Investment Banking Specialist Jobs in Wisconsin
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.
What you will do Johnson Controls is hiring! We are seeking a Senior Software Asset Management (SAM) Analyst will be responsible for managing and optimizing the organizations global software...
Remote WorkInvestment Analyst Intern - Private Debt & Equity, Summer 2026
- Bayside, WI
- 4 days ago
- Bayside, WI
- 4 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...
Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...
Remote WorkAlternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home...
Remote WorkPediatric Clinic Director / Investing Partner (PT, OT, or SLP)
- La Crosse, WI
- 12 days ago
- La Crosse, WI
- 12 days ago
State of Location: Wisconsin Position Summary: Join Ivy Rehab's dedicated team where you're not just an employee, but a valued teammate! Together, we provide world-class care in physical therapy,...
Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity\......
JOB REQUIREMENTS: Description Be Yourself. Build Your Career. Be Exceptional Together. At Werner Electric Supply, we\'re more than an electrical distributor - we\'re a community that empowers...
Prior Bloomberg terminal experience preferred. Strong communication skills. Benefits Complete health insurance coverage and 401(k) with 6% employer match that starts day one!...
Experienced Investment Banking Associate - Industrial (Milwaukee, WI)
- Milwaukee, WI
- 29 days ago
- Milwaukee, WI
- 29 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...
Experienced Investment Banking Analyst - Industrial (Milwaukee, WI)
- Milwaukee, WI
- 29 days ago
- Milwaukee, WI
- 29 days ago
Assist in 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...
Be Yourself. Build Your Career. Be Exceptional Together. At Werner Electric Supply, we're more than an electrical distributor - we're a community that empowers people to grow, innovate, and truly...
JOB REQUIREMENTS: At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values...
Investment Consultant - Madison, WI Fidelity Investments - 4.0 Middleton, WI Job Details Estimated: $50.8K - $72.2K a year 1 day ago Benefits Tuition reimbursement Qualifications CFP Series 66...
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...
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...
Demographic Data for Wisconsin
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Wisconsin
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Wisconsin offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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