Investment Banking Specialist Jobs in Bedminster, NJ
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.
Director of Investment and Product Solutions
- Parsippany, NJ (20 miles from Bedminster, NJ)
- 1 day ago
- Parsippany, NJ (20 miles from Bedminster, NJ)
- 1 day ago
Director of Investment and Product Solutions Join to apply for the Director of Investment and Product Solutions role at Pacific Life Continue with Google Continue with Google Director of...
Divisional Managed Investment Consultant Analyst
- Pennington, NJ (23 miles from Bedminster, NJ)
- 2 days ago
- Pennington, NJ (23 miles from Bedminster, NJ)
- 2 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
- Pennington, NJ (23 miles from Bedminster, NJ)
- 4 days ago
- Pennington, NJ (23 miles from Bedminster, NJ)
- 4 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Investment Consultant - Bridgewater, NJ
- Bridgewater, NJ (5 miles from Bedminster, NJ)
- 6 days ago
- Bridgewater, NJ (5 miles from Bedminster, NJ)
- 6 days ago
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...
Tax Director (Wealth Management firm)
- Chatham, NJ (15 miles from Bedminster, NJ)
- 15 days ago
- Chatham, NJ (15 miles from Bedminster, NJ)
- 15 days ago
Tax Director (Wealth Management firm) (OOJ - 36972) ...00 / US Dollars / Annual Salary NPAworldwide Recuitment Network update Last updated: Jun/16/2025 Job Description Tax Director - Wealth...
Investment Consultant- Morristown, NJ
- Morristown, NJ (13 miles from Bedminster, NJ)
- 15 days ago
- Morristown, NJ (13 miles from Bedminster, NJ)
- 15 days ago
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...
Patient Financial Services Analyst
- Flemington, NJ (13 miles from Bedminster, NJ)
- 18 days ago
- Flemington, NJ (13 miles from Bedminster, NJ)
- 18 days ago
+ Performs various system functions relating to software and hardware in the department. Liaison between systems in the office, our I.S. Department and the systems vendor, when needed. Primary...
Patient Financial Services Analyst
- Flemington, NJ (13 miles from Bedminster, NJ)
- 30+ days ago
- Flemington, NJ (13 miles from Bedminster, NJ)
- 30+ days ago
Position Summary Performs various system functions relating to software and hardware in the department. Liaison between systems in the office, our I.S. Department and the system’s vendor, when...
- Morris Plains, NJ (16 miles from Bedminster, NJ)
- 30+ days ago
- Morris Plains, NJ (16 miles from Bedminster, NJ)
- 30+ days ago
Build robust Excel-based financial models for scenario planning, cash flow modeling, and working capital analysis....
Asset Management Analyst- Renewable Energy- Solar
- Linden, NJ (22 miles from Bedminster, NJ)
- 30+ days ago
- Linden, NJ (22 miles from Bedminster, NJ)
- 30+ days ago
We're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we're proud of the difference we make to customers, to local...
Tax Director - Wealth Management
- Morristown, NJ (13 miles from Bedminster, NJ)
- 30+ days ago
- Morristown, NJ (13 miles from Bedminster, NJ)
- 30+ days ago
Tax Director - Wealth Management LOCATION Morristown, NJ No Remote TYPE Direct Hire SALARY $150,000 - $175,000 / yr ID NY85-2745238 POSTED May 19, 2025 Tax Director Our client is a private family...
- Princeton, NJ (19 miles from Bedminster, NJ)
- 60+ days ago
- Princeton, NJ (19 miles from Bedminster, NJ)
- 60+ days ago
Overview About Princo Princeton University Investment Company (Princo) is widely recognized as an innovative leader in the investment management industry. We manage Princeton Universitys $34...
Pediatric Clinic Director / Investing Partner (PT, OT, SLP)
- West Orange, NJ (24 miles from Bedminster, NJ)
- 60+ days ago
- West Orange, NJ (24 miles from Bedminster, NJ)
- 60+ days ago
State of Location: New Jersey Position Summary: Our Clinic Directors oversee all aspects of the clinic operations, manage clinical and non-clinical staff, and support clinicians to provide our...
Investment Consultant - Team COO
- Morristown, NJ (13 miles from Bedminster, NJ)
- 90+ days ago
- Morristown, NJ (13 miles from Bedminster, NJ)
- 90+ days ago
POSITION SUMMARY: The Team COO is a senior level position that serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, this role...
Investment Consultant II - Merrill Premium
- Pennington, NJ (23 miles from Bedminster, NJ)
- 90+ days ago
- Pennington, NJ (23 miles from Bedminster, NJ)
- 90+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Demographic Data for Bedminster, NJ
Moving to Bedminster, NJ? Find some basic demographic data about Bedminster, NJ below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Bedminster, NJ
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Bedminster, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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