Investment Banking Specialist Jobs in Gresham, OR
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.
- Camas, WA (9 miles from Gresham, OR)
- 16 days ago
- Camas, WA (9 miles from Gresham, OR)
- 16 days ago
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a...
Investment Consultant -Portland, OR
- Portland, OR (12 miles from Gresham, OR)
- 19 days ago
- Portland, OR (12 miles from Gresham, OR)
- 19 days ago
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...
Wealth Management Investment Consultant, Advisory Services
- Gresham, OR
- 27 days ago
- Gresham, OR
- 27 days ago
At U.S. Bank, were 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...
Asset Management Analyst/Project Manager
- Tualatin, OR (18 miles from Gresham, OR)
- 45+ days ago
- Tualatin, OR (18 miles from Gresham, OR)
- 45+ days ago
Asset Management Analyst/Project Manager CONTRACT | BIZTEK PEOPLE, INC. | APA INTERNATIONAL PLACEMENT CONSULTANTS | UNITED STATES Posted On 01/15/2025 Job Information Job Opening ID 9777 Language...
Experienced Investment Banking Analyst 1 or 2, Technology Group
- Portland, OR (12 miles from Gresham, OR)
- 90+ days ago
- Portland, OR (12 miles from Gresham, OR)
- 90+ days ago
Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Technology Group....
Experienced Investment Banking Associate 1 or 2, Technology
- Portland, OR (12 miles from Gresham, OR)
- 90+ days ago
- Portland, OR (12 miles from Gresham, OR)
- 90+ days ago
Investment Banking Experienced Associate 1 or 2 D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology Investment Banking Group....
Demographic Data for Gresham, OR
Moving to Gresham, OR? Find some basic demographic data about Gresham, OR below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Gresham, OR
Required or preferred licenses and certifications for Investment Banking Specialist positions.
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Investment Banking Specialists in Gresham, OR 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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