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.
The Operational Due Diligence Analyst will be a member of the BRM team that is responsible for conducting business and operational risk reviews of long-only and alternative investment managers....
TM Capital, a division of Janney Montgomery Scott, is seeking a Senior Analyst or Associate to join their Investment Banking team....
Conduct detailed financial analysis, including valuation, financial modeling, and due diligence....
Implementation Specialist - Investment Software Implementation - Java, C#, SQL, KAFKA
- Burlington, MA
- 3 days ago
- Burlington, MA
- 3 days ago
CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds....
Investments Possess strong, foundational knowledge of Private Credit asset class and can speak to private credit capabilities across the continuum (research, advice and solutions) to existing clients...
Sr Analyst, Investment Operations - Liberty Mutual Investments
- Boston, MA
- 5 days ago
- Boston, MA
- 5 days ago
Pay Philosophy The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for...
Suspense Reconciliation Analyst, Investment Operations
- Springfield, MA
- 5 days ago
- Springfield, MA
- 5 days ago
Suspense Reconciliation Analyst, Investment Operations Full-Time Boston, MA or Springfield, MA The Opportunity As a Suspense Reconciliation Analyst in our Investment Operations organization, you...
About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income,...
Vice President/Director, After-Tax Wealth Strategist & Investment Strategist
- Boston, MA
- 7 days ago
- Boston, MA
- 7 days ago
modelling skills For New York, NY Only the salary range for this position is USD$155,000.00 - USD$210,000.00....
Suspense Reconciliation Analyst, Investment Operations Full-Time Boston, MA or Springfield, MA The Opportunity As a Suspense Reconciliation Analyst in our Investment Operations organization, you...
Investment Risk Analyst (Portfolio Risk), Assistant Vice President
- Boston, MA
- 8 days ago
- Boston, MA
- 8 days ago
Knowledge of risk models from Axioma/Barra as well as vendor applications like Factset/BarraOne/Bloomberg is a plus....
Investment Banking Analyst - Healthcare Technology (HCIT)
- Boston, MA
- 11 days ago
- Boston, MA
- 11 days ago
Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow....
Strong technical and analytical skills, with experience in financial modeling methodologies such as leveraged buyouts (LBO), merger models, and discounted cash flow (DCF) analysis; proficiency in Excel...
Firm Overview: Cambridge Associates (CA) is a leading global investment firm. We work with non-profit institutions, pension plans, and private clients to build investment portfolios that help them...
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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