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.
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...
Tableau, Spotfire, Axioma, Factset....
Bracebridge Capital, LLC 2026 Summer Investment Analyst Job Posted 7 Days Ago Reposted 7 Days Ago Boston, MA Internship Summer Analysts will gain exposure to various investment areas while working...
Strategic Risk Solutions Investment Consultant, Insurance Industry Job Posted 6 Days Ago Reposted 6 Days Ago Be an Early Applicant Concord, MA Mid level The Investment Consultant will advise...
Analyst, Investment Banking - Real Estate (Boston Based, Relocation Provided)
- Boston, MA
- 2 days ago
- Boston, MA
- 2 days ago
, discounted cash flow analysis, net asset value modeling, sponsor cash flow waterfall promote models, valuation of commercial real estate properties, and real estate portfolio roll-up models. - Develop...
Firm Overview: Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and...
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
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) 06/10/2025 Locations: Springfield, Massachusetts; Hadley, Massachusetts The Financial Analyst provides financial support to the operation...
Specialist, Investment Integrity & Consulting - SLC Management
- Wellesley Hills, MA
- 5 days ago
- Wellesley Hills, MA
- 5 days ago
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of...
Financial Analyst, Investment Planning (Hybrid)
- Springfield, MA
- 5 days ago
- Springfield, MA
- 5 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...
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...
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put...
Senior Data Analyst Investment Management, SQL & Data Governance.
- Boston, MA
- 10 days ago
- Boston, MA
- 10 days ago
Senior Data Analyst Investment Management, SQL & Data Governance. Currently, we are looking for talented resources for one of our listed clients. If interested please reply to me with your updated...
COMPANY OVERVIEW Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation...
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
- 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
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- 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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