Investment Banking Specialist Jobs in Plainview, 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.
Director, Investment Services Compliance
- White Plains, NY (22 miles from Plainview, NY)
- 7 days ago
- White Plains, NY (22 miles from Plainview, NY)
- 7 days ago
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
Lead IT Asset Management Analyst
- White Plains, NY (22 miles from Plainview, NY)
- 7 days ago
- White Plains, NY (22 miles from Plainview, NY)
- 7 days ago
Position Summary The IT Asset Manager is responsible for defining and overseeing the execution of the Technology asset lifecycle strategy for White Plains Hospital, including the planning,...
CTI/US Pensions Team - Private Assets Investment Analyst - C12/AVP
- Long Island City, NY (24 miles from Plainview, NY)
- 8 days ago
- Long Island City, NY (24 miles from Plainview, NY)
- 8 days 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...
Assistant Asset Management Analyst
- Astoria, NY (24 miles from Plainview, NY)
- 30+ days ago
- Astoria, NY (24 miles from Plainview, NY)
- 30+ days ago
Assistant Asset Management Analyst York Power Authority United States, York, Astoria Jun 12, 2025 Summary Accountable for the daily management and coordination of NYPA's overall operations,...
Investment Consultant - Manhasset, NY
- Manhasset, NY (11 miles from Plainview, NY)
- 30+ days ago
- Manhasset, NY (11 miles from Plainview, NY)
- 30+ days 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...
GIMA Alternative Investment Due Diligence Analyst - Real Assets - Vice President
- Purchase, NY (21 miles from Plainview, NY)
- 30+ days ago
- Purchase, NY (21 miles from Plainview, NY)
- 30+ days ago
funds, UCITs, exchange-traded funds and private vehicles in the equity, fixed income and alternative investments spaces....
Senior Wealth Strategist / Client Development Sales Executive
- Greenwich, CT (19 miles from Plainview, NY)
- 30+ days ago
- Greenwich, CT (19 miles from Plainview, NY)
- 30+ days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
- Stamford, CT (19 miles from Plainview, NY)
- 45+ days ago
- Stamford, CT (19 miles from Plainview, NY)
- 45+ days ago
Company Description PartnerRe is a leading, privately owned, multi-line global reinsurer with a reputation of financial stability and strength, and a commitment to rebuilding businesses and...
- White Plains, NY (22 miles from Plainview, NY)
- 60+ days ago
- White Plains, NY (22 miles from Plainview, NY)
- 60+ days ago
for Job: IRC32628 Investment Analyst Investment Management Office Location: White Plains, NY Summary The Investment Analyst works as a member of a seven-person investment team that manages Tulane...
Demographic Data for Plainview, NY
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Plainview, NY
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Plainview, 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
- Credit Analysis
- 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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