Investment Banking Specialist Jobs in Ontario
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.
Job Summary Job Description What is the opportunity? In this role, you execute Client Due Diligence refresh in line with Regulatory and RBC Enterprise policy requirements. You will execute client...
Gain early exposure to investment analysis and develop strong financial modeling skills. Paid opportunities with the right experience....
The Investment Analyst delivers consistent performance as a productive member of an investment industry team. Incumbents lead parts of the investment surveillance and new investment evaluation...
BMO Capital Markets Fall 2025 Real Estate Brokerage, Investment Banking Analyst, Toronto
- Toronto, ON
- 5 days ago
- Toronto, ON
- 5 days ago
Qualifications: As an Analyst, you will be part of a dynamic investment banking environment....
banking, and capital markets....
Investment Banking Opportunities at TD Securities Our Investment Banking team is one of the leading franchises in Canada, with over 350 professionals globally....
investments, such as: private equity, real estate and infrastructure as well as related performance measurement standards and investments benchmark practices Excellent communication skills (written...
W., 8th Employment Type Regular Weekly Hours 37.5 Skills Client Needs Assessments, Client Service, Commercial Acumen, Customer Experience (CX), Financial Products, Mutual Funds, Strategic Objectives...
Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products)....
You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)....
Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative...
We are seeking a talented individual to join our Wealth Investment Consulting team at Mercer. This role will be based in London, and it is a hybrid role with a requirement of working at least...
Senior Application Support Analyst - Investment Operations
- Toronto, ON
- 90+ days ago
- Toronto, ON
- 90+ days ago
About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private...
Choose a workplace that empowers your impact. Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize...
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Ontario
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Ontario 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
- Mutual Funds
- Financial Statements
- Financial Modeling
- 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
- Real Estate
- Acquisitions
- Accounting
- Strategy Development
- Analytical Skills
- Consulting
- Verbal Communication
- Written Communication
- Presentation
- Flexibility
- Collaboration
- Interpersonal Skills
- Documentation
- Bachelor's Degree
- Reporting
- Microsoft PowerPoint
- Regulations
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Leadership
- Communication Skills
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