Investment Banking Specialist Jobs in Tennessee
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.

- Universal Development & Construction LLC
- Johnson City, TN
- 14 days ago
- Universal Development & Construction LLC
- Johnson City, TN
- 14 days ago
Capital market, investment, loan, refinance experience and financial modeling. Development, construction, and lease-up experience. Budgeting, revenue management, and expense control experience....
Retail Investment Specialist Ascend Federal Credit Union United States, Tennessee, Tullahoma Jun 11, 2025 Retail Investment Specialist Category Certificates Job Locations US-TN-Tullahoma Job ID...
Disciplina is an Outsourced Chief Investment Office that utilizes a multi-asset and multi-investment manager investment strategy across traditional (global equities and fixed income) and...
Asset Management Analyst, Neurodiverse Solutions
- Nashville, TN
- 10 days ago
- Nashville, TN
- 10 days ago
Job ID Number** R5409 **Employment Type** Full time **Worksite Flexibility** Remote **Job Summary** We are looking for a motivated Asset Management Analyst ready to take us to the next level! If...
Advanced knowledge of Excel is required - including ability to model discounted cash flows as well as complex debt and partnership structures....
Corporate & Investment Banking - Associate - Healthcare Services
- Nashville, TN
- 30+ days ago
- Nashville, TN
- 30+ days ago
Job Summary Performs a wide variety of complex data analytics and financial modeling to support the overall business development strategies of the assigned industry Corporate - Investment Banking team...
Corporate & Investment Banking - Associate - Credit Products - Healthcare Services
- Nashville, TN
- 30+ days ago
- Nashville, TN
- 30+ days ago
Strong analytical and financial modeling ability....
Corporate & Investment Banking - Analyst - Healthcare Services
- Nashville, TN
- 30+ days ago
- Nashville, TN
- 30+ days ago
This includes the preparation of detailed financial models, pitches, offering memoranda and other presentations....
models Excellent problem-solving skills, documentation skills and ability to thrive in a fast-paced environment #LI-LR1 #LI-Onsite ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500...
Pediatric Clinic Director / Investing Partner (PT, OT, SLP)
- Morristown, TN
- 90+ days ago
- Morristown, TN
- 90+ days ago
State of Location: New Jersey Position Summary: Our Clinic Directors oversee all aspects of the clinic operations, manage clinical and non-clinical staff, and support clinicians to provide our...
Demographic Data for Tennessee
Moving to Tennessee? Find some basic demographic data about Tennessee below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in Tennessee
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Tennessee 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
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Strategy Development
- Analytical Skills
- Implementation
- Consulting
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Mentoring
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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