Investment Banking Specialist Jobs in North Carolina

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.

1-15 of 18 Jobs

PWM Wealth Strategist

  • Charlotte, NC
  • 8 hours ago
  • Charlotte, NC
  • 8 hours ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...

Description Citizens Consumer & Retail Advisory team is seeking an Investment Banking Analyst/Associate for our Charlotte office....

Investment Banking Analyst

  • Raleigh, NC
  • 10 days ago
  • Raleigh, NC
  • 10 days ago

Responsibilities Conducting industry, market and company-specific research Performing financial analysis and financial modeling Preparing transaction marketing materials, including pitch books, teasers...

Analyst, Investment Accounting Operations

  • Raleigh, NC
  • 11 days ago
  • Raleigh, NC
  • 11 days ago

Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...

Remote Work

Analyst, Investment Accounting Trade Operations

  • Greensboro, NC
  • 11 days ago
  • Greensboro, NC
  • 11 days ago

Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...

Remote Work

Investment Banking Analyst ESOP (NC or FL)

  • Raleigh, NC
  • 11 days ago
  • Raleigh, NC
  • 11 days ago

Responsibilities Conducting industry, market and company-specific research Performing financial analysis and financial modeling Preparing transaction marketing materials, including pitch books, teasers...

Investing Analyst

  • Charlotte, NC
  • 27 days ago
  • Charlotte, NC
  • 27 days ago

What We're Looking For: 1-3 years of experience in private equity, management consulting, investment banking, or AI/data-related roles....

Financial Advisory Services Specialist (Investment Focused)

  • Hickory, NC
  • 30+ days ago
  • Hickory, NC
  • 30+ days ago

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! FAS Specialist - Focuses primarily on assisting members with understanding, obtaining,...

Investment Banking Associate - Healthcare

  • Charlotte, NC
  • 30+ days ago
  • Charlotte, NC
  • 30+ days ago

INVESTMENT BANKING | 58 Investment Banking Associate - Healthcare Charlotte, North Carolina | Chicago, Illinois | New York, New York Solutions for Today's Challenges....

Capital Markets Analyst - Middle Office

  • Charlotte, NC
  • 30+ days ago
  • Charlotte, NC
  • 30+ days ago

Title: Capital Markets Analyst- Middle Office Location: Charlotte, NC Duration: 6 months Work Engagement: W2 Benefits on offer for this contract position: Health Insurance, Life insurance, 401K...

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Financial Advisory Services (FAS) Specialist (Investment/ Trust / Estate Planning Focus)...

Wealth Strategist III

  • Charlotte, NC
  • 45+ days ago
  • Charlotte, NC
  • 45+ days ago

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)

  • Charlotte, NC
  • 45+ days ago
  • Charlotte, NC
  • 45+ days ago

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...

Investment Banking Associate - Industrials & Business Services M&A Advisory

  • Charlotte, NC
  • 60+ days ago
  • Charlotte, NC
  • 60+ days ago

Skills & Experience: Minimum of two years of sell-side M&A advisory and investment banking experience (with record of completed transactions from pitch to close in the Industrials and Business Services...

Remote Work

Investment Banking Associate, Industrials (Charlotte, NC)

  • Charlotte, NC
  • 60+ days ago
  • Charlotte, NC
  • 60+ days 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...

Demographic Data for North Carolina

Moving to North Carolina? Find some basic demographic data about North Carolina below.


Local
National
10,439,413
246,359

Investment Banking Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...

Title Synonyms

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Salary for Investment Banking Specialist Jobs in North Carolina

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Investment Banking Specialist positions.



Highest Education Level

Investment Banking Specialists in North Carolina offer the following education background
Bachelor's Degree
50.0%
Master's Degree
41.7%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


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