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.

1-8 of 8 Jobs

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...

Investment Analyst Intern

  • 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...

Investment Analyst

  • 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...

Junior Investment Analyst

  • 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....

Key Family Wealth Strategist

  • 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.


Local
National
36,268
1,944
Medium

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,...
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...
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...

Title Synonyms

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Salary for Investment Banking Specialist Jobs in Beachwood, OH

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 Beachwood, OH 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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