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.

1-15 of 19 Jobs

Asset Management Analyst/Associate

  • Cleveland, OH
  • 18 hours ago
  • Cleveland, OH
  • 18 hours ago

Financial Analysis: Conduct financial modeling and analysis to evaluate investment opportunities, forecast returns, and assess property performance....

Financial Services Analyst

  • Grandview Heights, OH
  • 20 hours ago
  • Grandview Heights, OH
  • 20 hours ago

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...

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...

Sr. Mergers & Acquisitions Analyst

  • Westerville, OH
  • 5 days ago
  • Westerville, OH
  • 5 days ago

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...

Senior Capital Markets Analyst

  • Columbus, OH
  • 6 days ago
  • Columbus, OH
  • 6 days ago

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

Remote Work

Senior Investment Analyst - Credit

  • Beachwood, OH
  • 7 days ago
  • Beachwood, OH
  • 7 days ago

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
  • 8 days ago
  • Cleveland, OH
  • 8 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...

Investment Analyst - Institutional Defined Contribution

  • Cleveland, OH
  • 8 days ago
  • Cleveland, OH
  • 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...

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...

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....

WM Investment Specialist Assistant 3

  • Cincinnati, OH
  • 13 days ago
  • Cincinnati, OH
  • 13 days ago

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...

Director, Investment Services Compliance

  • Hamilton, OH
  • 21 days ago
  • Hamilton, OH
  • 21 days ago

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 - Toledo, OH

  • Toledo, OH
  • 21 days ago
  • Toledo, OH
  • 21 days ago

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 Family Wealth Strategist

  • Cleveland, OH
  • 25 days ago
  • Cleveland, OH
  • 25 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 Ohio

Moving to Ohio? Find some basic demographic data about Ohio below.


Local
National
11,799,441
250,936

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 Ohio

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 Ohio 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%


Other Career Titles

Here are some other career titles that require similar skills



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