-7 years' experience in the financial services /asset management industry Direct experience with a variety of tools used by the investment specialist team including Morningstar Direct and Factset...
Job Listing ID: 4335813 Job Title: Investment Consultant Application Deadline: Open Until FilledJob Location: Salem Date Posted: 08/23/2025Hours Worked Per Week: Not Provided Shift: Not Provided...
Junior Software Asset Management Analyst You will work closely with Change Management, IT Vendor Management, Procurement, Infrastructure and Operations teams to help maintain the day-to-day...
U.S. Private Bank - Wealth Strategist - Executive Director
- Boston, MA
- 6 days ago
- Boston, MA
- 6 days ago
JobID: 210657460 Category: Product Development JobSchedule: Full time Posted Date: 2025-08-25T14:05:48+00:00 JobShift: Base Pay/Salary: Summit, NJ $170,000.00-$285,000.00; Greenwich, CT...
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
Investment Banking Analyst, Technology Coverage Group - Boston
- Boston, MA
- 6 days ago
- Boston, MA
- 6 days ago
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
Experienced Investment Banking Analyst, Diversified Industrials
- Boston, MA
- 6 days ago
- Boston, MA
- 6 days ago
High level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills....
Actuarial Investment Strategist, VP II - State Street Investment Management
- Boston, MA
- 6 days ago
- Boston, MA
- 6 days ago
About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart...
Coverage and responsibilities range across asset classes (Equity, Fixed Income, Multi-Asset, and Alternatives), investment vehicles (mutual funds, mandates, private/illiquid), and macro and micro market...
Fulltime: Sr Analyst, Investment Accounting - Boston, MA
- Boston, MA
- 18 days ago
- Boston, MA
- 18 days ago
Fulltime: Sr Analyst, Investment Accounting - Boston, MA Software Guidance & Assistance, Inc., (SGA), is searching for a Sr Analyst, Investment Accounting for a FULL-TIME salary + bonus & benefits...
Senior Investment Analyst, Private Equity & Venture Capital
- Boston, MA
- 24 days ago
- Boston, MA
- 24 days ago
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
Proficient in PowerPoint, Excel, Word, and FactSet. Coding proficiency a plus....
Demographic Data for Massachusetts
Moving to Massachusetts? Find some basic demographic data about Massachusetts below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Massachusetts
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Massachusetts 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
- Equity Research
- Bloomberg Terminal
- FactSet
- Alternative Investments
- Financial Planning
- Equities
- Derivatives
- Estate Planning
- Financial Modeling
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Wealth Management
- Fixed Income
- Capital Markets
- Valuation
- Investment Banking
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Market Research
- Asset Management
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Flexibility
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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