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 26 Jobs

About this role: Wells Fargo's Corporate & Investment Bank is seeking an Investment Banking Program Associate for the Client Growth Segments Group....

Investment Banking Associate - Client Growth Segments

  • Charlotte, NC
  • 2 days ago
  • Charlotte, NC
  • 2 days ago

About this role: Wells Fargo's Corporate & Investment Bank is seeking an Investment Banking Program Associate for the Client Growth Segments Group....

Investing Analyst

  • Charlotte, NC
  • 7 days ago
  • Charlotte, NC
  • 7 days ago

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

Investment Banking Analyst II/III, Industry Coverage - Communications

  • Charlotte, NC
  • 7 days ago
  • Charlotte, NC
  • 7 days ago

by strong public equity research....

Syndicated & Leveraged Finance Analyst II

  • Charlotte, NC
  • 8 days ago
  • Charlotte, NC
  • 8 days ago

Performs assigned duties with increased independence, including but not limited to, due diligence, document processing, financial modeling, statistical analysis, research, and presentation development...

Financial Advisory Services Specialist (Investment Focused)

  • Hickory, NC
  • 9 days ago
  • Hickory, NC
  • 9 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,...

Asset Management Analyst, Neurodiverse Solutions

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

Job ID Number** R5409 **Employment Type** Full time **Worksite Flexibility** Remote **Job Summary** We are looking for a motivated Asset Management Analyst ready to take us to the next level! If...

Director of Wealth Management Client Services

  • Clayton, NC
  • 16 days ago
  • Clayton, NC
  • 16 days ago

Position Summary The Director of Wealth Management Client Services is responsible for oversight of the Wealth Client Service teams and the delivery of service excellence as defined for the Wealth...

Investment Banking Associate - Healthcare

  • Charlotte, NC
  • 20 days ago
  • Charlotte, NC
  • 20 days ago

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

Director, Investment Banking - Financial Institutions Group (FIG)

  • Charlotte, NC
  • 21 days ago
  • Charlotte, NC
  • 21 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...

Capital Markets Analyst - Middle Office

  • Charlotte, NC
  • 23 days ago
  • Charlotte, NC
  • 23 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...

Capital Markets Analyst, Pricing Desk

  • Charlotte, NC
  • 24 days ago
  • Charlotte, NC
  • 24 days ago

Overview This position supports the company’s efforts in analyzing capital markets, tracking origination activity, supporting mortgage pricing operations, and purchasing assets through the...

Licensed Investment Specialist

  • Raleigh, NC
  • 25 days ago
  • Raleigh, NC
  • 25 days ago

Overview The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of each...

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)...

Investment Banking Associate - Industrials M&A

  • Charlotte, NC
  • 30+ days ago
  • Charlotte, NC
  • 30+ 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 & Business Services...

Remote Work

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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