Investment Banking Specialist Jobs in Beachwood, OH
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.
Asset Management Analyst/Associate
- Cleveland, OH (9 miles from Beachwood, OH)
- 1 day ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 1 day ago
Financial Analysis: Conduct financial modeling and analysis to evaluate investment opportunities, forecast returns, and assess property performance....
Executive Director Investment Operations, Performance Measurement and Risk Analysis
- Beachwood, OH
- 1 day ago
- Beachwood, OH
- 1 day ago
Investment Analyst (CAIA) Background in public/investment accounting, bank custody or risk management Proficiency with Aladdin investment software Our caregivers continue to create the best outcomes...
Banking, Management Consulting, or Asset Management Can perform complex research and analysis Proficiency in Excel, PowerPoint, Word, Adobe Acrobat, FactSet, and Bloomberg Preferred qualifications...
AJ Investment Banking Associate
- Cleveland, OH (9 miles from Beachwood, OH)
- 9 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 9 days ago
AJ Investment Banking Associate Cleveland, OH Posted: 12/02/2025 Employment Type: Full Time Job Number: 2996046 Remote Friendly: Not Allow Job Description...
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Investment Analyst - Institutional Defined Contribution
- Cleveland, OH (9 miles from Beachwood, OH)
- 9 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 9 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...
- Cleveland, OH (9 miles from Beachwood, OH)
- 26 days ago
- Cleveland, OH (9 miles from Beachwood, OH)
- 26 days ago
Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses...
Demographic Data for Beachwood, OH
Moving to Beachwood, OH? Find some basic demographic data about Beachwood, OH below.
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Salary for Investment Banking Specialist Jobs in Beachwood, OH
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Beachwood, OH 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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