Investment Banking Specialist Jobs in Mclean, VA
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 - Arlington, VA
- Arlington, VA (4 miles from Mclean, VA)
- 3 days ago
- Arlington, VA (4 miles from Mclean, VA)
- 3 days ago
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...
Financial Services Analyst, Operations (# JR102277)
- College Park, MD (13 miles from Mclean, VA)
- 4 days ago
- College Park, MD (13 miles from Mclean, VA)
- 4 days ago
Financial Services Analyst, Operations (# JR102277) University of Maryland, College Park in College Park, MD Apply Now Type: Full-Time Salary: $73,520.00 - 88,224.00 Posted: 08/22/2025 Application...
Financial Services Analyst, Operations - DIT / UMD, JR102277
- Berwyn Heights, MD (13 miles from Mclean, VA)
- 4 days ago
- Berwyn Heights, MD (13 miles from Mclean, VA)
- 4 days ago
Financial Services Analyst, Operations Position #:JR102277This position is available within the University of Maryland s Division of Information Technology (DIT).The Division of Information...
Financial Services Analyst, Operations
- College Park, MD (13 miles from Mclean, VA)
- 6 days ago
- College Park, MD (13 miles from Mclean, VA)
- 6 days ago
Summary Organization's Summary Statement: This position is available within the University of Marylands Division of Information Technology (DIT). The Division of Information Technology (DIT) is...
U.S. Private Bank - Wealth Strategist - Executive Director
- Washington, DC (7 miles from Mclean, VA)
- 6 days ago
- Washington, DC (7 miles from Mclean, VA)
- 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...
- Washington, DC (7 miles from Mclean, VA)
- 7 days ago
- Washington, DC (7 miles from Mclean, VA)
- 7 days ago
This Investment Banking Associate will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios....
Senior IT Asset Management Analyst
- Falls Church, VA (4 miles from Mclean, VA)
- 10 days ago
- Falls Church, VA (4 miles from Mclean, VA)
- 10 days ago
What it's like to be part of a team that's shaping the future of technology and innovation? At BAE Systems, it's about being part of a dynamic and collaborative environment where you can make a...
Senior Analyst, Investment Finance & Reporting
- Tysons Corner, VA (3 miles from Mclean, VA)
- 11 days ago
- Tysons Corner, VA (3 miles from Mclean, VA)
- 11 days ago
Position Summary: The Senior Analyst, Investment Finance & Reporting will be responsible for completing financial modeling, dashboards, accounting, reporting and other activities related to Alarm.com's...
Lead Alternative Investment Consultant
- Washington, DC (7 miles from Mclean, VA)
- 13 days ago
- Washington, DC (7 miles from Mclean, VA)
- 13 days ago
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...
IT Asset Management Analyst II
- Falls Church, VA (4 miles from Mclean, VA)
- 16 days ago
- Falls Church, VA (4 miles from Mclean, VA)
- 16 days ago
What it's like to be part of a team that's shaping the future of technology and innovation? At BAE Systems, it's about being part of a dynamic and collaborative environment where you can make a...
Description SAIC, a leading provider of systems development & deployment, targeting & intelligence analysis, systems engineering & integration, and training capabilities and solutions for the...
- Bethesda, MD (4 miles from Mclean, VA)
- 19 days ago
- Bethesda, MD (4 miles from Mclean, VA)
- 19 days ago
Job Description Description SAIC, a leading provider of systems development & deployment, targeting & intelligence analysis, systems engineering & integration, and training capabilities and...
- Arlington, VA (4 miles from Mclean, VA)
- 26 days ago
- Arlington, VA (4 miles from Mclean, VA)
- 26 days ago
modeling, forecasting, and risk assessment techniques Experience building scenario models, supporting capacity forecasts, and identifying data-driven improvements Passionate about translating business...
Investment Banking - Mid-Cap Investment Banking - Associate
- Washington, DC (7 miles from Mclean, VA)
- 30+ days ago
- Washington, DC (7 miles from Mclean, VA)
- 30+ days ago
Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented....
- Bethesda, MD (4 miles from Mclean, VA)
- 30+ days ago
- Bethesda, MD (4 miles from Mclean, VA)
- 30+ days ago
Function: The Capital Investment Analyst is responsible for supporting the capital improvement/ renovation reporting and analysis process for RLJ Lodging Trust. This individual supports the Design...
Demographic Data for Mclean, VA
Moving to Mclean, VA? Find some basic demographic data about Mclean, VA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Mclean, VA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Mclean, VA 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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