Investment Banking Specialist Jobs in Cottonwood Heights, UT
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 (Private Markets Energy, Mining, and Infrastructure)
- Salt Lake City, UT (17 miles from Cottonwood Heights, UT)
- 4 days ago
- Salt Lake City, UT (17 miles from Cottonwood Heights, UT)
- 4 days ago
Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or other related designations is preferred....
Specialist, Investment Integrity & Consulting - SLC Management
- Salt Lake City, UT (17 miles from Cottonwood Heights, UT)
- 6 days ago
- Salt Lake City, UT (17 miles from Cottonwood Heights, UT)
- 6 days ago
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of...
Specialist, Investment Operations
- Salt Lake City, UT (17 miles from Cottonwood Heights, UT)
- 7 days ago
- Salt Lake City, UT (17 miles from Cottonwood Heights, UT)
- 7 days ago
We focus exclusively on investment management for large institutional investors and individuals through separately managed accounts and various pooled vehicles including mutual funds....
- Lehi, UT (17 miles from Cottonwood Heights, UT)
- 7 days ago
- Lehi, UT (17 miles from Cottonwood Heights, UT)
- 7 days ago
About this Opportunity: The Investment Strategist - OCIO role will work within the Portfolio Strategy team to develop investment strategy, product selection and asset allocation recommendations as...
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance....
Wealth Strategist - Salt Lake City
- Salt Lake City, UT (17 miles from Cottonwood Heights, UT)
- 90+ days ago
- Salt Lake City, UT (17 miles from Cottonwood Heights, UT)
- 90+ days ago
Zions Bancorporation is one of the nations premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets....
Demographic Data for Cottonwood Heights, UT
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Cottonwood Heights, UT
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Cottonwood Heights, UT 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
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- 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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