Investment Banking Specialist Jobs in Philadelphia, 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.
- Malvern, PA (20 miles from Philadelphia, PA)
- 2 days ago
- Malvern, PA (20 miles from Philadelphia, PA)
- 2 days ago
The Investment Strategy Group is seeking a Senior Investment Strategist to lead the research and development of quantitative asset return forecasting models that support portfolio strategy and...
Create valuation analyses, including comparable companies, comparable transactions, discounted cash flows, etc....
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...
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...
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...
Investment Operations Associate JKJ Financial Services
- Newtown, PA (24 miles from Philadelphia, PA)
- 11 days ago
- Newtown, PA (24 miles from Philadelphia, PA)
- 11 days ago
JKJ Financial Services is a 91-year-old independent firm based in the Philadelphia area. We provide financial guidance to individuals, families, and businessesempowering them to thrive and achieve...
Responsibilities: Lead financial modeling, valuation analysis (DCF, comps, precedent transactions, retention models) Support and manage the execution of M&A and capital raise transactions Develop and...
Analyst, Investment Accounting Trade Operations
- Radnor, PA (14 miles from Philadelphia, PA)
- 21 days ago
- Radnor, PA (14 miles from Philadelphia, PA)
- 21 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 (14 miles from Philadelphia, PA)
- 21 days ago
- Radnor, PA (14 miles from Philadelphia, PA)
- 21 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 WorkBuilds 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 (20 miles from Philadelphia, PA)
- 30+ days ago
- Malvern, PA (20 miles from Philadelphia, PA)
- 30+ 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
- 45+ days ago
- Philadelphia, PA
- 45+ 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...
Managing Director, Investment Strategy
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 60+ days ago
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 60+ days ago
investments....
Director - Investment Compliance and Risk
- Philadelphia, PA
- 90+ days ago
- Philadelphia, 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...
Demographic Data for Philadelphia, PA
Moving to Philadelphia, PA? Find some basic demographic data about Philadelphia, PA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Philadelphia, PA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Philadelphia, 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
- Financial Planning
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Flexibility
- Reporting
- Documentation
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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