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.

1-15 of 28 Jobs

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....

Mergers & Acquisitions Analyst

  • Charlotte, NC
  • 6 days ago
  • Charlotte, NC
  • 6 days ago

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...

Senior Capital Markets Analyst

  • Raleigh, NC
  • 6 days ago
  • Raleigh, NC
  • 6 days ago

Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....

Remote Work

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...

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....

Asset Management Analyst

  • Durham, NC
  • 7 days ago
  • Durham, NC
  • 7 days ago

#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...

Asset Management Analyst - Community Services

  • Charlotte, NC
  • 9 days ago
  • Charlotte, NC
  • 9 days ago

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....

Asset Management Analyst - $2,000 Hiring Bonus

  • Charlotte, NC
  • 10 days ago
  • Charlotte, NC
  • 10 days ago

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.


Local
National
10,439,413
246,359

Investment Banking Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...

Title Synonyms

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Salary for Investment Banking Specialist Jobs in North Carolina

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Investment Banking Specialist positions.



Highest Education Level

Investment Banking Specialists in North Carolina offer the following education background
Bachelor's Degree
50.0%
Master's Degree
41.6%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


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