Investment Banking Specialist Jobs in New York, NY
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.
Director of Investment Advisory and Client Portfolio Management
- New York, NY
- 1 hour ago
- New York, NY
- 1 hour ago
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our...
models related to acquisitions, divestitures and partnerships using key performance indicators (KPIs) and other variables as drivers to estimate income statements, cash-flows and balance sheets over...
Investment Banking Analyst Financial Services Group Insurance
- New York, NY
- 3 hours ago
- New York, NY
- 3 hours ago
The Insurance Investment Banking Group is an industry powerhouse....
Asset Management - International Equities Investment Specialist - Associate
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
Pediatric Clinic Director / Investing Partner (PT, OT, SLP)
- West Orange, NJ (14 miles from New York, NY)
- 1 day ago
- West Orange, NJ (14 miles from New York, NY)
- 1 day ago
State of Location: New Jersey Position Summary: Our Clinic Directors oversee all aspects of the clinic operations, manage clinical and non-clinical staff, and support clinicians to provide our...
Asset Management - Fixed Income Municipal Investment Specialist - Vice President
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
JobID: 210592695 Category: Client Advisory JobSchedule: Full time Posted Date: 2025-04-18T14:12:12+00:00 JobShift: Base Pay/Salary: New York,NY $161,500.00-$235,000.00 The Global Fixed Income,...
Strong financial modeling, analytical, and valuation skills. Excellent communication and presentation abilities....
Job Description Analysts may work on various investment banking transactions, including mergers and acquisitions, debt and equity capital raises, refinancings, and leveraged buyouts....
Position Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Analyst to join its Investment Banking team....
Your role will involve rigorous investment analysis and the creation of detailed investment collateral....
RETS Associates on behalf of our client, an institutional leading investment firm focusing on Retail and Office, is seeking an Asset Management Analyst/Associate in Chicago, IL OR New York, NY and...
RETS Associates, on behalf of our client, an institutional leading investment firm focusing on Retail and Office, is seeking an Analyst / Senior Analyst on their Investments (Acquisitions) team...
Principal Property and Asset Management Analyst (Government and NEW
- New York, NY
- 3 days ago
- New York, NY
- 3 days ago
Principal Property and Asset Management Analyst (Government and Northrop Grumman Yesterday Secret Unspecified None New York, NY (ON-SITE/OFFICE) RELOCATION ASSISTANCE: No relocation assistance...
Position Summary The Investment Analyst position is a full-time position for current undergraduate students who anticipate graduating by June 2025. Candidates should be top performers who are...
promote a culture of client focus, excellence, integrity, and teamwork, effectively encouraging innovation and open dialogue Proficient in Microsoft PowerPoint and Excel; experience with Bloomberg/Factset...
Demographic Data for New York, NY
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in New York, NY
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in New York, NY 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
- Restructuring
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Client Relationships
- Financial Services
- Quantitative Analysis
- Portfolio Management
- Visual Basic for Applications
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- 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
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