Investment Banking Specialist Jobs in Dana Point, 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.
- Newport Beach, CA (13 miles from Dana Point, CA)
- 2 days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 2 days ago
Make an impact Create and manage financial models for acquisitions, financing, construction draws, new lease analysis, and investor reporting utilizing both Argus and Excel models....
- Newport Beach, CA (13 miles from Dana Point, CA)
- 9 days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 9 days ago
YOUR IMPACT Are you a quick-thinking self-starter with a passion for the all facets of personal financial, have the desire to work closely with high net worth individuals and the ability to think...
Director, Investment Accounting
- Newport Beach, CA (13 miles from Dana Point, CA)
- 23 days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 23 days ago
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. Its a big ask, but...
The Analyst will be responsible for financial modeling and analysis, investment memos, market research and due diligence activities on acquisition and development opportunities for the company....
Experienced Investment Banking Analyst, Financial Institutions Group
- Irvine, CA (20 miles from Dana Point, CA)
- 90+ days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 90+ days ago
Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Technology Group....
Demographic Data for Dana Point, CA
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Salary for Investment Banking Specialist Jobs in Dana Point, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Dana Point, 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
- 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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