Investment Banking Specialist Jobs in Wayne, 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 Wayne, PA)
- 1 day ago
- Philadelphia, PA (14 miles from Wayne, 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 (14 miles from Wayne, PA)
- 1 day ago
- Philadelphia, PA (14 miles from Wayne, PA)
- 1 day 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 (14 miles from Wayne, PA)
- 2 days ago
- Philadelphia, PA (14 miles from Wayne, 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...
Wealth Strategist - PNC Private Bank
- Philadelphia, PA (14 miles from Wayne, PA)
- 6 days ago
- Philadelphia, PA (14 miles from Wayne, 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 Work- Philadelphia, PA (14 miles from Wayne, PA)
- 10 days ago
- Philadelphia, PA (14 miles from Wayne, PA)
- 10 days ago
We are seeking a highly motivated and experienced Investment Banking Associate to join our Infrastructure Investment Banking team....
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 WorkAlternate 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 (14 miles from Wayne, PA)
- 14 days ago
- Philadelphia, PA (14 miles from Wayne, 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....
Investment Consultant, Senior Specialist - ADICS5001
- Malvern, PA (6 miles from Wayne, PA)
- 23 days ago
- Malvern, PA (6 miles from Wayne, PA)
- 23 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 (14 miles from Wayne, PA)
- 30+ days ago
- Philadelphia, PA (14 miles from Wayne, 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...
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 (14 miles from Wayne, PA)
- 60+ days ago
- Philadelphia, PA (14 miles from Wayne, 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 (5 miles from Wayne, PA)
- 60+ days ago
- Conshohocken, PA (5 miles from Wayne, PA)
- 60+ days ago
investments....
Director - Investment Compliance and Risk
- Philadelphia, PA (14 miles from Wayne, PA)
- 90+ days ago
- Philadelphia, PA (14 miles from Wayne, 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...
MSIM- Private Equity Solutions- Investment Analyst
- Conshohocken, PA (5 miles from Wayne, PA)
- 90+ days ago
- Conshohocken, PA (5 miles from Wayne, PA)
- 90+ days ago
research analysts, management teams and private equity sponsors Supporting investment sourcing, client service requests, and portfolio monitoring and other organizational processes QUALIFICATIONS:...
Demographic Data for Wayne, PA
Moving to Wayne, PA? Find some basic demographic data about Wayne, PA below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Investment Banking Specialist Jobs in Wayne, PA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Wayne, 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
- Fundraising
- 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
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »