Investment Banking Specialist Jobs in Florida
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.
The ideal candidate will have 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance....
Are you an experienced estate tax professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you? In an effort to...
Senior Wealth Strategist - Centralized Planning Group
- Palm Beach Gardens, FL
- 1 day ago
- Palm Beach Gardens, FL
- 1 day ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Wealth Strategist III - Centralized Planning Group
- Palm Beach Gardens, FL
- 1 day ago
- Palm Beach Gardens, FL
- 1 day ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Senior Wealth Strategist - Centralized Planning Group
- Palm Beach Gardens, FL
- 2 days ago
- Palm Beach Gardens, FL
- 2 days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Wealth Strategist III - Centralized Planning Group
- Palm Beach Gardens, FL
- 3 days ago
- Palm Beach Gardens, FL
- 3 days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
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....
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkAsset Management Analyst - Community Services
- Port Charlotte, FL
- 7 days ago
- Port Charlotte, FL
- 7 days ago
Assists with the preparation of project budgets, departmental budgets, and updates to project financial models....
Director of Investment Portfolio Management, Corporate Development
- Tallahassee, FL
- 9 days ago
- Tallahassee, FL
- 9 days ago
models Must be passionate about contributing to an organization focused on continuously improving consumer experiences....
My own background is w two large very well known investment banking firms for 35 plus years. post id: ... [ ]...
Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative...
Our Middle Market Team provides investment advisory and fiduciary support services to mid-size investment clients. This is an entry level position with overall responsibility for supporting the...
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...
Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative...
Demographic Data for Florida
Moving to Florida? Find some basic demographic data about Florida below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in Florida
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Florida 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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