Investment Banking Specialist Jobs in Great Neck, 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.
Vice President, Investment Banker
- New York, NY (14 miles from Great Neck, NY)
- 1 hour ago
- New York, NY (14 miles from Great Neck, NY)
- 1 hour ago
Prepare financial models and analysis, including detailed valuation analysis, such as: LBO analysis, discounted cash flow, accretion and dilution, pro forma analysis, comparative company analysis, and...
Quantitative Investment Analyst
- New York, NY (14 miles from Great Neck, NY)
- 4 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 4 hours ago
Overview Company | Fintech, Social Investing, Series A ($30M raised) Job | Quantitative Investment Analyst Impact | Portfolio strategy, Live trading, Product development Size | ~30 people,...
Investment Banker - Mergers & Acquisitions (Technology) - Vice President
- New York, NY (14 miles from Great Neck, NY)
- 4 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 4 hours ago
Location: New York, US-NY Rate: Not Specified Type: Permanent Investment Banker - Mergers & Acquisitions (Technology) - Vice President We are seeking an experienced Vice President to join our...
U.S. Private Bank- Investment Specialist- Associate
- New York, NY (14 miles from Great Neck, NY)
- 11 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 11 hours ago
JobID: 210648171 Category: Investors JobSchedule: Full time Posted Date: 2025-07-17T23:49:43+00:00 JobShift: Base Pay/Salary: New York,NY $150,000.00-$160,000.00 We are actively looking for...
- New York, NY (14 miles from Great Neck, NY)
- 13 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 13 hours ago
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.Our niche brands provide direct hire, executive search, contract and temporary staffing, contract...
Managing Director, Private Market Investment Specialist Role
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
J.P. Morgan Asset Management, a leading global alternatives manager with over 40 years of experience, oversees $500B in assets, including $140B in private markets and our specialized teams provide...
Associate Director, Investment Banking Associate
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
. • Prepare complex company financial models and deliver client presentations....
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
Responsible for marketing presentations, underlying cashflow projections, financial modelling and collateral analysis (buyout, credit, infrastructure, energy, or real estate assets) Prepare credit analysis...
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
Following the closing of Societe Generale's JV with leading equity research house Bernstein in April 2024, we also increasingly provide our advisory and credit solutions to high growth pre-IPO companies...
Director, Investment Banking Healthcare
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and...
Investment Banking Associate - Technology Services
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
The Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory...
Investment Banking Analyst - Infrastructure - NEW YORK
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
models for valuation purposes Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and...
Investment Banking Associate - Asset Wealth Management (New York)
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
Summary** Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new...
Investment Banking Analysts Financial Services (New York)
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
Summary** Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of...
Vice President - Lead Investment Banker - Real Estate Securitization and Capital Markets
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
cash flows Knowledge of structured products rating agency frameworks A focus in commercial real estate or capital markets Excellent oral and written communication skills Excellent analytical and problem...
Demographic Data for Great Neck, NY
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Great Neck, NY
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Great Neck, 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 Modeling
- Equities
- Derivatives
- Hedge Funds
- Corporate Finance
- Investment Analysis
- Wealth Management
- Venture Capital
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Risk Management
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Documentation
- Flexibility
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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