Investment Banking Specialist Jobs in Wayne, 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 (6 miles from Wayne, PA)
- 1 day ago
- Malvern, PA (6 miles from Wayne, 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...
- Kennett Square, PA (21 miles from Wayne, PA)
- 2 days ago
- Kennett Square, PA (21 miles from Wayne, PA)
- 2 days ago
Advanced proficiency in Microsoft Excel, with the ability to create and maintain complex financial models, analyze data and present insights....
- Dresher, PA (14 miles from Wayne, PA)
- 10 days ago
- Dresher, PA (14 miles from Wayne, 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 Wayne, PA)
- 10 days ago
- Wilmington, DE (24 miles from Wayne, 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
- 13 days ago
- Radnor, 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 WorkDirector - Investment Compliance and Risk
- Philadelphia, PA (14 miles from Wayne, PA)
- 14 days ago
- Philadelphia, PA (14 miles from Wayne, PA)
- 14 days ago
and 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 miles from Wayne, PA)
- 14 days ago
- Philadelphia, PA (14 miles from Wayne, PA)
- 14 days ago
Experience researching new transaction types/structures and developing pro-forma impact to financial models....
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...
- Philadelphia, PA (14 miles from Wayne, PA)
- 19 days ago
- Philadelphia, PA (14 miles from Wayne, PA)
- 19 days ago
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 (5 miles from Wayne, PA)
- 30+ days ago
- Conshohocken, PA (5 miles from Wayne, 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 (14 miles from Wayne, PA)
- 45+ days ago
- Philadelphia, PA (14 miles from Wayne, 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 (3 miles from Wayne, PA)
- 24 days ago
- Villanova, PA (3 miles from Wayne, PA)
- 24 days ago
Experience with investment analysis (including performance measurement and risk analytics) and financial markets....
Investment Consultant - Greenville, DE
- Greenville, DE (21 miles from Wayne, PA)
- 29 days ago
- Greenville, DE (21 miles from Wayne, PA)
- 29 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...
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 (4 miles from Wayne, PA)
- 30+ days ago
- Bryn Mawr, PA (4 miles from Wayne, 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...
Demographic Data for Wayne, PA
Moving to Wayne, PA? Find some basic demographic data about Wayne, PA below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Wayne, PA
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Wayne, 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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