Investment Banking Specialist Jobs in Waltham, MA
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.
2026 Summer Investment Analyst
- Boston, MA (10 miles from Waltham, MA)
- 14 hours ago
- Boston, MA (10 miles from Waltham, MA)
- 14 hours ago
Strong technical and analytical skills, with experience in financial modeling methodologies such as leveraged buyouts (LBO), merger models, and discounted cash flow (DCF) analysis; proficiency in Excel...
Business Analyst - (Investment Operations)
- Boston, MA (10 miles from Waltham, MA)
- 8 days ago
- Boston, MA (10 miles from Waltham, MA)
- 8 days ago
Business Analyst JOB LOCATION: Hybrid/Boston or Springfield. Boston Preferred WAGE RANGE*: $70-$76/hr. JOB NUMBER: 35742704 REQUIRED EXPERIENCE: Bachelor's degree in Finance, Business...
Investment Banking Associate - Software
- Boston, MA (10 miles from Waltham, MA)
- 8 days ago
- Boston, MA (10 miles from Waltham, MA)
- 8 days ago
They are seeking a motivated and detail-oriented Investment Banking Analyst to join their dynamic team....
Investment Analyst, US Venture Capital
- Boston, MA (10 miles from Waltham, MA)
- 9 days ago
- Boston, MA (10 miles from Waltham, MA)
- 9 days ago
Firm Overview: Cambridge Associates (CA) is a leading global investment firm. We work with non-profit institutions, pension plans, and private clients to build investment portfolios that help them...
Investment Consultant - Hingham, MA
- Hingham, MA (24 miles from Waltham, MA)
- 13 days ago
- Hingham, MA (24 miles from Waltham, MA)
- 13 days ago
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
portfolio management for all asset classes, including public and private markets, with a focus on fixed income and credit investing, using a variety of tools and technologies including Bloomberg, FactSet...
- Boston, MA (10 miles from Waltham, MA)
- 15 days ago
- Boston, MA (10 miles from Waltham, MA)
- 15 days ago
About The Community Builders Inc Join a growing organization that is strengthening neighborhoods across the nation The Community Builders Inc TCB is one of Americas leading nonprofit real estate...
Investment Director, Digital Assets
- Boston, MA (10 miles from Waltham, MA)
- 15 days ago
- Boston, MA (10 miles from Waltham, MA)
- 15 days ago
About the Firm: We are a leading global investment firm and aim to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment...
Managing Investment Director, Private Clients
- Boston, MA (10 miles from Waltham, MA)
- 17 days ago
- Boston, MA (10 miles from Waltham, MA)
- 17 days ago
FIRM OVERVIEW Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and...
Fund Analyst- Investment Management
- Boston, MA (10 miles from Waltham, MA)
- 21 days ago
- Boston, MA (10 miles from Waltham, MA)
- 21 days ago
Purpose and Job Summary: The Fund Analyst is junior employee who supports Fund Management's efforts to deliver investment objectives of each fund to its investors. Essential Duties and...
Regional Director, Wealth Management
- Boston, MA (10 miles from Waltham, MA)
- 22 days ago
- Boston, MA (10 miles from Waltham, MA)
- 22 days ago
The Opportunity As a Regional Director, youll work directly with the Head of Business Development to develop and execute a strategic sales plan for your geographical territory. In partnership with...
Remote WorkDirector, Investment Analysis-Alternatives
- Boston, MA (10 miles from Waltham, MA)
- 23 days ago
- Boston, MA (10 miles from Waltham, MA)
- 23 days ago
The Role The FI Organization is seeking a Director, Alternative Investment Analysis....
Senior Analyst, Investment Accounting & Operations Massachusetts Institute of Technology (MIT)
- Cambridge, MA (6 miles from Waltham, MA)
- 30+ days ago
- Cambridge, MA (6 miles from Waltham, MA)
- 30+ days ago
Posting Description SENIOR ANALYST, INVESTMENT ACCOUNTING & OPERATIONS (IAO), Investment Management Company, will collaborate with MITIMCo operations, investment, and real estate professionals,...
Asset Management Analyst- Renewable Energy- Solar
- Boston, MA (10 miles from Waltham, MA)
- 45+ days ago
- Boston, MA (10 miles from Waltham, MA)
- 45+ days ago
At Aggreko, we provide energy solutions so communities can thrive, and businesses can grow. We bring power, heat, and cooling to customers and communities wherever they need it. We are hiring an...
Senior Analyst, Investment Accounting
- Boston, MA (10 miles from Waltham, MA)
- 45+ days ago
- Boston, MA (10 miles from Waltham, MA)
- 45+ days ago
COMPANY OVERVIEW Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation...
Demographic Data for Waltham, MA
Moving to Waltham, MA? Find some basic demographic data about Waltham, MA below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Investment Banking Specialist Jobs in Waltham, MA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Waltham, MA 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
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »