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.
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...
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...
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...
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...
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...
Job Details Accounting / Finance Investment Analyst Bethlehem, PA Job Description Job ID#: 115336 Category: Accounting / Finance Job Type: Permanent Branch: Morrisville Salary: $ 65000.00 - $...
Junior Software Asset Management Analyst You will work closely with Change Management, IT Vendor Management, Procurement, Infrastructure and Operations teams to help maintain the day-to-day...
U.S. Private Bank - Wealth Strategist - Executive Director
- Philadelphia, PA
- 6 days ago
- Philadelphia, 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...
modeling skills and experience in Excel Strong interpersonal and communication skills Clear, concise writing skills Exposure to enterprise software preferred but not required...
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...
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....
Allied is seeking an Investment Analyst for an established Lehigh Valley financial services firm. This direct hire career opportunity offers the chance to work for a progressive, growing company...
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...
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...
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...
Demographic Data for Pennsylvania
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Investment Banking Specialist Online Courses and Training Opportunities
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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
- 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
- Flexibility
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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