Investment Banking Specialist Jobs in Ohio
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.
Analyst, Investment Banking - Real Estate (Boston Based, Relocation Provided)
- Cleveland, OH
- 9 hours ago
- Cleveland, OH
- 9 hours 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...
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...
Technology Execution Director - Wealth Management/Private Bank
- Strongsville, OH
- 2 days ago
- Strongsville, OH
- 2 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...
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Day to Day: Insight Global is seeking a Director of Trust and Estates, Wealth Strategist within the Financial Planning Group for one of our top clients, a wealth management firm. This position...
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
Financial Services Analyst - IGO Team
- Grandview Heights, OH
- 14 days ago
- Grandview Heights, OH
- 14 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...
funds) Position Overview: Provide prompt, efficient service for assigned product and/or service center internal and external customers....
models is a plus Successful candidates should be able to demonstrate an active interest in financial services & markets Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime...
Remote WorkInformation systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred....
Immediate need for a talented Bilingual Financial Services Analyst. This is a 12+months contract opportunity with long-term potential and is located in Grandview Heights,OH(Onsite). Please review...
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on...
Wealth Management Investment Consultant, Advisory Services
- Cincinnati, OH
- 26 days ago
- Cincinnati, OH
- 26 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Wealth Management Solutions, Investment Specialist - Portfolio Management Group (PMG) Associate
- Columbus, OH
- 27 days ago
- Columbus, OH
- 27 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...
Managing Director, Investment Banking at Yellow Cardinal
- Cleveland, OH
- 29 days ago
- Cleveland, OH
- 29 days ago
Strong Accounting background/knowledge Knowledge of Corporate Finance including Discounted Cash Flow modeling Above average communication skills (both written and verbal) Ability to deliver messages...
Demographic Data for Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Ohio
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Ohio 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
- Risk Management
- Strategy Development
- Analytical Skills
- 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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