Investment Banking Specialist Jobs in Beachwood, OH
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.
- Cleveland, OH (9 miles from Beachwood, OH)
- 1 day ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 1 day ago
Investment Banking Associate Location: Cleveland, OH Salary Range: $85,000 - $100,000 Overview: A leading independent investment bank is seeking an Investment Banking Associate to join their team....
Investment Banking Associate, Financial Institutio
- Cleveland, OH (9 miles from Beachwood, OH)
- 3 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 3 days ago
at KeyCorp in Cleveland, Ohio, United States Job Description Location:1301 Avenue of the Americas - New York, New York 10019 The Associate in KeyBanc Capital Markets' (KBCM) actively work with...
Investment Consultant - Fairlawn, OH
- Fairlawn, OH (23 miles from Beachwood, OH)
- 3 days ago
- Fairlawn, OH (23 miles from Beachwood, OH)
- 3 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Investment Banking Associate, Real Estate (Boston
- Cleveland, OH (9 miles from Beachwood, OH)
- 7 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 7 days ago
Series 7 & 63 (within six months of employment) Strong quantitative skills, including financial modeling and financial statement analysis Quantitatively and financially oriented, possessing the ability...
Remote WorkInvestment Banking Associate, Industrials (Clevela
- Cleveland, OH (9 miles from Beachwood, OH)
- 7 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 7 days ago
transaction analysis, leveraged and discounted cash flow analysis, including renewable energy project finance - Develop marketing materials for topics such as company positioning, financing alternatives...
International Equity Associate Investment Analyst
- Cleveland, OH (9 miles from Beachwood, OH)
- 8 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 8 days ago
The investment analysis will include financial statement analysis, financial modeling, comparable company analysis as well as assessment of industry, currency, political and macroeconomic trends.Utilize...
Investment Banking Associate, Industrials (Metals)
- Cleveland, OH (9 miles from Beachwood, OH)
- 11 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 11 days ago
transaction analysis, leveraged and discounted cash flow analysis, including renewable energy project finance - Develop marketing materials for topics such as company positioning, financing alternatives...
- Cleveland, OH (9 miles from Beachwood, OH)
- 22 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 22 days ago
Key Responsibilities: Conduct financial analysis and underwriting of commercial real estate investments, including cash flow modeling, discounted cash flow (DCF) analysis, and sensitivity analysis....
Investment Banking Associate, Real Estate (Boston Based - Relocation Provided)
- Cleveland, OH (9 miles from Beachwood, OH)
- 30+ days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 30+ days ago
Series 7 & 63 (within six months of employment) Strong quantitative skills, including financial modeling and financial statement analysis Quantitatively and financially oriented, possessing the ability...
Investment Banking Associate, Industrials (Cleveland Based - Relocation Provided)
- Cleveland, OH (9 miles from Beachwood, OH)
- 30+ days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 30+ days ago
transaction analysis, leveraged and discounted cash flow analysis, including renewable energy project finance - Develop marketing materials for topics such as company positioning, financing alternatives...
Investment Banking Associate, Industrials
- Cleveland, OH (9 miles from Beachwood, OH)
- 45+ days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 45+ days ago
transaction analysis, leveraged and discounted cash flow analysis, including renewable energy project finance - Develop marketing materials for topics such as company positioning, financing alternatives...
Executive Director Investment Operations, Performance Measurement and Risk Analysis
- Beachwood, OH
- 45+ days ago
- Beachwood, OH
- 45+ days ago
Investment Analyst (CAIA) Background in public/investment accounting, bank custody or risk management Proficiency with Aladdin investment software Our caregivers continue to create the best outcomes...
- Cleveland, OH (9 miles from Beachwood, OH)
- 60+ days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 60+ days ago
Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM Serves as the primary point...
Demographic Data for Beachwood, OH
Moving to Beachwood, OH? Find some basic demographic data about Beachwood, OH below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Investment Banking Specialist Jobs in Beachwood, OH
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Beachwood, OH 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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »