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.

1-15 of 218 Jobs

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...

Investment Analyst

  • 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....

Investment Banking Analyst Program - Y1 - Net Asset Value Lending - Corporate & Investment banking - New York, New York, United States

  • 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...

Investment Banking Associate - Corporate Advisory & Financing Group - Corporate & Investment banking - New York, New York, United States

  • 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

Moving to Great Neck, NY? Find some basic demographic data about Great Neck, NY below.


Local
National
44,575
2,663
Medium

Investment Banking Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...

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Salary for Investment Banking Specialist Jobs in Great Neck, NY

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

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 background
Bachelor's Degree
50.0%
Master's Degree
41.7%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


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