Investment Banking Specialist Jobs in Boca Raton, FL
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.
Industrial Capital Markets - Analyst
- Oakland Park, FL (15 miles from Boca Raton, FL)
- 10 hours ago
- Oakland Park, FL (15 miles from Boca Raton, FL)
- 10 hours ago
I want to work for JLL. Accepting applications on an ongoing basis until candidate identified. Activate your Personal Job Alerts now and receive opportunities as soon as they are advertised. If...
Investment Consultant - Ft. Lauderdale, FL
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 2 days ago
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 2 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...
Investment Risk Consultant - Fixed Income
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 2 days ago
- Ft Lauderdale, FL (16 miles from Boca Raton, FL)
- 2 days ago
At Franklin Templeton, were driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset...
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 3 days ago
- West Palm Beach, FL (24 miles from Boca Raton, FL)
- 3 days ago
Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world....
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 8 days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 8 days ago
Responsibilities: Analyze financial statements, build financial models, and conduct valuations. Prepare CIMs, pitch decks, and presentations for client engagements....
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 15 days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 15 days ago
Responsibilities: Conduct financial and investment analysis for aircraft and engine acquisitions, leases, and sales....
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 16 days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 16 days ago
The Investment Banking Associate will be responsible for: Assist in financial modeling, valuations, and due diligence for M&A transactions....
U.S. Private Bank - Investment Specialist - Vice President
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 45+ days ago
- Fort Lauderdale, FL (16 miles from Boca Raton, FL)
- 45+ days ago
investments Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections, negotiation, team selling approach...
Affordable Housing Asset Management Analyst (Related Fund Management)
- Boca Raton, FL
- 60+ days ago
- Boca Raton, FL
- 60+ days ago
Responsibilities Related Fund Management (“RFM”) manages several investment vehicles that acquire, renovate, and operate affordable housing and market rate multifamily properties, with...
Demographic Data for Boca Raton, FL
Moving to Boca Raton, FL? Find some basic demographic data about Boca Raton, FL below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Boca Raton, FL
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Boca Raton, FL 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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