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.
Business Systems Analyst in Investment Management Technology
- Hartford, WI
- moments ago
- Hartford, WI
- moments ago
The Opportunity Our ideal Business Systems Analyst will be responsible for defining business and/or systems scope and objectives based on both user needs and a thorough understanding of industry...
Private Asset Administration Analyst, Investment Operations
- Hartford, WI
- moments ago
- Hartford, WI
- moments ago
Private Asset Administration Analyst Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity As a Private Asset Administration Analyst in our Investment Operations organization, you...
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...
JOB REQUIREMENTS: Senior Investment Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Take the lead in shaping Uline\'s investment strategy! As a Senior Investment...
Experienced Investment Banking Associate - Industrial (Milwaukee, WI)
- Milwaukee, WI
- 11 days ago
- Milwaukee, WI
- 11 days ago
As an Investment Banking Associate, you will: Play an integral role on investment banking teams, providing execution support to for public equity offerings, mergers and acquisitions and other financial...
Experienced Investment Banking Analyst - Industrial (Milwaukee, WI)
- Milwaukee, WI
- 11 days ago
- Milwaukee, WI
- 11 days ago
As an Investment Banking Analyst, you will: Play an integral role on investment banking teams, providing analytical support on mergers and acquisitions, public offerings and other financial advisory...
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...
funds and alternative investment products....
This is a full-time, in-person role based in Rhinelander, Wisconsin. JOB CHARACTERISTICS Job Level: Associate / Senior Associate Type of Position: Full Time Exempt Location: Rhinelander, WI...
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...
JOB REQUIREMENTS: Description Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of...
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...
The Opportunity MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative...
Remote WorkInvestment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI
- 90+ days ago
- Milwaukee, WI
- 90+ days ago
Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...
Demographic Data for Wisconsin
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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
- 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
- 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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