Investment Banking Specialist Jobs in Westerville, 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.
Senior Investment Analyst - Investment Grade Corporate Credit Research
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments,...
Investment Specialist-Institutional Investment Distribution
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
We sell solutions for Nationwides Investment Management Group, including mutual funds and exchange-traded funds, to our institutional customers....
- Columbus, OH (6 miles from Westerville, OH)
- 2 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 2 days ago
As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments,...
Asset Management Analyst - ServiceNow Westerville, OH (Onsite)
- Westerville, OH
- 4 days ago
- Westerville, OH
- 4 days ago
Hello, We at AgreeYa solutions are focused on hiring highly skilled professionals who are excited by the opportunity to make a true impact on their careers as well as on our clients' businesses....
Financial Services Analyst - ALO, Life Disbursements
- Grandview Heights, OH (11 miles from Westerville, OH)
- 4 days ago
- Grandview Heights, OH (11 miles from Westerville, OH)
- 4 days ago
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
- Columbus, OH (6 miles from Westerville, OH)
- 6 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 6 days ago
Description Track, review, and summarize outsourced alternative investment research and due diligence....
Remote WorkInvestment Consultant in Blacklick, OH
- Blacklick, OH (7 miles from Westerville, OH)
- 6 days ago
- Blacklick, OH (7 miles from Westerville, OH)
- 6 days ago
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
Financial Services Analyst - Financial Services
- Columbus, OH (6 miles from Westerville, OH)
- 9 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 9 days ago
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
- Columbus, OH (6 miles from Westerville, OH)
- 11 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 11 days ago
As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments,...
Sr Analyst, Investment Risk Analytics
- Columbus, OH (6 miles from Westerville, OH)
- 12 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 12 days ago
As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments,...
Investment Banking Associate - M&A/ESOPs
- Columbus, OH (6 miles from Westerville, OH)
- 20 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 20 days ago
While financial modeling and analysis are part of the role, the firm prioritizes candidates who can confidently communicate with business owners, advisors, and internal stakeholders....
Asset Management - Insurance Investment Specialist - Associate
- Columbus, OH (6 miles from Westerville, OH)
- 28 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 28 days ago
JobID: 210651514 Category: Client Advisory JobSchedule: Full time Posted Date: 2025-07-29T17:19:15+00:00 JobShift: Base Pay/Salary: New York,NY $142,500.00-$170,000.00 The Global Fixed Income,...
Wealth Management Solutions, Investment Specialist - Portfolio Management Group (PMG) Associate
- Columbus, OH (6 miles from Westerville, OH)
- 90+ days ago
- Columbus, OH (6 miles from Westerville, OH)
- 90+ days ago
Knowledge and Oversight: Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured...
Demographic Data for Westerville, OH
Moving to Westerville, OH? Find some basic demographic data about Westerville, OH below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in Westerville, OH
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Westerville, 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
- 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
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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