Investment Banking Specialist Jobs in Oakdale, MN
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.
AIM Analyst - Investment Operations Hybrid
- Minneapolis, MN (15 miles from Oakdale, MN)
- 5 hours ago
- Minneapolis, MN (15 miles from Oakdale, MN)
- 5 hours ago
At Allianz Life, we are guided by our mission - we secure your future - and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone...
Senior Director, High Net Worth Investment Strategist
- Minneapolis, MN (15 miles from Oakdale, MN)
- 12 hours ago
- Minneapolis, MN (15 miles from Oakdale, MN)
- 12 hours ago
In this role, you will lead the Advanced Wealth Planning Investment Strategist team by providing strategic leadership in support of our high net-worth investment mission, leading across the...
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Alternatives Investment Director - Private Credit
- Minneapolis, MN (15 miles from Oakdale, MN)
- 5 days ago
- Minneapolis, MN (15 miles from Oakdale, MN)
- 5 days ago
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...
Investment Analyst - Parametric
- Minneapolis, MN (15 miles from Oakdale, MN)
- 7 days ago
- Minneapolis, MN (15 miles from Oakdale, MN)
- 7 days ago
ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services....
Senior Due Diligence Analyst (Hybrid)
- Saint Paul, MN (6 miles from Oakdale, MN)
- 12 days ago
- Saint Paul, MN (6 miles from Oakdale, MN)
- 12 days ago
Position Summary: Are you detail-oriented and thrive on driving results in a collaborative environment? Securian Financial is seeking a Senior Due Diligence Analyst to join our team! In this role,...
Sr. Software Asset Management Analyst
- Minneapolis, MN (15 miles from Oakdale, MN)
- 13 days ago
- Minneapolis, MN (15 miles from Oakdale, MN)
- 13 days ago
Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success...
- Cottage Grove, MN (12 miles from Oakdale, MN)
- 14 days ago
- Cottage Grove, MN (12 miles from Oakdale, MN)
- 14 days ago
Our mission is to empower the clients we serve to live exceptional lives in alignment with their values and goals through uncompromising integrity, genuine trust, and personalized advice....
Real Estate Investment Analyst
- Minneapolis, MN (15 miles from Oakdale, MN)
- 15 days ago
- Minneapolis, MN (15 miles from Oakdale, MN)
- 15 days ago
Create and manipulate financial models to accurately reflect deal structure and return metrics....
- Minneapolis, MN (15 miles from Oakdale, MN)
- 28 days ago
- Minneapolis, MN (15 miles from Oakdale, MN)
- 28 days ago
Investment Analyst University of St. Thomas, United States about 2 hours ago Location: Minneapolis, MINNESOTA Job Type: FullTime The University of St. Thomas invites qualified candidates to for an...
- Bloomington, MN (19 miles from Oakdale, MN)
- 30+ days ago
- Bloomington, MN (19 miles from Oakdale, MN)
- 30+ days ago
Preferred Qualifications and Skills: Bachelors degree in Finance, Accounting, Business, or a related discipline 10 years prior investment banking or other relevant corporate experience in consulting...
Remote WorkManaging Director of Investment Banking - Wealth Advisory - Minneapolis or Oak Brook
- Minneapolis, MN (15 miles from Oakdale, MN)
- 60+ days ago
- Minneapolis, MN (15 miles from Oakdale, MN)
- 60+ days ago
About the role: CLA is seeking a Managing Director of Investment Banking to lead our investment banking team in our office in Minneapolis, MN or Oak Brook, IL....
Property & Asset Management Analyst 2/3
- Plymouth, MN (23 miles from Oakdale, MN)
- 60+ days ago
- Plymouth, MN (23 miles from Oakdale, MN)
- 60+ days ago
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE TYPE: SecretTRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on...
Senior Investment Banking Associate
- Minneapolis, MN (15 miles from Oakdale, MN)
- 90+ days ago
- Minneapolis, MN (15 miles from Oakdale, MN)
- 90+ days ago
WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus...
SVP, Managing Director of Wealth Management
- Minnetonka, MN (23 miles from Oakdale, MN)
- 90+ days ago
- Minnetonka, MN (23 miles from Oakdale, MN)
- 90+ days ago
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always...
Demographic Data for Oakdale, MN
Moving to Oakdale, MN? Find some basic demographic data about Oakdale, MN below.
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Salary for Investment Banking Specialist Jobs in Oakdale, MN
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Oakdale, MN 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
- Market Research
- Mergers & Acquisitions
- 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
- Organization
- Leadership
- Communication Skills
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