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.

1-15 of 21 Jobs

Investment Banking Analyst

  • Conshohocken, PA
  • 19 hours ago
  • Conshohocken, PA
  • 19 hours ago

Candidates should possess a strong knowledge of Microsoft Excel, Word and PowerPoint as well as exceptional financial modeling, writing and communication skills....

Vendor Management Director- Investment Management Group

  • Malvern, PA
  • 1 day ago
  • Malvern, PA
  • 1 day 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...

Capital Markets Analyst

  • Fort Washington, PA
  • 2 days ago
  • Fort Washington, PA
  • 2 days ago

Familiarity with financial modeling concepts, such as discounted cash flow analysis. Knowledge of capital markets infrastructure and products....

Senior Capital Markets Analyst

  • Harrisburg, PA
  • 6 days ago
  • Harrisburg, PA
  • 6 days ago

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

Remote Work

Compliance Analyst - Investment Advisory Compliance

  • Philadelphia, PA
  • 7 days ago
  • Philadelphia, PA
  • 7 days ago

Compliance Analyst - Investment Advisory Compliance Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #12057 Thursday, March 6, 2025 Janney is...

Investment Analyst - Institutional Defined Contribution

  • Pittsburgh, PA
  • 8 days ago
  • Pittsburgh, PA
  • 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...

Data Integration Investment Analyst

  • Radnor, PA
  • 9 days ago
  • Radnor, PA
  • 9 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....

Investment Analyst - Institutional Defined Contribution

  • Philadelphia, PA
  • 10 days ago
  • Philadelphia, PA
  • 10 days ago

Preferred experience/skills: Investment due diligence Experience with attribution analysis to prepare written analysis followed by writing commentary Experience with mutual funds, CITs or other investments...

Asset Management Analyst- Renewable Energy- Solar

  • Philadelphia, PA
  • 12 days ago
  • Philadelphia, PA
  • 12 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...

Director of Investment Portfolio Management, Corporate Development

  • Harrisburg, PA
  • 13 days ago
  • Harrisburg, PA
  • 13 days ago

models Must be passionate about contributing to an organization focused on continuously improving consumer experiences....

Investment Strategist

  • Philadelphia, PA
  • 13 days ago
  • Philadelphia, PA
  • 13 days ago

About this Opportunity: As an Investment Strategist, you will collaborate with the portfolio consultant and portfolio management team to develop investment strategy, product selection and asset...

Director of Investment Research for Boutique Multi-Family Office

  • Philadelphia, PA
  • 16 days ago
  • Philadelphia, PA
  • 16 days ago

NexWealth is a boutique, RIA/multi-family office and is currently seeking a Director of Investment Research with a CFA designation (or Level III Candidate) that meets the criteria below. This...

Investment Analyst

  • Philadelphia, PA
  • 24 days ago
  • Philadelphia, PA
  • 24 days ago

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth,...

Regional Investment Consultant

  • Ambler, PA
  • 28 days ago
  • Ambler, PA
  • 28 days ago

The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors,...

Investment Analyst II - Port Analytics

  • Philadelphia, PA
  • 30+ days ago
  • Philadelphia, PA
  • 30+ days ago

and Requirements The Investment Analyst II will provide critical analytical and processing support for the general operations of the Investment Services department. Key tasks include performing...

Demographic Data for Pennsylvania

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


Local
National
13,002,700
303,027

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 Pennsylvania

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 Pennsylvania 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%


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