Investment Banking Specialist Jobs in Charlotte, NC
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.
YOU MUST HAVE + A minimum of 2 years of experience in capital markets, investment banking, or a related role. + Strong knowledge of financial markets, capital structure, and debt instruments. + Experience...
Investment Banking Associate, Industrials (Charlotte, NC)
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
As an Investment Banking Associate, you will: Play an integral role on investment banking teams, providing execution support to for public equity offerings, mergers and acquisitions and other financial...
Associate Investment Strategist, Product Management
- Charlotte, NC
- 7 days ago
- Charlotte, NC
- 7 days ago
This position will support the full range of Dimensional's US investment solutions, including ETFs, mutual funds, models, SMAs, and custom indexes....
Proficient in the use of analytical software and data sets such as Bloomberg and FactSet....
- Fort Mill, SC (14 miles from Charlotte, NC)
- 7 days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 7 days ago
Proficient in the use of analytical software and data sets such as Bloomberg and FactSet....
banking; capital markets; finance / controllers financial reporting; regulatory reporting; credit risk; counterparty risk....
banking; capital markets; finance / controllers financial reporting; regulatory reporting; credit risk; counterparty risk....
Director, Investment Banking - Financial Institutions Group (FIG)
- Charlotte, NC
- 9 days ago
- Charlotte, NC
- 9 days ago
Qualifications, Education, Certifications and/or Other Professional Credentials Minimum 8+ years' experience in Investment banking and/or Capital Markets with a top ranked investment bank, M&A boutique...
Performs assigned duties with increased independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development...
Overview This position supports the company’s efforts in analyzing capital markets, tracking origination activity, supporting mortgage pricing operations, and purchasing assets through the...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Required Background Bachelor's degree from an accredited college or university AND a minimum of one year of Investment Banking experience Financial modeling coursework, training or experience Strong...
Banking Associate will play a crucial role in developing and strengthening BlackArchs client relationships and in driving the transaction process....
- Fort Mill, SC (14 miles from Charlotte, NC)
- 90+ days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 90+ days ago
Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that...
Financial Advisory Services Specialist (Investment Focused)
- Indian Trail, NC (15 miles from Charlotte, NC)
- 30+ days ago
- Indian Trail, NC (15 miles from Charlotte, NC)
- 30+ days ago
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! FAS Specialists are responsible for delivering advisory and planning solutions to members...
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Charlotte, NC
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Charlotte, NC 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
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