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.
Private Asset Administration Analyst, Investment Operations
- Springfield, MA
- 1 day ago
- Springfield, MA
- 1 day 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...
Private Asset Administration Analyst, Investment Operations
- Boston, MA
- 2 days ago
- Boston, MA
- 2 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...
Business Analyst - Investment Management in Boston,MA - Hybrid - locals only
- Boston, MA
- 3 days ago
- Boston, MA
- 3 days ago
Job Title: Business Analyst - Investment Management Job location Boston (Hybrid) 2 to 3 days in a week. We are looking for local candidates from Boston only. Longterm Job Summary: We are seeking a...
- Boston, MA
- 3 days ago
- Boston, MA
- 3 days ago
Title Sr Business Consultant/Business Analyst - Investment Management Location-Boston (Hybrid) 2 to 3 days in a week. -Need Locals Only Duration Longterm Job Description: Job Summary: We are...
Senior Investment Director, Private Investments Blog Post
- Boston, MA
- 5 days ago
- Boston, MA
- 5 days ago
Senior Investment Director, Private InvestmentsJanuary 3, 2025Type of Role: InvestmentsExperience Level: VP/Principal/DirectorCambridge Associates has $389 billion in assets under advisement, of...
The Role Join us in defining and implementing a strategic vision for evolving Fidelitys team-based advice model! The Hybrid Advice Team is seeking a Director with a strong product management...
Strong analytical skills, including ease with financial statements, legal documents, use of spreadsheets, graphing, and presentations with a detailed knowledge of financial models....
Loan Asset Administration Analyst, Investment Operations
- Springfield, MA
- 14 days ago
- Springfield, MA
- 14 days ago
Loan Asset Administration Analyst, Investment Operations Full-Time New York, NY or Springfield, MA, Boston, MA The Opportunity As a Loan Asset Administration Analyst in our Investment Operations...
We are seeking a talented individual to join the CIO team at Mercer.This role will be based in NYC, Boston, Chicago, Minneapolis or St. Louis.This is a hybrid role that has a requirement of...
Investment Banking Analyst (Boston) locations Boston, Massachusetts - United States time type Full time posted on Posted Yesterday job requisition id R-0004248 Job Description Responsibilities: Collate...
The successful candidate will be responsible for supporting the Financial Institutions Teams most senior analysts in the administration of their fixed income portfolios. Specific responsibilities...
TM Capital, a division of Janney Montgomery Scott, is seeking a Senior Analyst or Associate to join their Investment Banking team....
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
- 23 days ago
- Boston, MA
- 23 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...
Vice President/Director, After-Tax Wealth Strategist & Investment Strategist
- Boston, MA
- 25 days ago
- Boston, MA
- 25 days ago
modelling skills For New York, NY Only the salary range for this position is USD$155,000.00 - USD$210,000.00....
Demographic Data for Massachusetts
Moving to Massachusetts? Find some basic demographic data about Massachusetts below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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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
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Hedge Funds
- Derivatives
- Wealth Management
- Corporate Finance
- 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
- Market Research
- Mergers & Acquisitions
- Modeling
- Finance
- Real Estate
- Acquisitions
- Accounting
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Flexibility
- Collaboration
- Interpersonal Skills
- Documentation
- Bachelor's Degree
- Reporting
- Microsoft PowerPoint
- Regulations
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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