Investment Banking Specialist Jobs in York, ON
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.
- Toronto, ON (4 miles from York, ON)
- 1 day ago
- Toronto, ON (4 miles from York, ON)
- 1 day ago
., 8th Employment Type Regular Weekly Hours 37.5 Skills Client Needs Assessments, Client Service, Commercial Acumen, Customer Experience (CX), Financial Products, Mutual Funds, Strategic Objectives,...
- Toronto, ON (4 miles from York, ON)
- 1 day ago
- Toronto, ON (4 miles from York, ON)
- 1 day ago
Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products)....
- Toronto, ON (4 miles from York, ON)
- 1 day ago
- Toronto, ON (4 miles from York, ON)
- 1 day ago
About the Opportunity Supports investment finance team with month-end close process Lead various reconciliation process Analyzes and provides performance return information (e.g. IRR, total...
Investment Analyst, Fixed Income
- Toronto, ON (4 miles from York, ON)
- 1 day ago
- Toronto, ON (4 miles from York, ON)
- 1 day ago
Perform comprehensive bottom-up due diligence on issuers including developing detailed financial models to assess creditworthiness, conducting meetings with management teams, and analyzing relative...
- Oakville, ON (19 miles from York, ON)
- 7 days ago
- Oakville, ON (19 miles from York, ON)
- 7 days ago
You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)....
Analyst, Investment Banking, Real Estate - Toronto, ON
- Toronto, ON (4 miles from York, ON)
- 14 days ago
- Toronto, ON (4 miles from York, ON)
- 14 days ago
What You'll Do: Evaluating and analyzing the financial needs of corporate clients, including the development of financial models Creating marketing materials and presentations Supporting transaction...
Senior Analyst, Investment Platform, Private Wealth
- Toronto, ON (4 miles from York, ON)
- 14 days ago
- Toronto, ON (4 miles from York, ON)
- 14 days ago
Working knowledge of alternative investment products, such as pooled funds, limited partnerships, LLCs, offshore feeders is an asset....
Associate Director, Investment Platform, Private Wealth
- Toronto, ON (4 miles from York, ON)
- 14 days ago
- Toronto, ON (4 miles from York, ON)
- 14 days ago
Provide BMO PW headquarters support for investment management programs/initiatives with a focus on Alternatives investment solutions....
Analyst, Investment Banking, (Diversified) BMO Capital Markets
- Toronto, ON (4 miles from York, ON)
- 22 days ago
- Toronto, ON (4 miles from York, ON)
- 22 days ago
Performing complex financial analysis including financial modeling. Conducting company and industry research and analysis....
Investment Analyst Internship (Equities) - Toronto
- Toronto, ON (4 miles from York, ON)
- 24 days ago
- Toronto, ON (4 miles from York, ON)
- 24 days ago
Gain early exposure to investment analysis and develop strong financial modeling skills. Paid opportunities with the right experience....
- Toronto, ON (4 miles from York, ON)
- 30+ days ago
- Toronto, ON (4 miles from York, ON)
- 30+ days ago
Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative...
The individual will work as part of the equity research team and will provide analysis of companies in the Utilities sector, on a global basis....
BMO Capital Markets Summer 2026 Investment Banking Analyst - Metals and Mining
- Toronto, ON (4 miles from York, ON)
- 45+ days ago
- Toronto, ON (4 miles from York, ON)
- 45+ days ago
Delivers financial modeling to support strategic recommendations to clients....
BMO Capital Markets Summer 2026 Investment Banking Analyst, Toronto
- Toronto, ON (4 miles from York, ON)
- 45+ days ago
- Toronto, ON (4 miles from York, ON)
- 45+ days ago
Delivers financial modeling to support strategic recommendations to clients....
BMO Capital Markets Summer 2026 Investment Banking Analyst - Real Estate Brokerage, Toronto
- Toronto, ON (4 miles from York, ON)
- 45+ days ago
- Toronto, ON (4 miles from York, ON)
- 45+ days ago
Delivers financial modeling to support strategic recommendations to clients....
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in York, ON
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in York, ON 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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Client Relationships
- Financial Analysis
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Visual Basic for Applications
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Written Communication
- Verbal Communication
- Presentation
- Collaboration
- Documentation
- Flexibility
- Reporting
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Organization
- Research Skills
- Leadership
- Communication Skills
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