Investment Banking Specialist Jobs in California

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.

1-15 of 84 Jobs

Investment Consultant - Mission Viejo, CA

  • Mission Viejo, CA
  • 9 hours ago
  • Mission Viejo, CA
  • 9 hours 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...

Asset Management Analyst

  • Stockton, CA
  • 14 hours ago
  • Stockton, CA
  • 14 hours ago

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 Work

Analyst, Investment Banking Technology (San Francisco)

  • San Francisco, CA
  • 1 day ago
  • San Francisco, CA
  • 1 day ago

cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...

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...

Asset Management Analyst

  • San Francisco, CA
  • 1 day ago
  • San Francisco, CA
  • 1 day ago

About BRIDGE Housing BRIDGE Housing strengthens communities by developing, owning, and managing highquality, affordable homes for working families and seniors. BRIDGE's portfolio of housing...

Managing Investment Director, Public Employees' Retirement System

  • Sacramento, CA
  • 1 day ago
  • Sacramento, CA
  • 1 day ago

Job Description and Duties An executive search firm will be assisting in the recruitment process for this position. Your application package will be forwarded to their team for consideration....

Managing Director - Investment Banking, Industrials

  • Santa Monica, CA
  • 2 days ago
  • Santa Monica, CA
  • 2 days ago

About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm....

Experienced Analyst Investment Banking, Industrials

  • Santa Monica, CA
  • 2 days ago
  • Santa Monica, CA
  • 2 days ago

About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm....

Principal/ Sr Principal Property/ Asset Management Analyst

  • Los Angeles, CA
  • 2 days ago
  • Los Angeles, CA
  • 2 days ago

Principal/ Sr Principal Property/ Asset Management Analyst Northrop Grumman Today Secret Unspecified Unspecified Northridge, CA (ON-SITE/OFFICE) Requisition ID: R10184631 Category: Business...

Investment Analyst

  • San Francisco, CA
  • 4 days ago
  • San Francisco, CA
  • 4 days ago

Responsibilities Evaluate potential equity, debt, and development opportunities and build financial models using Argus Enterprise and Excel....

Investment Analyst

  • Los Angeles, CA
  • 4 days ago
  • Los Angeles, CA
  • 4 days ago

Candidates will be required to take a financial modeling case study. Strong oral and written presentation skills....

Investment Consultant - Los Angeles, CA (Century City)

  • Los Angeles, CA
  • 4 days ago
  • Los Angeles, CA
  • 4 days ago

Job Description: 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....

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...

Senior Capital Markets Analyst

  • San Francisco, CA
  • 6 days ago
  • San Francisco, CA
  • 6 days ago

Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....

Remote Work

Investment Consultant - Los Angeles, CA (Century City)

  • Century City, CA
  • 7 days ago
  • Century City, CA
  • 7 days 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...

Demographic Data for California

Moving to California? Find some basic demographic data about California below.


Local
National
39,536,271
996,598

Investment Banking Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...

Title Synonyms

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Salary for Investment Banking Specialist Jobs in California

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Investment Banking Specialist positions.



Highest Education Level

Investment Banking Specialists in California offer the following education background
Bachelor's Degree
50.0%
Master's Degree
41.6%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


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