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.
Preferred Skills Asset Allocation, Capital Management, Corporate Finance, Economic Policy, Equities Trading, Financial Accounting, Investment Banking, Mergers and Acquisitions (M&A), Portfolio Strategies...
Candidates should possess a strong knowledge of Microsoft Excel, Word and PowerPoint as well as exceptional financial modeling, writing and communication skills....
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...
Familiarity with financial modeling concepts, such as discounted cash flow analysis. Knowledge of capital markets infrastructure and products....
Deep knowledge of financial modeling, fixed income products, bond math, and risk factors....
Remote WorkCompliance 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
- 9 days ago
- Pittsburgh, PA
- 9 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...
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....
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...
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,...
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,...
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
Users interested in this job title also searched for the following job title
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
- Equity Research
- FactSet
- Alternative Investments
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Client Relationships
- Private Equity
- Financial Analysis
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- Presentation
- Verbal Communication
- Flexibility
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »