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.
Project Finance Investment Banking - Analyst/Associate
- New York, NY
- moments ago
- New York, NY
- moments ago
models, financial statements, customer financial information, project contracts, and legal analyses Review information about project assets, development plans, and commercial arrangements Model complex...
Remote WorkPGIM: 2026 Real Estate, Investment Analyst Program (Originations)
- New York, NY
- moments ago
- New York, NY
- moments ago
Job Classification: Investment Management - Investments PGIM: 2026 Real Estate, Investment Analyst Program (Originations) This position is only available in the following locations: New York, NY;...
PGIM Private Capital (Prudential): 2026 Investment Analyst Program
- Newark, NJ (9 miles from New York, NY)
- 1 hour ago
- Newark, NJ (9 miles from New York, NY)
- 1 hour ago
modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What Youll Need: Candidates must be enrolled in an accredited...
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Equity)
- Newark, NJ (9 miles from New York, NY)
- 1 hour ago
- Newark, NJ (9 miles from New York, NY)
- 1 hour ago
Contribute to financial modeling efforts, including cash flow projections, sensitivity analyses, and rent roll reviews, under the guidance of experienced analysts and managers....
PGIM: 2026 Real Estate, Investment Analyst Program (Equity)
- Newark, NJ (9 miles from New York, NY)
- 1 hour ago
- Newark, NJ (9 miles from New York, NY)
- 1 hour ago
modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estates portfolios....
PGIM Private Capital (Prudential): 2026 Summer Investment Analyst Program
- Newark, NJ (9 miles from New York, NY)
- 1 hour ago
- Newark, NJ (9 miles from New York, NY)
- 1 hour ago
models Writing investment recommendations Conducting portfolio and credit monitoring Preparing marketing materials What Youll Need: Candidates must be enrolled in an accredited bachelors program or...
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- New York, NY
- 1 hour ago
- New York, NY
- 1 hour ago
Help build and update financial models, including cash flow projections, Argus models, and sensitivity analyses, under the guidance of senior team members....
Strong financial modeling, valuation, and credit underwriting skills. Experience with non-sponsored deal flow and a demonstrated ability to work independently....
over 8 years of expertise in Corporate Investment Banking....
INVESTMENT BANKING | JR100892 Investment Banking Director - Secondary Advisory New York, New York Solutions for Today's Challenges. Vision for Tomorrow's Opportunities....
INVESTMENT BANKING | JR100890 Investment Banking Associate - Secondary Advisory New York, New York Solutions for Today's Challenges. Vision for Tomorrow's Opportunities....
INVESTMENT BANKING | JR100886 Investment Banking Associate - Fund Placement New York, New York Solutions for Today's Challenges. Vision for Tomorrow's Opportunities....
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that...
Basic Qualifications 1 year of Investment Banking, corporate finance, or transaction advisory services experience Advanced knowledge of accounting and finance Undergraduate degree Strong analytical/...
U.S. Private Bank - Investment Specialist - Executive Director
- New York, NY
- 2 days ago
- New York, NY
- 2 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
Demographic Data for New York, NY
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Salary for Investment Banking Specialist Jobs in New York, NY
Required or preferred licenses and certifications for Investment Banking Specialist positions.
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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
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Fundraising
- Modeling
- Finance
- Acquisitions
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Coaching
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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