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.
Investment Consultant, Senior Specialist - ADICS5001
- Malvern, PA (20 miles from Philadelphia, PA)
- 4 days ago
- Malvern, PA (20 miles from Philadelphia, PA)
- 4 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....
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...
Asset Management Analyst- Renewable Energy- Solar
- Philadelphia, PA
- 22 days ago
- Philadelphia, PA
- 22 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 (14 miles from Philadelphia, PA)
- 26 days ago
- Radnor, PA (14 miles from Philadelphia, PA)
- 26 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 WorkThe 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 (11 miles from Philadelphia, PA)
- 45+ days ago
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 45+ days ago
investments....
- Dresher, PA (13 miles from Philadelphia, PA)
- 60+ days ago
- Dresher, PA (13 miles from Philadelphia, PA)
- 60+ days ago
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan...
Director - Investment Compliance and Risk
- Philadelphia, PA
- 60+ days ago
- Philadelphia, PA
- 60+ 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...
Director - Investment Operations and Collateral Management
- Philadelphia, PA
- 60+ days ago
- Philadelphia, PA
- 60+ days ago
Experience researching new transaction types/structures and developing pro-forma impact to financial models....
Vendor Management Director- Investment Management Group
- Malvern, PA (20 miles from Philadelphia, PA)
- 90+ days ago
- Malvern, PA (20 miles from Philadelphia, PA)
- 90+ days ago
As the Vendor Management Director for our Investment Management Group (IMG), you will play a critical role in ensuring that IMG remains at the forefront of the industry by cultivating...
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
- 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
- Reimbursement
- Accounting
- 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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