Investment Banking Specialist Jobs in Morristown, 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.
2026 Insurance Asset Management Analyst
- Whippany, NJ (4 miles from Morristown, NJ)
- 11 hours ago
- Whippany, NJ (4 miles from Morristown, NJ)
- 11 hours ago
MetLife Investment Management - 2026 Insurance Asset Management Analyst Job Title: Analyst Business Units: Insurance Asset Management (IAM) Location: Whippany, NJ Company Overview: MetLife...
Investment Analyst, Quantitative Investment Strategy (QIS)
- Newark, NJ (17 miles from Morristown, NJ)
- 1 day ago
- Newark, NJ (17 miles from Morristown, NJ)
- 1 day ago
Job Classification: Investment Management - Investments The Chief Investment Office (CIO) is responsible for portfolio construction and asset/liability management on behalf of Prudentials...
Investment Consultant - Wayne, NJ
- Wayne, NJ (17 miles from Morristown, NJ)
- 3 days ago
- Wayne, NJ (17 miles from Morristown, NJ)
- 3 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...
PGIM Quantitative Solutions - Investment Operations Associate
- Newark, NJ (17 miles from Morristown, NJ)
- 6 days ago
- Newark, NJ (17 miles from Morristown, NJ)
- 6 days ago
Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for...
U.S. Private Bank - Wealth Strategist - Executive Director
- Summit, NJ (8 miles from Morristown, NJ)
- 8 days ago
- Summit, NJ (8 miles from Morristown, NJ)
- 8 days ago
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgans U.S. Private Bank....
Senior Analyst, Investment and Research
- Short Hills, NJ (9 miles from Morristown, NJ)
- 9 days ago
- Short Hills, NJ (9 miles from Morristown, NJ)
- 9 days ago
Excel in financial modeling, valuation, and capital markets understanding. Demonstrate strong analytical, organizational, and communication skills....
- Ridgewood, NJ (24 miles from Morristown, NJ)
- 13 days ago
- Ridgewood, NJ (24 miles from Morristown, NJ)
- 13 days ago
Research or Capital Markets experience PHYSICAL DEMANDS The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions...
Analyst, Investment Operations PGIM Global Services (Hybrid/Newark, NJ
- Newark, NJ (17 miles from Morristown, NJ)
- 14 days ago
- Newark, NJ (17 miles from Morristown, NJ)
- 14 days ago
Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, were always looking for...
Director of Investment Accounting
- Warren, NJ (10 miles from Morristown, NJ)
- 17 days ago
- Warren, NJ (10 miles from Morristown, NJ)
- 17 days ago
Title: Director of Investment Accounting Company: Everest Global Services, Inc. Job Category: Finance Job Description: About Everest: Everest Group, Ltd. (Everest), is a leading global reinsurance...
- Madison, NJ (4 miles from Morristown, NJ)
- 17 days ago
- Madison, NJ (4 miles from Morristown, NJ)
- 17 days ago
About the Company: Lamar Companies is a full-service, privately held, real estate investment company headquartered in New Jersey. Since its founding in 1972, the Company has routinely been ranked...
- Newark, NJ (17 miles from Morristown, NJ)
- 20 days ago
- Newark, NJ (17 miles from Morristown, NJ)
- 20 days ago
2026 PGIM Global Services, Analyst, Investment Operations Prudential Financial 3.5 ( ) Newark, NJ Why you should apply for a job to Prudential Financial : 80% say women are treated fairly and...
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...
2026 PGIM Global Services, Analyst, Investment Operations
- Newark, NJ (17 miles from Morristown, NJ)
- 23 days ago
- Newark, NJ (17 miles from Morristown, NJ)
- 23 days ago
Job Classification: Investment Management - Investment Operations 2026 PGIM Global Services, Analyst, Investment Operations Location(s): Newark, NJ / Tampa, FL PGIM is the diversified asset...
- Parsippany, NJ (6 miles from Morristown, NJ)
- 27 days ago
- Parsippany, NJ (6 miles from Morristown, NJ)
- 27 days ago
Responsibilities The IT Service Management Specialist Asset Management Analyst will provide essential support within IT Service Management asset inventory, ensuring accuracy across all systems and...
Investment Analyst, Global Portfolio Management
- Newark, NJ (17 miles from Morristown, NJ)
- 30+ days ago
- Newark, NJ (17 miles from Morristown, NJ)
- 30+ days ago
Job Classification: Investment Management - Investments The Chief Investment Office (CIO) is responsible for the management of the investment portfolios of Prudentials General Accounts through its...
Demographic Data for Morristown, NJ
Moving to Morristown, NJ? Find some basic demographic data about Morristown, NJ below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Morristown, NJ
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Morristown, 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
- Equity Research
- Bloomberg Terminal
- FactSet
- Alternative Investments
- Financial Planning
- Equities
- Derivatives
- Estate Planning
- Financial Modeling
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Wealth Management
- Fixed Income
- Capital Markets
- Valuation
- Investment Banking
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Market Research
- Asset Management
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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