Investment Banking Specialist Jobs in Pennsylvania
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.
Advanced proficiency in Microsoft Excel, with the ability to create and maintain complex financial models, analyze data and present insights....
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
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...
Analyst, Investment Accounting Operations (remote Consideration)
- Radnor, PA
- 11 days ago
- Radnor, PA
- 11 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
- 11 days ago
- Philadelphia, PA
- 11 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...
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
- 30+ days ago
- Conshohocken, 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...
Experience with investment analysis (including performance measurement and risk analytics) and financial markets....
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...
Allied Personnel Services is seeking candidates for an Investment Analyst opening! This direct hire opportunity offers the chance to work for a progressive, growing company that prides themselves...
Investment Analyst Location: Bethlehem, PA General Position Summary: Provide internal servicing and performance reporting for institutional and high net worth private clients while providing...
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 Pennsylvania
Moving to Pennsylvania? Find some basic demographic data about Pennsylvania below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in Pennsylvania
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Pennsylvania 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
- Financial Analysis
- Client Relationships
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Visual Basic for Applications
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Market Research
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Decision Making
- Written Communication
- Verbal Communication
- Presentation
- Documentation
- Flexibility
- Reporting
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Organization
- Research Skills
- Leadership
- Communication Skills
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