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.
Lead Events Management Specialist, Investment Banking & Investment Management
- Charlotte, NC
- 9 hours ago
- Charlotte, NC
- 9 hours ago
About this role: This position will ideate complex end to end strategies and implement full cycle, multi-day event plans that support the Corporate & Investment Bank (CIB) and Wealth & Investment...
modeling, analytical and strategic thinking skills Exceptional work ethic and attention to detail High levels of personal motivation and intellectual capacity Comfort functioning both independently...
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...
Investment Banking Associates are an integral part of the Investment Banking team....
Financial Advisory Services Specialist (Investment Focused)
- Indian Trail, NC
- 2 days ago
- Indian Trail, NC
- 2 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...
Senior Financial Advisory Services Specialist (Investment Focused)
- Mint Hill, NC
- 2 days ago
- Mint Hill, NC
- 2 days ago
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose FAS Specialists are responsible for delivering advisory and planning solutions to...
Vice President, Lead Investment Banker, Fund Finance
- Charlotte, NC
- 2 days ago
- Charlotte, NC
- 2 days ago
About this role: Wells Fargo, CIB Fund Finance Group is seeking an Investment Banking Vice President to join its Charlotte or New York office....
Capital Markets Analyst- Syndicated & Leveraged Finance
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
Primary Responsibilities Assist in the development and creation of client marketing materials Generate financial modeling to include leveraged buyout and discounted cash flow analysis Work closely with...
Support investment manager screening efforts & due diligence on mutual funds and separate account managers....
Investment Banking Associate - Healtcare Services, M&A
- Charlotte, NC
- 5 days ago
- Charlotte, NC
- 5 days ago
Minimum of 3-5 years of experience in investment banking, with a focus on healthcare services M&A. Strong financial modeling, analytical, and valuation skills....
At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and...
Senior Financial Advisor & Senior Investment Analyst
- Asheville, NC
- 8 days ago
- Asheville, NC
- 8 days ago
This dual-role position requires expertise in financial planning, investment analysis, and portfolio management while maintaining a client-first mindset....
Institutional Investment Operations Associate - FX Investigator
- Charlotte, NC
- 9 days ago
- Charlotte, NC
- 9 days ago
About this role: Wells Fargo is seeking an Institutional Investment Operations Associate in FX Investigations as a part of Corporate Investment Banking....
About this role: Wells Fargo is seeking an Investment Banking Program Associate to join our Mid-Cap Investment Banking team....
Company:Driven Brands We invite you to join us at Driven Brands! Headquartered in Charlotte, NC, Driven Brands (NASDAQ: DRVN) is the largest automotive services company in North America, providing...
Demographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in North Carolina
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in North Carolina 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
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Client Relationships
- Financial Analysis
- Investment Management
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Accounting
- Reimbursement
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- Presentation
- Verbal Communication
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
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