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.
Investment Banking Associate, Real Estate
- Cleveland, OH (9 miles from Beachwood, OH)
- 9 hours ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 9 hours ago
Location: 127 Public Square - Cleveland, Ohio 44114ResponsibilitiesPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time...
- Cleveland, OH (9 miles from Beachwood, OH)
- 4 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 4 days ago
This position supports Intermountain Venture's Investment Team by performing assigned tasks and assisting with assigned projects, allowing the intern to gain an understanding of healthcare venture...
Operations Specialist - Investment Operations
- Cleveland, OH (9 miles from Beachwood, OH)
- 7 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 7 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Analyst, Investment Banking - Real Estate
- Cleveland, OH (8 miles from Beachwood, OH)
- 15 days ago
- Cleveland, OH (8 miles from Beachwood, OH)
- 15 days ago
, discounted cash flow analysis, net asset value modeling, sponsor cash flow waterfall promote models, valuation of commercial real estate properties, and real estate portfolio roll-up models. - Develop...
Analyst, Investment Banking - Real Estate (Boston Based, Relocation Provided)
- Cleveland, OH (9 miles from Beachwood, OH)
- 23 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 23 days ago
, discounted cash flow analysis, net asset value modeling, sponsor cash flow waterfall promote models, valuation of commercial real estate properties, and real estate portfolio roll-up models. - Develop...
- Cleveland, OH (9 miles from Beachwood, OH)
- 23 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 23 days ago
ESSENTIAL FUNCTIONS Financial Modeling & Deal Structuring Build and maintain robust financial models for affordable and mixed-income housing projects, incorporating tax credit equity, public subsidies...
- Cleveland, OH (9 miles from Beachwood, OH)
- 60+ days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 60+ 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....
- Cleveland, OH (9 miles from Beachwood, OH)
- 90+ days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 90+ 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.
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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
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Credit Analysis
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Fundraising
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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