Investment Banking Specialist Jobs in Burlingame, CA
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 Banking Analyst - Software / AI - Elite Boutique
- San Francisco, CA (14 miles from Burlingame, CA)
- 3 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 3 days ago
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Investment Banking Associate - Tech M&A
- San Francisco, CA (14 miles from Burlingame, CA)
- 4 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 4 days ago
Investment Banking Associates are an integral part of the Investment Banking team....
- San Francisco, CA (14 miles from Burlingame, CA)
- 6 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 6 days ago
Prior experience developing financial models and analyzing financial statements....
Financial Services Analyst 3 (4628U), Disbursements Office - 77475
- Berkeley, CA (21 miles from Burlingame, CA)
- 6 days ago
- Berkeley, CA (21 miles from Burlingame, CA)
- 6 days ago
Financial Services Analyst 3 (4628U), Disbursements Office - 77475 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome...
Remote Work- Berkeley, CA (21 miles from Burlingame, CA)
- 8 days ago
- Berkeley, CA (21 miles from Burlingame, CA)
- 8 days ago
Financial Services Analyst 3 (4628U), Disbursements Office - 77475 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome...
Remote Work- Palo Alto, CA (14 miles from Burlingame, CA)
- 8 days ago
- Palo Alto, CA (14 miles from Burlingame, CA)
- 8 days ago
Business Unit Corporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation...
Investment Banker - Healthcare (MedTech) - Vice President
- San Francisco, CA (14 miles from Burlingame, CA)
- 9 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 9 days ago
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise....
Investment Banker - Healthcare (MedTech) - Vice President
- San Francisco, CA (14 miles from Burlingame, CA)
- 11 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 11 days ago
As a Vice President in Investment Banking, youll have experience developing strong relationships with corporates and financial institution clients and working across different products....
Senior Analyst, Investment North America San Francisco, CA
- San Francisco, CA (14 miles from Burlingame, CA)
- 13 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 13 days ago
banking, management consulting, private equity investing, or similarly highly analytical and demanding roles with a focus on rigorous financial modeling Outstanding communication and interpersonal...
- San Francisco, CA (14 miles from Burlingame, CA)
- 16 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 16 days ago
Primary Duties and Responsibilities: Prepare and update financial models in Excel and/or Argus for existing assets and developments, including sensitivity analyses, various leverage structures and joint...
Director, Wealth Management Coaching & Consulting - San Francisco Peninsula Region
- San Francisco, CA (14 miles from Burlingame, CA)
- 17 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 17 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Property and Asset Management Analyst - Level 2/3 (DoD SkillBridge)
- Sunnyvale, CA (22 miles from Burlingame, CA)
- 18 days ago
- Sunnyvale, CA (22 miles from Burlingame, CA)
- 18 days ago
RELOCATION ASSISTANCE: No relocation assistance availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on...
Investment Consultant - Menlo Park, CA
- Menlo Park, CA (12 miles from Burlingame, CA)
- 19 days ago
- Menlo Park, CA (12 miles from Burlingame, CA)
- 19 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Investment Analyst (Project Finance), Mobility
- San Francisco, CA (14 miles from Burlingame, CA)
- 22 days ago
- San Francisco, CA (14 miles from Burlingame, CA)
- 22 days ago
Translate financial model outputs into automated reporting backend with our IT and process teams Continuously improve upon existing processes and models and perform QA/QC across project financial modeling...
- Foster City, CA (5 miles from Burlingame, CA)
- 24 days ago
- Foster City, CA (5 miles from Burlingame, CA)
- 24 days ago
WHY MIDPEN At MidPen, we build communities that change lives. Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish...
Demographic Data for Burlingame, CA
Moving to Burlingame, CA? Find some basic demographic data about Burlingame, CA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Burlingame, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Burlingame, CA 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
- Restructuring
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Client Relationships
- Financial Services
- Quantitative Analysis
- 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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