Investment Banking Specialist Jobs in Racine, WI
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.
- Milwaukee, WI (22 miles from Racine, WI)
- 5 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 5 days ago
funds and alternative investment products....
- Kansasville, WI (17 miles from Racine, WI)
- 6 days ago
- Kansasville, WI (17 miles from Racine, WI)
- 6 days ago
A focus in finance, accounting or economics is preferred. 4+ years of investment analysis and market research experience. Prior Bloomberg terminal experience preferred....
Investment Consultant - Milwaukee, WI
- Milwaukee, WI (22 miles from Racine, WI)
- 16 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 16 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 (Group Benefits Admin)
- Milwaukee, WI (22 miles from Racine, WI)
- 20 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 20 days ago
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
Experienced Investment Banking Associate - Industrial (Milwaukee, WI)
- Milwaukee, WI (22 miles from Racine, WI)
- 60+ days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 60+ days ago
Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business...
Investment Analyst - Private Debt & Equity
- Milwaukee, WI (22 miles from Racine, WI)
- 90+ days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 90+ days ago
Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI (22 miles from Racine, WI)
- 90+ days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 90+ days ago
/or relevant project experience A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, strong financial modeling skills...
Demographic Data for Racine, WI
Moving to Racine, WI? Find some basic demographic data about Racine, WI below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Investment Banking Specialist Jobs in Racine, WI
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Racine, WI 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
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »