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.
Investment Consultant - Mission Viejo, CA
- Mission Viejo, CA
- 12 hours ago
- Mission Viejo, CA
- 12 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...
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 WorkAnalyst, 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...
Property or Principal Property and Asset Management Analyst (Government and Capital)
- Palmdale, CA
- 1 day ago
- Palmdale, CA
- 1 day 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...
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
- 2 days ago
- Sacramento, CA
- 2 days 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...
Responsibilities Evaluate potential equity, debt, and development opportunities and build financial models using Argus Enterprise and Excel....
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
- 5 days ago
- Los Angeles, CA
- 5 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....
Principal Property and Asset Management Analyst (Government and Capital)
- Azusa, CA
- 6 days ago
- Azusa, CA
- 6 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...
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkInvestment 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.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in California
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in California 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
- 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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