Investment Banking Specialist Jobs in Ohio
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.
Financial Analysis: Conduct financial modeling and analysis to evaluate investment opportunities, forecast returns, and assess property performance....
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could...
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...
Work Experience: At least 2 years of experience in management consulting, corporate strategy, M&A integration, corporate development, investment banking / advisory services Technical Skills: Proficiency...
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkBanking, 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 Posted: 12/02/2025 Employment Type: Full Time Job Number: 2996046 Remote Friendly: Not Allow Job Description...
Investment Analyst - Institutional Defined Contribution
- Cleveland, OH
- 9 days ago
- Cleveland, 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...
- Cincinnati, OH
- 9 days ago
- Cincinnati, OH
- 9 days ago
Essential Functions Manage flow of investment opportunities: screen and track investment opportunities including hedge funds, private equity funds, real estate funds, traditional long-only equity and...
Investment Analyst / Senior Investment Analyst, Endowment Investment Office, On-Site
- Cincinnati, OH
- 9 days ago
- Cincinnati, OH
- 9 days ago
Essential Functions Manage flow of investment opportunities: screen and track investment opportunities including hedge funds, private equity funds, real estate funds, traditional long-only equity and...
Director of Investment Portfolio Management, Corporate Development
- Columbus, OH
- 9 days ago
- Columbus, OH
- 9 days ago
models Must be passionate about contributing to an organization focused on continuously improving consumer experiences....
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
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 Ohio
Moving to Ohio? Find some basic demographic data about Ohio below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in Ohio
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Ohio 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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