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.
years of M&A investment banking, private equity, or transaction advisory experience within the healthcare space At least 2 years of sell-side M&A experience Financial modeling experience, including...
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...
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Remote WorkWhat You'll Do Join a dynamic team at the forefront of global investment risk management. As an Investment Risk Manager, you’ll play a key role in shaping and executing our second-line risk...
Senior Director, Wealth Management Regional Leadership - Market
- Chicago, IL
- 1 hour ago
- Chicago, IL
- 1 hour ago
Senior Director, Market President Chicago At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we...
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Investment Banking Associates are an integral part of the Investment Banking team....
IT Systems Administration / Director, Wealth Management Client
- New York, NY
- 3 hours ago
- New York, NY
- 3 hours ago
IT Systems Administration / Director Wealth Management Client Midtown- Hybrid Long term contract and possible Contract to hire Role Summary Our Wealth Management client is seeking a Director of IT...
Job Details Level : Entry Job Location : Denver, CO Position Type : Full Time Salary Range : $80000.00 - $95000.00 Salary/year Description At McWhinney, we do real estate differently. As an...
funds, Exchange Traded Funds and other investments Participate actively in client meetings and marketing events Capture and document recommendations and key decisions Document conversations with clients...
Overview This position supports the company’s efforts in analyzing capital markets, tracking origination activity, supporting mortgage pricing operations, and purchasing assets through the...
Job Title: Investment Banking Analyst/Associate Location: Birmingham, Michigan Overview: Our client is a leading boutique investment bank seeking a highly motivated Investment Banking Analyst or Associate...
Conduct financial analysis and due diligence on AI technologies. Assess and evaluate target companies to test feasibility in line with SK Telecom's investment objective and present the findings to...
Develop financial models for asset-based lending facilities to evaluate feasibility/solvency, cash flow profile, debt service requirements, and compliance with financial covenants....
IT Asset Management AnalystWe are searching for an IT Asset Management Analyst to join our team! Thisis a full-time, non-exempt, 6-month position based in Golden, CO. Theposition is hybrid with...
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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Financial Analysis
- Client Relationships
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Visual Basic for Applications
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Market Research
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Written Communication
- Verbal Communication
- Presentation
- Documentation
- Flexibility
- Reporting
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Organization
- Research Skills
- Leadership
- Communication Skills
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