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.
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....
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....
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,...
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...
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 | 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...
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...
Overview This position supports the company’s efforts in analyzing capital markets, tracking origination activity, supporting mortgage pricing operations, and purchasing assets through the...
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...
Financial Advisory Services Specialist - (Investment/Trust/Estate Planning Focus)
- Raleigh, NC
- 27 days ago
- Raleigh, NC
- 27 days ago
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 WorkDemographic 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
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Strategy Development
- Analytical Skills
- Implementation
- Consulting
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Mentoring
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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