Investment Banking Specialist Jobs in Chappaqua, NY
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, Investment Services Compliance
- White Plains, NY (9 miles from Chappaqua, NY)
- 1 day ago
- White Plains, NY (9 miles from Chappaqua, NY)
- 1 day ago
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
Lead IT Asset Management Analyst
- White Plains, NY (9 miles from Chappaqua, NY)
- 1 day ago
- White Plains, NY (9 miles from Chappaqua, NY)
- 1 day ago
Position Summary The IT Asset Manager is responsible for defining and overseeing the execution of the Technology asset lifecycle strategy for White Plains Hospital, including the planning,...
GIMA Alternative Investment Due Diligence Analyst - Real Assets - Vice President
- Purchase, NY (9 miles from Chappaqua, NY)
- 26 days ago
- Purchase, NY (9 miles from Chappaqua, NY)
- 26 days ago
funds, UCITs, exchange-traded funds and private vehicles in the equity, fixed income and alternative investments spaces....
Hardware Asset Management Analyst
- Allendale, NJ (21 miles from Chappaqua, NY)
- 30+ days ago
- Allendale, NJ (21 miles from Chappaqua, NY)
- 30+ 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. •...
Senior Wealth Strategist / Client Development Sales Executive
- Greenwich, CT (11 miles from Chappaqua, NY)
- 30+ days ago
- Greenwich, CT (11 miles from Chappaqua, NY)
- 30+ days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Acquisitions/Asset Management Analyst
- Elmsford, NY (8 miles from Chappaqua, NY)
- 30+ days ago
- Elmsford, NY (8 miles from Chappaqua, NY)
- 30+ days ago
Additional responsibilities include the evaluation, underwriting, financial modeling and research associated with the acquisition, financing and disposition of investment properties and development...
- Stamford, CT (14 miles from Chappaqua, NY)
- 45+ days ago
- Stamford, CT (14 miles from Chappaqua, NY)
- 45+ days ago
Company Description PartnerRe is a leading, privately owned, multi-line global reinsurer with a reputation of financial stability and strength, and a commitment to rebuilding businesses and...
Business Analyst, Investment Reporting
- Fort Lee, NJ (24 miles from Chappaqua, NY)
- 45+ days ago
- Fort Lee, NJ (24 miles from Chappaqua, NY)
- 45+ days ago
Who We Are Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services. Our comprehensive suite of innovative and scalable embedded...
- White Plains, NY (9 miles from Chappaqua, NY)
- 45+ days ago
- White Plains, NY (9 miles from Chappaqua, NY)
- 45+ days ago
for Job: IRC32628 Investment Analyst Investment Management Office Location: White Plains, NY Summary The Investment Analyst works as a member of a seven-person investment team that manages Tulane...
About Us: The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive...
Demographic Data for Chappaqua, NY
Moving to Chappaqua, NY? Find some basic demographic data about Chappaqua, NY below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Chappaqua, NY
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Chappaqua, NY 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
- Financial Planning
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Credit Analysis
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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