Investment Banking Specialist Jobs in New York
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.
Real Assets - Infrastructure - Investment Analyst/Associate (New York)
- New York, NY
- moments ago
- New York, NY
- moments ago
banking / private equity Strong academic background Strong financial modeling Good verbal and written communication skills Work location : 9 W 57th St 45th floor, New York, NY 10019, USA Salary range...
Associate Specialist, Investment Planning and Management
- Huntingtn Sta, NY
- 1 hour ago
- Huntingtn Sta, NY
- 1 hour ago
About us National Grid is hiring a Specialist, Investment Planning & Management reporting to Melville, New York. Everyday we deliver safe and secure energy to homes, communities and businesses. We...
GIMA Alternative Investment Due Diligence Analyst - Real Assets - Vice President
- Purchase, NY
- 5 hours ago
- Purchase, NY
- 5 hours ago
funds, UCITs, exchange-traded funds and private vehicles in the equity, fixed income and alternative investments spaces....
and problem-solving skills Strong capabilities required in MS Excel and PowerPoint Strong capabilities required in MS Excel and Powerpoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet...
Sr Investment Analyst Programmer - "Strat" Primary Responsibilities: Develop and support the investment data architecture, building and maintaining an end-to-end process that results in a trusted...
Associate Specialist, Investment Planning and Management Job Details National Grid
- Melville, NY
- 1 day ago
- Melville, NY
- 1 day ago
About us National Grid is hiring a Specialist, Investment Planning & Management reporting to Melville, New York. Everyday we deliver safe and secure energy to homes, communities and businesses. We...
*Additional Qualifications* * Experience working with industry data platforms (e.g., Bloomberg, Morningstar, FactSet). * Background supporting investment due diligence, risk reporting, or portfolio...
Title Director, Investment Strategy EOE Statement As an Equal Opportunity / Affirmative Action Employer, HANYS actively seeks candidates who are female, minority, disabled and/or veterans and will...
Your expertise a bachelor's degree or equivalent in a relevant field; MBA preferred 5+ years of experience working within in Healthcare or investment banking (with a Bachelor's degree or equivalent)...
Investment Banking - Mid-Cap Investment Banking - Analyst
- New York, NY
- 2 days ago
- New York, NY
- 2 days ago
Job Summary As an Analyst in the Mid-Cap Investment Banking team in the Investment Banking Division, you will be a key player in the execution of the firm's business....
We're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we're proud of the difference we make to customers, to local...
Development and implementation of financial models and strategies that support in decision making in investment banking. Understand how businesses work and learn from experts in the industry....
Remote Workbanking, corporate finance, or a related field Knowledge of financial markets, debt and equity instruments, asset backed financing and risk management practices Strong analytical and data mining skills...
Experience conducting financial analyses, including operational KPI benchmarking analysis, public trading comparables analysis, precedent transaction analysis, discounted cash flow analysis, and leverage...
Investment Banking Associate - Equity Capital Markets
- New York, NY
- 3 days ago
- New York, NY
- 3 days ago
Description Citizens is seeking an experienced Investment Banking Associate to join our Equity Capital Markets(ECM) in New York City, NY....
Demographic Data for New York
Moving to New York? Find some basic demographic data about New York 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
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in New York 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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Mentoring
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- 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 »