Investment Banking Specialist Jobs in New York, 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.
Investment Banking Associate, M&A United States - New York Investment Banking Investment Bank Job Reference # 309948BR City New York Job Type Full Time Your role We're looking for an Investment Banker...
Job Purpose: BTIG seeks an investment banking professional to join the TMT team in New York....
2025 Intrepid Investment Banking Analyst New York Analyst - July 2025
- New York, NY
- 16 hours ago
- New York, NY
- 16 hours ago
Investment banking services offered by Intrepid Investment Bankers LLC, a subsidiary of MUFG Union Bank. Member FINRA/SIPC....
Remote WorkPosition Title Capital Markets Analyst Location New York, NY 10018 Job Summary The Capital Markets Analyst position will be responsible for working with internal business partners and senior...
Business Analyst - Investment Bank (Fixed Income)
- Jersey City, NJ (4 miles from New York, NY)
- 19 hours ago
- Jersey City, NJ (4 miles from New York, NY)
- 19 hours ago
Business Analyst(Associate) Direct Hire Not a contract - No Vendors Role Objectives 1 Receiving support requests from the business, guiding them and working with developers and Back-office...
Business Unit: Cubic Transportation Systems Company Details: When you join Cubic, you become part of a company that creates and delivers technology solutions in transportation to make people's...
Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6....
Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6....
Perform and review financial valuation, discounted cash flow and comparable companies multiples-based valuation analyses Build and use financial models Prepare pitch books and live deal materials, such...
Were looking for an Investment Banker to: • assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients • manage major workstreams of...
Our client is a leading investment banking firm dedicated to providing strategic advisory services to middle-market companies....
Complete financial analysis and creation of financial models as part of a broader team, including detailed valuation analysis, such as: LBO analysis, discounted cash flow, accretion and dilution, IPO...
banking analyst, or MBA or equivalent graduate degree in a financial discipline Direct FIG Investment Banking experience or related experience in Private Equity, Equity Research, or Corporate Development...
Managing Director, Investment Banking - Crypto & Blockchain
- New York, NY
- 5 days ago
- New York, NY
- 5 days ago
Ready to define the next era of investment banking?...
Managing Director, Investment Banking - Equity Private Placement
- New York, NY
- 5 days ago
- New York, NY
- 5 days ago
banking, equity research, and institutional sales ecosystem Experience and Skills 10+ years in equity private placements at a leading investment bank or boutique; extensive deal sheet with marquee...
Demographic Data for New York, NY
Moving to New York, NY? Find some basic demographic data about New York, NY below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Investment Banking Specialist Jobs in New York, NY
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in New York, NY 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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »