Investment Banking Specialist Jobs in Purchase, 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.
Mizuho Greenhill - Investment Banking Associate (NYC)
- New York, NY (24 miles from Purchase, NY)
- 3 hours ago
- New York, NY (24 miles from Purchase, NY)
- 3 hours ago
modeling, valuation, comparable & relative value analyses and market-specific analysis including building discounted cash flow, comparable companies, precedent transactions, leveraged buyout and merger...
Senior Regional Director, Wealth Management
- New York, NY (24 miles from Purchase, NY)
- 12 hours ago
- New York, NY (24 miles from Purchase, NY)
- 12 hours ago
The Opportunity We're looking to a hire a Senior Regional Director, Wealth Management to join our team. You'll work directly with the Head of Business Development to develop and execute a...
Remote WorkInvestment Banker - Healthcare Services - Executive Director
- New York, NY (24 miles from Purchase, NY)
- 12 hours ago
- New York, NY (24 miles from Purchase, NY)
- 12 hours ago
We are seeking an experienced Executive Director to join our industry leading investment banking team. As an Executive Director in Healthcare Services Investment Banking, you'll have experience...
Investment Banking Associate Technology (Software)
- New York, NY (24 miles from Purchase, NY)
- 16 hours ago
- New York, NY (24 miles from Purchase, NY)
- 16 hours ago
Responsibilities As an Associate, you will: Prepare, analyze, and help explain historical and projected financial information Create financial models Coordinate and perform business due diligence Prepare...
Investment Banking Analyst Technology (Software)
- New York, NY (24 miles from Purchase, NY)
- 16 hours ago
- New York, NY (24 miles from Purchase, NY)
- 16 hours ago
Responsibilities As a Senior Analyst, you will: Prepare, analyze, and help explain historical and projected financial information Create financial models Coordinate and perform business due diligence...
Project Finance Investment Banking - Analyst/Associate
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day 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 (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day 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: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
Help build and update financial models, including cash flow projections, Argus models, and sensitivity analyses, under the guidance of senior team members....
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
Strong financial modeling, valuation, and credit underwriting skills. Experience with non-sponsored deal flow and a demonstrated ability to work independently....
Sr Business Analyst - Investment Banking exp
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
Job Title: Sr Business Analyst - Investment Banking exp Location: New York City, NY (or) Canada Type: Contract (or) Fulltime Hybrid Work Summary: We are seeking an experienced Business Analyst...
Investment Banking Director - Secondary Advisory
- New York, NY (24 miles from Purchase, NY)
- 2 days ago
- New York, NY (24 miles from Purchase, NY)
- 2 days ago
INVESTMENT BANKING | JR100892 Investment Banking Director - Secondary Advisory New York, New York Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the...
Investment Banking Associate - Secondary Advisory
- New York, NY (24 miles from Purchase, NY)
- 2 days ago
- New York, NY (24 miles from Purchase, NY)
- 2 days ago
Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities....
Investment Banking Associate - Fund Placement
- New York, NY (24 miles from Purchase, NY)
- 2 days ago
- New York, NY (24 miles from Purchase, NY)
- 2 days ago
Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities....
Director of Investment and Product Solutions
- New York, NY (24 miles from Purchase, NY)
- 3 days ago
- New York, NY (24 miles from Purchase, NY)
- 3 days ago
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...
Investment Banking Analyst Corporate Finance (M&A)
- New York, NY (24 miles from Purchase, NY)
- 3 days ago
- New York, NY (24 miles from Purchase, NY)
- 3 days ago
Job Description Analysts are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various...
Demographic Data for Purchase, NY
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Purchase, NY
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Purchase, 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
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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