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 Analyst/Associate Our client is a leading growth equity firm that focuses on high-growth software, internet, and business services investments. They are seeking an investment...
Investment Analyst - Direct Hire - New Opening!
- Bethlehem, PA
- 21 hours ago
- Bethlehem, PA
- 21 hours ago
Allied Personnel Services is seeking candidates for an Investment Analyst opening! This direct hire opportunity offers the chance to work for a progressive, growing company that prides themselves...
Overview Susquehanna Growth Equity (SGE) is a leading growth equity firm focused on high growth software, internet and business services investments in the United States, Europe, and Israel. Since...
Investment Analyst Location: Bethlehem, PA General Position Summary: Provide internal servicing and performance reporting for institutional and high net worth private clients while providing...
Company Overview: Tourmaline Capital Partners, LLC (TCP) is a Philadelphia-based, vertically integrated real estate private equity firm formed in early 2021 that acquires, operates, and develops...
Fixed Income Investment Risk Analyst, Senior Specialist
- Malvern, PA
- 2 days ago
- Malvern, PA
- 2 days ago
Provides investment risk management expertise and analysis across fixed income funds in a global environment. Implements investment risk management systems and strategies that align with the...
MSIM- Private Equity Solutions- Investment Analyst
- Conshohocken, PA
- 4 days ago
- Conshohocken, PA
- 4 days ago
DESCRIPTION: Investment professionals at the Analyst level work closely with senior investment professionals on 4-5 person deal teams and are responsible for investment analysis, research, and investment...
Candidates should possess a strong knowledge of Microsoft Excel, Word and PowerPoint as well as exceptional financial modeling, writing and communication skills....
Vendor Management Director- Investment Management Group
- Malvern, PA
- 7 days ago
- Malvern, PA
- 7 days ago
As the Vendor Management Director for our Investment Management Group (IMG), you will play a critical role in ensuring that IMG remains at the forefront of the industry by cultivating...
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkCompliance Analyst - Investment Advisory Compliance
- Philadelphia, PA
- 13 days ago
- Philadelphia, PA
- 13 days ago
Compliance Analyst - Investment Advisory Compliance Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #12057 Thursday, March 6, 2025 Janney is...
Investment Analyst - Institutional Defined Contribution
- Pittsburgh, PA
- 15 days ago
- Pittsburgh, PA
- 15 days ago
Preferred experience/skills: Investment due diligence Experience with attribution analysis to prepare written analysis followed by writing commentary Experience with mutual funds, CIT's or other investments...
What you'll be doing Collects, interprets, and analyzes complex data across mutual funds and private market funds to support management decisions and improve inefficiencies....
Investment Analyst - Institutional Defined Contribution
- Philadelphia, PA
- 16 days ago
- Philadelphia, PA
- 16 days ago
Preferred experience/skills: Investment due diligence Experience with attribution analysis to prepare written analysis followed by writing commentary Experience with mutual funds, CITs or other investments...
Asset Management Analyst- Renewable Energy- Solar
- Philadelphia, PA
- 19 days ago
- Philadelphia, PA
- 19 days ago
At Aggreko, we provide energy solutions so communities can thrive, and businesses can grow. We bring power, heat, and cooling to customers and communities wherever they need it. We are hiring an...
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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
- FactSet
- Alternative Investments
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Client Relationships
- Financial Analysis
- Investment Management
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- Presentation
- Verbal Communication
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
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