Investment Banking Specialist Jobs in Warrington, 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 (20 miles from Warrington, PA)
- 1 day ago
- Philadelphia, PA (20 miles from Warrington, PA)
- 1 day 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 (20 miles from Warrington, PA)
- 2 days ago
- Philadelphia, PA (20 miles from Warrington, PA)
- 2 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...
Investment Operations Associate JKJ Financial Services
- Newtown, PA (9 miles from Warrington, PA)
- 2 days ago
- Newtown, PA (9 miles from Warrington, PA)
- 2 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...
Operations Specialist - Investment Operations
- Philadelphia, PA (20 miles from Warrington, PA)
- 2 days ago
- Philadelphia, PA (20 miles from Warrington, 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...
Senior Regional Director, Wealth Management
- Trenton, NJ (21 miles from Warrington, PA)
- 2 days ago
- Trenton, NJ (21 miles from Warrington, PA)
- 2 days ago
The Opportunity We're looking to a hire a Senior Regional Director, Wealth Management to join our team. You'll work directly with the Head of Business Development to develop and execute a...
Remote WorkDivisional Managed Investment Consultant Analyst
- Pennington, NJ (19 miles from Warrington, PA)
- 4 days ago
- Pennington, NJ (19 miles from Warrington, PA)
- 4 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Wealth Strategist - PNC Private Bank
- Philadelphia, PA (20 miles from Warrington, PA)
- 6 days ago
- Philadelphia, PA (20 miles from Warrington, PA)
- 6 days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Remote WorkConsumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
- Pennington, NJ (19 miles from Warrington, PA)
- 6 days ago
- Pennington, NJ (19 miles from Warrington, PA)
- 6 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
- Philadelphia, PA (20 miles from Warrington, PA)
- 11 days ago
- Philadelphia, PA (20 miles from Warrington, PA)
- 11 days ago
We are seeking a highly motivated and experienced Investment Banking Associate to join our Infrastructure Investment Banking team....
Analyst, Investment Accounting Operations
- Trenton, NJ (21 miles from Warrington, PA)
- 11 days ago
- Trenton, NJ (21 miles from Warrington, PA)
- 11 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...
Remote WorkAnalyst, Investment Accounting Trade Operations
- Trenton, NJ (21 miles from Warrington, PA)
- 11 days ago
- Trenton, NJ (21 miles from Warrington, PA)
- 11 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...
Remote WorkAnalyst, Investment Accounting Trade Operations
- Radnor, PA (19 miles from Warrington, PA)
- 12 days ago
- Radnor, PA (19 miles from Warrington, PA)
- 12 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 (19 miles from Warrington, PA)
- 12 days ago
- Radnor, PA (19 miles from Warrington, PA)
- 12 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 (20 miles from Warrington, PA)
- 14 days ago
- Philadelphia, PA (20 miles from Warrington, PA)
- 14 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....
Patient Financial Services Analyst
- Flemington, NJ (23 miles from Warrington, PA)
- 20 days ago
- Flemington, NJ (23 miles from Warrington, PA)
- 20 days ago
+ Performs various system functions relating to software and hardware in the department. Liaison between systems in the office, our I.S. Department and the systems vendor, when needed. Primary...
Demographic Data for Warrington, PA
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Warrington, PA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Warrington, 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
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Mentoring
- 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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