Investment Banking Specialist Jobs in Pennsylvania
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.
Compliance Analyst - Investment Advisory Compliance
- Philadelphia, PA
- 2 days ago
- Philadelphia, PA
- 2 days ago
Compliance Analyst-Investment Advisory Compliance The position’s main responsibilities involve supporting the Investment Advisory CCO in the development, implementation and maintenance of Janney...
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...
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...
Builds financial models to determine a borrower's ability to repay its debt and to evaluate various financing alternatives....
Company description PHM is the leading health media agency in the US. We are designed for-and dedicated to-delivering best-in-class solutions that connect people with meaningful health and...
The Opportunity MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative...
Remote WorkVice President/Director, After-Tax Wealth Strategist & Investment Strategist
- Philadelphia, PA
- 7 days ago
- Philadelphia, PA
- 7 days ago
modelling skills For New York, NY Only the salary range for this position is USD$155,000.00 - USD$210,000.00....
Vice President/Director, Investment Strategist
- Philadelphia, PA
- 7 days ago
- Philadelphia, PA
- 7 days ago
About this role** **Team Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income,...
investments....
The investment analysis will include financial statement analysis, evaluation of covenant structures, financial modeling, comparable company analysis as well as assessment of industry, transaction structure...
Advanced proficiency in Microsoft Excel, with the ability to create and maintain complex financial models, analyze data and present insights....
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...
Analyst, Investment Accounting Operations (remote Consideration)
- Radnor, PA
- 26 days ago
- Radnor, PA
- 26 days ago
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid/Common Days+ : Work 2-3...
Remote Workand 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
- 27 days ago
- Philadelphia, PA
- 27 days ago
Experience researching new transaction types/structures and developing pro-forma impact to financial models....
Demographic Data for Pennsylvania
Moving to Pennsylvania? Find some basic demographic data about Pennsylvania below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in Pennsylvania
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Pennsylvania 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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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