Investment Banking Specialist Jobs in Massachusetts
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 investment analysis performed includes fundamental reviews of individual companies and interpreting market data, trends and economic forecasts....
Strong Excel skills, including financial modeling. Ability to work both independently and on a team under tight deadlines. Willingness and ability to travel domestically and internationally....
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...
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique...
The Investment Risk & Analytics Product Specialist, VP is responsible for driving commercialization of existing and new investment analytics products. The candidate will engage with internal and...
Job Summary: The Water Investment Analyst (USA) will be responsible for water related investment analysis and research for Manulife IM Agricultures underwriting of USA agriculture investments and management...
to join one of the nation's leading investment banking firms as an Investment Banking Associate specializing in sell-side M&A....
Investments Possess strong, foundational knowledge of Private Credit asset class and can speak to private credit capabilities across the continuum (research, advice and solutions) to existing clients...
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkSenior Analyst, Investment Accounting & Operations Massachusetts Institute of Technology (MIT)
- Cambridge, MA
- 8 days ago
- Cambridge, MA
- 8 days ago
Posting Description SENIOR ANALYST, INVESTMENT ACCOUNTING & OPERATIONS (IAO), Investment Management Company, will collaborate with MITIMCo operations, investment, and real estate professionals,...
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...
About The Community Builders, Inc. Join a growing organization that is strengthening neighborhoods across the nation! The Community Builders, Inc. (TCB) is one of America's leading nonprofit real...
Senior Analyst, Investment Accounting & Operations
- Cambridge, MA
- 10 days ago
- Cambridge, MA
- 10 days ago
SENIOR ANALYST, INVESTMENT ACCOUNTING & OPERATIONS (IAO), Investment Management Company, will collaborate with MITIMCo operations, investment, and real estate professionals, serving as a key...
funds or ETFs while also occasionally trading individual fixed income and equity instruments....
Demographic Data for Massachusetts
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Salary for Investment Banking Specialist Jobs in Massachusetts
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Massachusetts 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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