Investment Banking Specialist Jobs in Fort Mill, SC
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 Banking Associate, Debt Capital Markets
- Charlotte, NC (14 miles from Fort Mill, SC)
- 1 day ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 1 day ago
Prepare valuation materials for public and private companies utilizing various methodologies including comparable company, discounted cash flow, leveraged buyout and precedent transaction analysis....
Real Estate Investment Analyst- Community Investments
- Charlotte, NC (14 miles from Fort Mill, SC)
- 3 days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 3 days ago
Prepare investment bids based on financial model and pricing guidance for review by internal staff....
Investment Analyst Real Estate
- Charlotte, NC (14 miles from Fort Mill, SC)
- 5 days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 5 days ago
Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork...
Internal Alternative Investment Consultant
- Charlotte, NC (14 miles from Fort Mill, SC)
- 6 days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 6 days ago
investment products or other investment products Experience with Alternative Investment Solutions and Platforms Experience building relationships and communicating effectively with business partners...
TEKsystems is looking for IT Asset Managment for one of our top clients in the Charlotte, NC area in a fast paced environment. They offer stability, growth, updated technology and more. See the...
IT Asset Management Analyst - Intermediate Title: IT Asset Management Analyst Contract: 12 months with possiblities of extension Location: Fort Mill, SC Pay Range: $25.00 to $28.00/hr Job...
2026 Corporate & Investment Banking Associate Program - Early Careers
- Charlotte, NC (14 miles from Fort Mill, SC)
- 12 days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 12 days ago
2026 Investment Banking Associate Program Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000...
Intrepid Investment Advisors - 2026 Investment Banking Analyst - Charlotte
- Charlotte, NC (14 miles from Fort Mill, SC)
- 16 days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 16 days ago
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client...
Remote WorkInvestment Consultant II - Merrill Premium Investment Consultant II - Merrill Premium
- Charlotte, NC (14 miles from Fort Mill, SC)
- 20 days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 20 days ago
Investment Consultant II - Merrill Premium Bank of America 3.2 ( ) Charlotte, NC Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
U.S. Private Bank - Investment Specialist - Vice President
- Charlotte, NC (14 miles from Fort Mill, SC)
- 28 days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 28 days ago
investments Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach...
Investment Banking Associate IT Services
- Charlotte, NC (14 miles from Fort Mill, SC)
- 30+ days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 30+ days ago
models, marketing materials, internal and external presentations, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions....
Investment Banking Associate, Technology
- Charlotte, NC (14 miles from Fort Mill, SC)
- 30+ days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 30+ days ago
Location: 5935 Carnegie Boulevard - Charlotte, North Carolina 28209 Job Description The Associate in KeyBanc Capital Markets (KBCM) actively work with industry bankers and product groups in...
Investment Consultant II - Merrill Premium
- Charlotte, NC (14 miles from Fort Mill, SC)
- 30+ days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 30+ 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...
- Charlotte, NC (14 miles from Fort Mill, SC)
- 45+ days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 45+ days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Investment Banking Analyst/Associate, Consumer & Retail (Multi-Unit Franchise)
- Charlotte, NC (14 miles from Fort Mill, SC)
- 60+ days ago
- Charlotte, NC (14 miles from Fort Mill, SC)
- 60+ days ago
Primary responsibilities include: Managing and assisting with the preparation of financial models and business valuations Supporting junior and senior team members in developing new business ideas,...
Demographic Data for Fort Mill, SC
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Fort Mill, SC
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Fort Mill, SC 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
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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