Investment Banking Specialist Jobs in Jacksonville, 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.
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance....
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
- Jacksonville, FL
- 45+ days ago
- Jacksonville, FL
- 45+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Demographic Data for Jacksonville, FL
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Jacksonville, FL
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Jacksonville, 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
- 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
- Financial Analysis
- Quantitative Analysis
- Private Equity
- 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
- Analytical Skills
- Decision Making
- Presentation
- Verbal Communication
- 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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