Investment Banking Specialist Jobs in North Carolina
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.
Senior Financial Advisor & Senior Investment Analyst
- Asheville, NC
- 19 hours ago
- Asheville, NC
- 19 hours ago
This dual-role position requires expertise in financial planning, investment analysis, and portfolio management while maintaining a client-first mindset....
Institutional Investment Operations Associate - FX Investigator
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
About this role: Wells Fargo is seeking an Institutional Investment Operations Associate in FX Investigations as a part of Corporate Investment Banking....
About this role: Wells Fargo is seeking an Investment Banking Program Associate to join our Mid-Cap Investment Banking team....
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...
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkTransformational Business Consultant - Corporate Investment Banking - Director
- Charlotte, NC
- 6 days ago
- Charlotte, NC
- 6 days ago
Banking or Capital Markets Experience at a Big 4 or other Management Consulting Top Tier Firm Experience in Commercial Real Estate, Investment Banking, or Markets Sales and Trading Strategy development...
Strategy and Planning Business Consultant - Corporate Investment Banking - Director
- Charlotte, NC
- 6 days ago
- Charlotte, NC
- 6 days ago
About this role: Wells Fargo is seeking a Strategy and Planning Consultant to join our CIB Strategy team as part of Corporate and Investment Banking....
#LI-JN1 Job Title: Asset Management Analyst Type: Direct Hire Work Location: Onsite position located in Durham, NC. Candidates must reside in the Greater Durham, NC area. Required Skills &...
Investment Analyst - Institutional Defined Contribution
- Charlotte, NC
- 8 days ago
- Charlotte, NC
- 8 days ago
Preferred experience/skills: Investment due diligence Experience with attribution analysis to prepare written analysis followed by writing commentary Experience with mutual funds, CIT's or other investments...
Assists with the preparation of project budgets, departmental budgets, and updates to project financial models....
Investment Banking Associate Technology - Charlotte, NC
- Charlotte, NC
- 9 days ago
- Charlotte, NC
- 9 days ago
This Investment Banking Associate will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios....
An employee in this class performs a variety of complex administrative and professional work involving the reporting, tracking, monitoring, and planning related to Town assets.This position...
Director of Investment Portfolio Management, Corporate Development
- Raleigh, NC
- 10 days ago
- Raleigh, NC
- 10 days ago
models Must be passionate about contributing to an organization focused on continuously improving consumer experiences....
Investment Banking Associate - Healthcare Services
- Charlotte, NC
- 11 days ago
- Charlotte, NC
- 11 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...
Deloitte Corporate Finance - Investment Banking Analyst (Summer 2025)
- Charlotte, NC
- 11 days ago
- Charlotte, NC
- 11 days ago
Position Summary Deloitte Corporate Finance - Investment Banking Analyst Our Investment Banking Analyst program seeks bright, ambitious individuals who embrace challenges and are prepared to learn quickly...
Demographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in North Carolina
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in North Carolina 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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