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.
- West Palm Beach, FL
- 1 day ago
- West Palm Beach, FL
- 1 day 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....
Investment Consultant Remote, Florida Full time Opening on: Apr 7 2025 Remote Newport Newport, an Ascensus company, helps employers offer their associates a more secure financial future through...
Senior Investment Strategist, Vice President, Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios of high net worth clients utilizing an open...
Responsibilities: Analyze financial statements, build financial models, and conduct valuations. Prepare CIMs, pitch decks, and presentations for client engagements....
You will analyze investment opportunities, conduct financial modeling, and support decision-making processes to ensure the profitability and sustainability of our aircraft and engine portfolios....
Responsibilities of the candidate will include the following: Financial Modeling....
Responsibilities: Conduct financial and investment analysis for aircraft and engine acquisitions, leases, and sales....
Investment Accounting: Oversee the accounting and reporting for various investment portfolios, including fixed income, equity, and alternative investments....
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan...
The Investment Banking Associate will be responsible for: Assist in financial modeling, valuations, and due diligence for M&A transactions....
modeling related to underwriting deals will be necessary including the implementation of DCF, IRR, Cap Rates, NPV, YoC etc....
Job Type Full-time Description The ideal candidate will be a highly analytical, self-motivated individual and will assist in the oversight and optimization of a portfolio of multifamily...
Investment Banking, Associate/Vice President, Financial Services
- Miami, FL
- 19 days ago
- Miami, FL
- 19 days ago
Duties & Responsibilities: Managing and assisting in the preparation of financial models and business valuations Coordination of various processes, including capital raises and advisory transactions...
We're unique. You should be, too. We're changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the...
modeling systems such as eMoney, NaviPlan, WealthStation, or the like Demonstrable proficiency in Salesforce Stay current on cutting edge wealth planning solutions while retaining the ability to explain...
Demographic Data for Florida
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Investment Banking Specialist Online Courses and Training Opportunities
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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
- 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
- Financial Analysis
- Client Relationships
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Visual Basic for Applications
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Market Research
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Decision Making
- Written Communication
- Verbal Communication
- Presentation
- Documentation
- Flexibility
- Reporting
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Organization
- Research Skills
- Leadership
- Communication Skills
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