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.
Model Validations Investment Risk Consultant
- New York, NY (14 miles from Great Neck, NY)
- 6 days ago
- New York, NY (14 miles from Great Neck, NY)
- 6 days ago
Investment Risk Consultant Model Validations Team, Insurance, Product & Model Risk Full Time Springfield, MA, Boston, MA or New York, NY The Opportunity As a member of the Enterprise Risk...
Investment Operations Associate
- Newark, NJ (24 miles from Great Neck, NY)
- 10 hours ago
- Newark, NJ (24 miles from Great Neck, NY)
- 10 hours 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...
- New York, NY (14 miles from Great Neck, NY)
- 19 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 19 hours ago
Responsibilities DIVISION DESCRIPTION: Infrastructure Capital Markets is a group based in New York and London that is responsible for the origination and execution of debt private placements and...
Senior Analyst, Investment Insights
- New York, NY (14 miles from Great Neck, NY)
- 20 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 20 hours ago
Business Overview**Orion Worldwide is a global media company that generates value for our business partners. As the industry has evolved over the past two decades, so have we - expanding our...
CTI/US Pensions Team - Private Assets Investment Analyst - C12/AVP
- Long Island City, NY (11 miles from Great Neck, NY)
- 21 hours ago
- Long Island City, NY (11 miles from Great Neck, NY)
- 21 hours ago
The US Pensions Investment (USPI) team is the investment management team that manages and invests the assets of the Plans. USPI team is responsible for managing the Citi's US Defined Benefit and...
Investment Consultant - New York, NY (Midtown)
- New York City, NY (15 miles from Great Neck, NY)
- 23 hours ago
- New York City, NY (15 miles from Great Neck, NY)
- 23 hours ago
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...
- New York, NY (14 miles from Great Neck, NY)
- 23 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 23 hours ago
For more details, please connect with Mohammad Ali Khan at ... Ext 123 or email him at .... Direct Client: Metropolitan Transpo....
- New York City, NY (15 miles from Great Neck, NY)
- 23 hours ago
- New York City, NY (15 miles from Great Neck, NY)
- 23 hours ago
Omnicom Media Group (OMG), the media services division of Omnicom Group Inc. (NYSE: OMC) - delivers transformational experiences for consumers, clients, and talent. Powered by the Omni marketing...
Investment Banking Analyst, ECM
- New York, NY (14 miles from Great Neck, NY)
- 23 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 23 hours ago
Our team partners with the firm's investment banking professionals advising public and private corporations on equity-linked issuances and other aspects of the equity markets....
Campus Recruiting - 2025 Investment Banking Analyst - Fintech
- New York, NY (14 miles from Great Neck, NY)
- 23 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 23 hours ago
Read more about our Financial Services Investment Banking group here....
Investment Banking Associate - IPR
- New York, NY (14 miles from Great Neck, NY)
- 23 hours ago
- New York, NY (14 miles from Great Neck, NY)
- 23 hours ago
Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings,...
Investment Banking Associate, GP Solutions
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
As an Investment Banking Associate, GP solutions, you will: Work closely with senior management and will be charged with executing and contributing to the investment banking presence in GP Solutions...
Associate Director, Investment Banking
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
- New York, NY (14 miles from Great Neck, NY)
- 1 day ago
TITLE: Associate Director, Investment Banking DUTIES: Scotia Capital (USA), Inc. seeks Associate Director, Investment Banking in New York, NY to lead and manage the execution of M&A and capital raise...
Investment Banking Analyst Business 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
Job Description Financial Analysts support investment banking engagements and new business development efforts....
Mergers and Acquisitions Analyst - TDS US
- 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 Analyst Investment Banking provides specialized financial and statistical analysis on a broad range of marketing and execution activities....
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
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Credit Analysis
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Acquisitions
- Finance
- Accounting
- 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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