Investment Banking Specialist Jobs in San Jose, 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.
Principal / Sr Principal Government Property and Asset Management Analyst
- Sunnyvale, CA (7 miles from San Jose, CA)
- 17 days ago
- Sunnyvale, CA (7 miles from San Jose, CA)
- 17 days ago
RELOCATION ASSISTANCE: Relocation assistance may be availableCLEARANCE TYPE: NoneTRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work...
Investment Consultant - San Jose, CA
- Milpitas, CA (6 miles from San Jose, CA)
- 22 days ago
- Milpitas, CA (6 miles from San Jose, CA)
- 22 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 Banking Analyst/Associate - Life Sciences
- Santa Clara, CA (3 miles from San Jose, CA)
- 28 days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 28 days ago
banking or corporate development Strong financial modeling and analytical skills Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint High level of attention to detail and strong...
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...
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Investment Analyst Intern 102808
- Palo Alto, CA (15 miles from San Jose, CA)
- 29 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 29 days ago
What the Role Entails Responsibilities: Assisting in industry research projects and preparing business analysis reports; Tracking market trends and identifying potential investment opportunities;...
Investment Director - Alternatives/Private Equity
- Pleasanton, CA (20 miles from San Jose, CA)
- 90+ days ago
- Pleasanton, CA (20 miles from San Jose, CA)
- 90+ days ago
Minimum Qualifications: Minimum eight (8) years experience working with investment and portfolio analysis, reporting or financial modeling....
Demographic Data for San Jose, CA
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Salary for Investment Banking Specialist Jobs in San Jose, CA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in San Jose, 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
- 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
- Asset Management
- Mergers & Acquisitions
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- 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
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