Investment Banking Specialist Jobs in King Of Prussia, PA
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.
Director of Wealth Management Consulting
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 18 hours ago
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 18 hours ago
What you are good at: Advisory/Managed Accounts/Alternatives knowledge – working with Advisory fee-based programs and platforms as well as Alternative Investments; Initiative - identifying ways to improve...
Investment Consultant - Philadelphia, PA
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 4 days ago
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 4 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...
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 5 days ago
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 5 days ago
The successful candidate is expected to: Build financial models to support rating analysis, deal pricing, and deal structure Review detailed term sheets and deal documentation Develop marketing materials...
Operations Specialist - Investment Operations
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 5 days ago
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 5 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...
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 14 days ago
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 14 days ago
We are seeking a highly motivated and experienced Investment Banking Associate to join our Infrastructure Investment Banking team....
Analyst, Investment Accounting Trade Operations
- Radnor, PA (2 miles from King Of Prussia, PA)
- 15 days ago
- Radnor, PA (2 miles from King Of Prussia, PA)
- 15 days ago
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) Work Arrangement: Remote : Work at home employee...
Remote WorkAnalyst, Investment Accounting Operations
- Radnor, PA (2 miles from King Of Prussia, PA)
- 15 days ago
- Radnor, PA (2 miles from King Of Prussia, PA)
- 15 days ago
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) Work Arrangement: Remote : Work at home employee...
Remote Work- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 17 days ago
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 17 days ago
Builds and maintains financial models with historical and forward-looking projections as well as utilizes other analytical tools including Excel, Charles River & Bloomberg....
Investment Consultant, Senior Specialist - ADICS5001
- Malvern, PA (8 miles from King Of Prussia, PA)
- 26 days ago
- Malvern, PA (8 miles from King Of Prussia, PA)
- 26 days ago
Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients....
Asset Management Analyst- Renewable Energy- Solar
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 30+ days ago
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 30+ days ago
We're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we're proud of the difference we make to customers, to local...
- Radnor, PA (2 miles from King Of Prussia, PA)
- 45+ days ago
- Radnor, PA (2 miles from King Of Prussia, PA)
- 45+ days ago
Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Remote : Work at home employee Relocation assistance: is not available for this opportunity. Requisition #: 74494 The Role at a...
Remote Work- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 60+ days ago
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 60+ days ago
The Senior Wealth Strategist will be advising Janney clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial...
Managing Director, Investment Strategy
- Conshohocken, PA (4 miles from King Of Prussia, PA)
- 60+ days ago
- Conshohocken, PA (4 miles from King Of Prussia, PA)
- 60+ days ago
investments....
Director - Investment Compliance and Risk
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 90+ days ago
- Philadelphia, PA (15 miles from King Of Prussia, PA)
- 90+ days ago
and Requirements The Director of Investment Compliance and Risk is responsible for producing the investment-related portions of risk-based capital (RBC) and the monitoring and reporting of...
Investment Consultant - Greenville, DE
- Greenville, DE (23 miles from King Of Prussia, PA)
- 90+ days ago
- Greenville, DE (23 miles from King Of Prussia, PA)
- 90+ days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Demographic Data for King Of Prussia, PA
Moving to King Of Prussia, PA? Find some basic demographic data about King Of Prussia, PA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in King Of Prussia, PA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in King Of Prussia, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Credit Analysis
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Fundraising
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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