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.
Investment Consultant - Mission Viejo, CA
- Mission Viejo, CA
- moments ago
- Mission Viejo, CA
- moments 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...
You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)....
- New York, NY
- moments ago
- New York, NY
- moments ago
banking products and services for large-cap and mid-cap corporates and financial sponsors....
Application Deadline: 05/01/2025 Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO Job Family Group: Wealth Sales & Service Language Requirements for role: Strong verbal and written language...
Remote WorkWealth Management The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to cultivate and grow client relationships within...
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
- 9 hours ago
- New York, NY
- 9 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
- 10 hours ago
- Asheville, NC
- 10 hours ago
This dual-role position requires expertise in financial planning, investment analysis, and portfolio management while maintaining a client-first mindset....
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 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
- 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
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 »