Investment Banking Specialist Jobs in Philadelphia, PA
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.
Investment Risk Analyst, Specialist
- Malvern, PA (20 miles from Philadelphia, PA)
- 1 day ago
- Malvern, PA (20 miles from Philadelphia, PA)
- 1 day ago
Provides investment risk management expertise and analysis across active and passive fixed income funds. Core Responsibilities Develops, implements, and maintains an effective and efficient risk...
- Dresher, PA (13 miles from Philadelphia, PA)
- 10 days ago
- Dresher, PA (13 miles from Philadelphia, PA)
- 10 days ago
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan...
Asset Management - Director of Investment Implementation, Operations, and Reporting
- Wilmington, DE (24 miles from Philadelphia, PA)
- 10 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 10 days ago
Responsible for overseeing investment operations, including, but not limited to, implementation and trading, reporting, and related systems and tools. Provides strategic direction and management...
Analyst, Investment Accounting Operations (remote Consideration)
- Radnor, PA (14 miles from Philadelphia, PA)
- 13 days ago
- Radnor, PA (14 miles from Philadelphia, PA)
- 13 days ago
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid/Common Days+ : Work 2-3...
Remote Workand Requirements The Director of Investment Compliance and Risk is responsible for producing the investment-related portions of risk-based capital (RBC) and the monitoring and reporting of...
Director - Investment Operations and Collateral Management
- Philadelphia, PA
- 14 days ago
- Philadelphia, PA
- 14 days ago
Experience researching new transaction types/structures and developing pro-forma impact to financial models....
Investment Analyst - Fixed Income & Multi-Asset
- Wayne, PA (14 miles from Philadelphia, PA)
- 15 days ago
- Wayne, PA (14 miles from Philadelphia, PA)
- 15 days ago
Responsibilities of the role: Act as a subject matter expert for a subset of mutual funds/ETFs within the Fixed Income and Multi-Asset line-up; responsible for day-to-day oversight of investment strategies...
As an Investment Consultant, you will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer...
MSIM- Private Equity Solutions- Investment Analyst
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 30+ days ago
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 30+ days ago
DESCRIPTION: Investment professionals at the Analyst level work closely with senior investment professionals on 4-5 person deal teams and are responsible for investment analysis, research, and investment...
Asset Management Analyst- Renewable Energy- Solar
- Philadelphia, PA
- 45+ days ago
- Philadelphia, PA
- 45+ days ago
At Aggreko, we provide energy solutions so communities can thrive, and businesses can grow. We bring power, heat, and cooling to customers and communities wherever they need it. We are hiring an...
- Villanova, PA (11 miles from Philadelphia, PA)
- 24 days ago
- Villanova, PA (11 miles from Philadelphia, PA)
- 24 days ago
Experience with investment analysis (including performance measurement and risk analytics) and financial markets....
Sr. Investment Analyst - Fixed Income
- Radnor, PA (14 miles from Philadelphia, PA)
- 29 days ago
- Radnor, PA (14 miles from Philadelphia, PA)
- 29 days ago
default models for asset backed securities. 2 + years experience in insurance portfolio Strategic Asset Allocation (SAA) 5+ years experience using fixed income analytics packages such as, Bloomberg, Factset...
Asset Management Analyst or Associate
- Bryn Mawr, PA (10 miles from Philadelphia, PA)
- 30+ days ago
- Bryn Mawr, PA (10 miles from Philadelphia, PA)
- 30+ days ago
Company Overview: Tourmaline Capital Partners, LLC (TCP) is a Philadelphia-based, vertically integrated real estate private equity firm formed in early 2021 that acquires, operates, and develops...
Vendor Management Director- Investment Management Group
- Malvern, PA (20 miles from Philadelphia, PA)
- 30+ days ago
- Malvern, PA (20 miles from Philadelphia, PA)
- 30+ days ago
As the Vendor Management Director for our Investment Management Group (IMG), you will play a critical role in ensuring that IMG remains at the forefront of the industry by cultivating...
Data Integration Investment Analyst
- Radnor, PA (14 miles from Philadelphia, PA)
- 45+ days ago
- Radnor, PA (14 miles from Philadelphia, PA)
- 45+ days ago
What you'll be doing Collects, interprets, and analyzes complex data across mutual funds and private market funds to support management decisions and improve inefficiencies....
Demographic Data for Philadelphia, PA
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Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in Philadelphia, PA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Philadelphia, PA 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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