Investment Banking Specialist Jobs in Morris Plains, 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.
PGIM Fixed Income - Business Systems Analyst - Investment Ops.
- Newark, NJ (18 miles from Morris Plains, NJ)
- 4 days ago
- Newark, NJ (18 miles from Morris Plains, NJ)
- 4 days ago
Job Classification: Technology - Agile, Delivery, & Product A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to...
Hardware Asset Management Analyst
- Allendale, NJ (22 miles from Morris Plains, NJ)
- 6 days ago
- Allendale, NJ (22 miles from Morris Plains, NJ)
- 6 days ago
Must Have Technical/Functional Skills • Manage the entire hardware asset lifecycle, including procurement, deployment, maintenance, and disposal, to optimize asset utilization and reduce costs. •...
Investment Analyst, Quantitative Investment Strategy, Portfolio & Capital Markets Analysis
- Newark, NJ (18 miles from Morris Plains, NJ)
- 13 days ago
- Newark, NJ (18 miles from Morris Plains, NJ)
- 13 days ago
Job Classification: Investment Management - Investments The Chief Investment Office (CIO) is a major strategic partner to many other departments across the enterprise and relies upon a...
Proficiency in financial modeling and data analysis. Strong attention to detail and accuracy. Advanced proficiency in Microsoft Excel and financial software....
- Newark, NJ (18 miles from Morris Plains, NJ)
- 20 days ago
- Newark, NJ (18 miles from Morris Plains, NJ)
- 20 days ago
banking preferred...
Asset Management Analyst- Renewable Energy- Solar
- Linden, NJ (19 miles from Morris Plains, NJ)
- 22 days ago
- Linden, NJ (19 miles from Morris Plains, NJ)
- 22 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...
Senior Analyst Investment Strategist, PGIM Multi-Asset Solutions ( Newark, NJ / Hybrid)
- Newark, NJ (18 miles from Morris Plains, NJ)
- 25 days ago
- Newark, NJ (18 miles from Morris Plains, NJ)
- 25 days ago
Job Classification: Corporate - Human Resources A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve...
Tax Director - Wealth Management
- Morristown, NJ (4 miles from Morris Plains, NJ)
- 26 days ago
- Morristown, NJ (4 miles from Morris Plains, NJ)
- 26 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...
- New Brunswick, NJ (24 miles from Morris Plains, NJ)
- 30+ days ago
- New Brunswick, NJ (24 miles from Morris Plains, NJ)
- 30+ days ago
The SIA must have basic knowledge of financial modeling, portfolio theory, and capital markets with a general curiosity and passion for investments....
Investment Consultant - Paramus, NJ
- Paramus, NJ (23 miles from Morris Plains, NJ)
- 30+ days ago
- Paramus, NJ (23 miles from Morris Plains, NJ)
- 30+ 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...
Pediatric Clinic Director / Investing Partner (PT, OT, SLP)
- West Orange, NJ (12 miles from Morris Plains, NJ)
- 45+ days ago
- West Orange, NJ (12 miles from Morris Plains, NJ)
- 45+ 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 (4 miles from Morris Plains, NJ)
- 90+ days ago
- Morristown, NJ (4 miles from Morris Plains, 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...
PT, OT, or SLP - Pediatric Clinic Director / Investing Partner
- Piscataway, NJ (20 miles from Morris Plains, NJ)
- 90+ days ago
- Piscataway, NJ (20 miles from Morris Plains, NJ)
- 90+ 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...
- Newark, NJ (18 miles from Morris Plains, NJ)
- 90+ days ago
- Newark, NJ (18 miles from Morris Plains, NJ)
- 90+ days ago
Review and assess the operations, internal controls and platform-specific risks of traditional and alternative investment managers....
Demographic Data for Morris Plains, NJ
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Salary for Investment Banking Specialist Jobs in Morris Plains, NJ
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Morris Plains, NJ 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
- Market Research
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- 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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