Investment Banking Specialist Jobs in Radnor, 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 - Philadelphia, PA
- Philadelphia, PA (14 miles from Radnor, PA)
- 8 hours ago
- Philadelphia, PA (14 miles from Radnor, PA)
- 8 hours 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...
Wealth Strategist Senior - PNC Private Bank
- Cherry Hill, NJ (21 miles from Radnor, PA)
- 1 day ago
- Cherry Hill, NJ (21 miles from Radnor, PA)
- 1 day 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...
- King of Prussia, PA (2 miles from Radnor, PA)
- 1 day ago
- King of Prussia, PA (2 miles from Radnor, PA)
- 1 day ago
Overview Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial – a trusted institution with a 149-year history. We provide independent advice...
Wealth Strategist Senior - PNC Private Bank
- Philadelphia, PA (13 miles from Radnor, PA)
- 2 days ago
- Philadelphia, PA (13 miles from Radnor, PA)
- 2 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...
U.S. Private Bank - Wealth Strategist - Executive Director
- Philadelphia, PA (14 miles from Radnor, PA)
- 6 days ago
- Philadelphia, PA (14 miles from Radnor, PA)
- 6 days ago
JobID: 210657460 Category: Product Development JobSchedule: Full time Posted Date: 2025-08-25T14:05:48+00:00 JobShift: Base Pay/Salary: Summit, NJ $170,000.00-$285,000.00; Greenwich, CT...
- Philadelphia, PA (14 miles from Radnor, PA)
- 6 days ago
- Philadelphia, PA (14 miles from Radnor, PA)
- 6 days ago
modeling skills and experience in Excel Strong interpersonal and communication skills Clear, concise writing skills Exposure to enterprise software preferred but not required...
- West Chester, PA (11 miles from Radnor, PA)
- 7 days ago
- West Chester, PA (11 miles from Radnor, PA)
- 7 days ago
Must have a thorough understanding of financial modeling, including the production of cash flow models, cash-on-cash yield, IRR analysis, and discounted cash flow valuations....
- Philadelphia, PA (14 miles from Radnor, PA)
- 11 days ago
- Philadelphia, PA (14 miles from Radnor, PA)
- 11 days ago
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a...
Lead Alternative Investment Consultant
- Philadelphia, PA (14 miles from Radnor, PA)
- 12 days ago
- Philadelphia, PA (14 miles from Radnor, PA)
- 12 days ago
investments and the depth and breadth of solutions available Build visibility around the Alternative Investment platform with investment professionals who are less familiar with the alternative investment...
Analyst, Investment Guidelines Compliance - Delaware
- Wilmington, DE (24 miles from Radnor, PA)
- 14 days ago
- Wilmington, DE (24 miles from Radnor, PA)
- 14 days ago
About this role Portfolio Compliance Group Implementation Team Have a passion for the investment industry and an interest in programming? Are you a compliance professional who is looking for a...
- Oaks, PA (5 miles from Radnor, PA)
- 18 days ago
- Oaks, PA (5 miles from Radnor, PA)
- 18 days ago
Oaks, PA 4 DAYS AGO 21694615 Summary Oaks, PA Competitive Salary 2 Years Experience High school graduate or equivalency certificate (GED) No Commisssion 40.00 hours per week / Day Shift /Full-Time...
Senior Investment Analyst - Alternatives
- Berwyn, PA (3 miles from Radnor, PA)
- 19 days ago
- Berwyn, PA (3 miles from Radnor, PA)
- 19 days ago
funds, separately managed accounts, and ETFs....
Senior Solutions Consultant- Investment Management
- Oaks, PA (5 miles from Radnor, PA)
- 21 days ago
- Oaks, PA (5 miles from Radnor, PA)
- 21 days ago
The Senior Solutions Consultant works within the SWP Solutions Consulting Team that plays a critical role in client and prospect transformation as well as the SEI Wealth Platform business...
Senior Investment Analyst - Private Asset Team
- Oaks, PA (5 miles from Radnor, PA)
- 21 days ago
- Oaks, PA (5 miles from Radnor, PA)
- 21 days ago
At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their...
Specialist, Investment Strategies Analyst (Hybrid, Radnor, PA ONLY)
- Radnor, PA
- 21 days ago
- Radnor, PA
- 21 days ago
This exceptional opportunity is ideal for professionals with 1-3 years of investment experience who seek a balance of client interaction, investment analysis, and creative storytelling....
Demographic Data for Radnor, PA
Moving to Radnor, PA? Find some basic demographic data about Radnor, PA below.
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Salary for Investment Banking Specialist Jobs in Radnor, PA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Radnor, 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
- Equity Research
- Bloomberg Terminal
- FactSet
- Alternative Investments
- Financial Planning
- Equities
- Derivatives
- Estate Planning
- Financial Modeling
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Wealth Management
- Fixed Income
- Capital Markets
- Valuation
- Investment Banking
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Market Research
- Asset Management
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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