Investment Banking Specialist Jobs in Scottsdale, AZ
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.
Principal Property and Asset Management Analyst (Government and NEW
- Sun City, AZ (22 miles from Scottsdale, AZ)
- 1 day ago
- Sun City, AZ (22 miles from Scottsdale, AZ)
- 1 day ago
Principal Property and Asset Management Analyst (Government and Northrop Grumman Yesterday Secret Unspecified None Sun City, AZ (ON-SITE/OFFICE) RELOCATION ASSISTANCE: No relocation assistance...
Field Supervision Director - Investment Advisory
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 2 days ago
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 16-Apr-2025. The posting may close early due to the volume of applicants. Do you enjoy putting pieces together to understand the...
Business Enhanced Due Diligence Analyst - OFAC Sanctions
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 4 days ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 4 days ago
Overview This is a hybrid role that may only be hired in the following locations: Arizona and Texas SVB's First Line of Defense Enhanced Due Diligence Know Your Customer ("EDD KYC") team is...
Business Enhanced Due Diligence Analyst
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 7 days ago
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 7 days ago
Overview This is a remote role that may only be hired in the following locations: Arizona and Texas SVB's First Line of Defense Enhanced Due Diligence Know Your Customer ("EDD KYC") team is...
Remote WorkInvestment Consultant II - Merrill Premium
- Chandler, AZ (13 miles from Scottsdale, AZ)
- 8 days ago
- Chandler, AZ (13 miles from Scottsdale, AZ)
- 8 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 10 days ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 10 days ago
The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral opportunities to the Financial Advisor team....
Creative Account Director (Investment Banking)
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 26 days ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 26 days ago
Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the...
modeling skills, including a high degree of proficiency with Excel Bachelors in Real Estate, Finance, Economics, Accounting, or other analytical / quantitative fields Strong verbal communication and...
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 30+ days ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 30+ days ago
Insight Global is looking for an IT Asset Managment Analyst to work for a large financial customer of ours. This individual would be responsible for supporting the implementation, documentation,...
Senior Capital Markets Analyst
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 30+ days ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 30+ days ago
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkWealth Strategist Sales Associate
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 30+ days ago
- Phoenix, AZ (11 miles from Scottsdale, AZ)
- 30+ days ago
& Banking Partners / Preparation of new client documentation and legal agreements / Direct communication with prospective clients and their advisors / Onboarding of new clients / Maintaining the sales...
Wealth Management Investment Consultant
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 45+ days ago
- Tempe, AZ (7 miles from Scottsdale, AZ)
- 45+ days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans. RPCs will also support new business advisers in the sales...
Demographic Data for Scottsdale, AZ
Moving to Scottsdale, AZ? Find some basic demographic data about Scottsdale, AZ below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Scottsdale, AZ
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Scottsdale, AZ 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
- Client Relationships
- Financial Analysis
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Visual Basic for Applications
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Written Communication
- Verbal Communication
- Presentation
- Collaboration
- Documentation
- Flexibility
- Reporting
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Organization
- Research Skills
- Leadership
- Communication Skills
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