Investment Banking Specialist Jobs
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.
Due Diligence Analyst The Due Diligence Investigations group provides discreet investigative support to various Fidelity business units to identify, mitigate and manage risk associated with...
Information Analyst 9 Months Stockton, CA 95206 (100% remote) W2 Only *LOCAL CANDIDATES ONLY*, (there may be times where they have to come into the office. We are open to workers in the bay area)...
Remote WorkQualifications: Minimum of 3 years of investment banking experience. Background in the industrial sector is a plus but not required. Strong analytical and financial modeling skills....
Wealth Management Investment Solutions, Investments Due Diligence, Analyst
- New York, NY
- 6 hours ago
- New York, NY
- 6 hours ago
The Manager Solutions Team oversees over $600bn in assets invested in mutual funds, ETFs, and SMAs....
The ideal candidate will have 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance....
Financial Analysis: Conduct financial modeling and analysis to evaluate investment opportunities, forecast returns, and assess property performance....
Use corporate finance frameworks to construct and modify corporate balance sheet, cash flow, and discounted cash flow valuation models....
Investment Analyst. Draft investment memorandums for presentation to the firm's global investment committee, providing critical financial and strategic analysis on potential investment...
Candidates should possess a strong knowledge of Microsoft Excel, Word and PowerPoint as well as exceptional financial modeling, writing and communication skills....
Senior Financial Advisor & Senior Investment Analyst
- Asheville, NC
- 7 hours ago
- Asheville, NC
- 7 hours ago
This dual-role position requires expertise in financial planning, investment analysis, and portfolio management while maintaining a client-first mindset....
Director, Investment & Activation New York PHD is a global communications planning and media buying agency network delivering smart strategic thinking and creative innovation for the world's...
Software Asset Management Analyst#24-28101 $38-$40 per hour Reston, VA All On-site Job Description Position Title: Software Asset Management Analyst Location: Onsite in Reston, VA (Fully On-Site)...
Investment Banking Associate, Healthcare (Biotech and Specialty Pharma)
- New York, NY
- 8 hours ago
- New York, NY
- 8 hours ago
PRIMARY RESPONSIBILITIES: Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions Perform financial valuation, discounted cash flow, pro...
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...
modeling skills including thorough knowledge of Excel, and ARGUS a plus Proficiency in MS Outlook and Word, ability to learn Salesforce and other company software as needed Proven written and oral...
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs Nationwide
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists 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
- FactSet
- Alternative Investments
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Client Relationships
- Private Equity
- Financial Analysis
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- Presentation
- Verbal Communication
- Flexibility
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
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