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.
Prepare valuation materials for public and private companies utilizing various methodologies including comparable company, discounted cash flow, leveraged buyout and precedent transaction analysis....
Real Estate Investment Analyst- Community Investments
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
Prepare investment bids based on financial model and pricing guidance for review by internal staff....
Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork...
Junior Software Asset Management Analyst You will work closely with Change Management, IT Vendor Management, Procurement, Infrastructure and Operations teams to help maintain the day-to-day...
investment products or other investment products Experience with Alternative Investment Solutions and Platforms Experience building relationships and communicating effectively with business partners...
2026 Corporate & Investment Banking Associate Program - Early Careers
- Charlotte, NC
- 12 days ago
- Charlotte, NC
- 12 days ago
2026 Investment Banking Associate Program Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000...
Intrepid Investment Advisors - 2026 Investment Banking Analyst - Charlotte
- Charlotte, NC
- 15 days ago
- Charlotte, NC
- 15 days ago
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client...
Remote WorkResponsibilities Conducting industry, market and company-specific research Performing financial analysis and financial modeling Assisting with the preparation of transaction marketing materials, including...
Financial Advisory Services (FAS) Specialist (Investment Focus)
- Dunn, NC
- 17 days ago
- Dunn, NC
- 17 days ago
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Financial Advisory Services Specialist with an investment/trust/estate planning...
Investment Consultant II - Merrill Premium Investment Consultant II - Merrill Premium
- Charlotte, NC
- 19 days ago
- Charlotte, NC
- 19 days ago
Investment Consultant II - Merrill Premium Bank of America 3.2 ( ) Charlotte, NC Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
U.S. Private Bank - Investment Specialist - Vice President
- Charlotte, NC
- 27 days ago
- Charlotte, NC
- 27 days ago
investments Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach...
Financial Advisory Services Specialist (Investment-Trust Focus)
- Boone, NC
- 30+ days ago
- Boone, NC
- 30+ days ago
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Performance Expectations and Essential Responsibilities* Develop or increase proficiency...
models, marketing materials, internal and external presentations, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions....
Location: 5935 Carnegie Boulevard - Charlotte, North Carolina 28209 Job Description The Associate in KeyBanc Capital Markets (KBCM) actively work with industry bankers and product groups in...
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...
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
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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
- Equity Research
- Bloomberg Terminal
- FactSet
- Alternative Investments
- Financial Planning
- Equities
- Derivatives
- Estate Planning
- Financial Modeling
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Wealth Management
- Fixed Income
- Capital Markets
- Valuation
- Investment Banking
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Market Research
- Asset Management
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Flexibility
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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