Investment Banking Specialist Jobs in Charlotte, NC
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.
Overview This position supports the company’s efforts in analyzing capital markets, tracking origination activity, supporting mortgage pricing operations, and purchasing assets through the...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Dedication to building a career in Investment Banking....
Required Background Bachelor's degree from an accredited college or university AND a minimum of one year of Investment Banking experience Financial modeling coursework, training or experience Strong...
Basic understanding of discounted cash flow analysis and the three (3) financial statements; especially as they relate to real estate and securities. Basic Excel/financial modelling skills....
Banking Associate will play a crucial role in developing and strengthening BlackArchs client relationships and in driving the transaction process....
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer...
- Fort Mill, SC (14 miles from Charlotte, NC)
- 60+ days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 60+ days ago
Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that...
modeling, analytical and strategic thinking skills Exceptional work ethic and attention to detail High levels of personal motivation and intellectual capacity Comfort functioning both independently...
Title: Capital Markets Analyst- Middle Office Location: Charlotte, NC Duration: 6 months Work Engagement: W2 Benefits on offer for this contract position: Health Insurance, Life insurance, 401K...
Financial Advisory Services Specialist (Investment Focused)
- Indian Trail, NC (15 miles from Charlotte, NC)
- 30+ days ago
- Indian Trail, NC (15 miles from Charlotte, NC)
- 30+ days ago
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! FAS Specialists are responsible for delivering advisory and planning solutions to members...
Senior Financial Advisory Services Specialist (Investment Focused)
- Mint Hill, NC (11 miles from Charlotte, NC)
- 30+ days ago
- Mint Hill, NC (11 miles from Charlotte, NC)
- 30+ days ago
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose FAS Specialists are responsible for delivering advisory and planning solutions to...
Company:Driven Brands We invite you to join us at Driven Brands! Headquartered in Charlotte, NC, Driven Brands (NASDAQ: DRVN) is the largest automotive services company in North America, providing...
Investment Banking Associate - Healthcare Services
- Charlotte, NC
- 45+ days ago
- Charlotte, NC
- 45+ days ago
Investment Banking Associate - Healthcare Services Location(s) NC - Charlotte Business Area Investment Banking Employment Type Full Time At Piper Sandler, we connect capital with opportunity to build...
Investment Banking Associate - Aerospace, Defense and Government Services
- Charlotte, NC
- 45+ days ago
- Charlotte, NC
- 45+ days ago
INVESTMENT BANKING | JR100688 Investment Banking Associate - Aerospace, Defense and Government Services Charlotte, North Carolina Solutions for Today's Challenges....
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.
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Salary for Investment Banking Specialist Jobs in Charlotte, NC
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Charlotte, NC 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
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