Investment Banking Specialist Jobs in Franksville, WI
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.
- Milwaukee, WI (17 miles from Franksville, WI)
- 14 days ago
- Milwaukee, WI (17 miles from Franksville, WI)
- 14 days ago
Komatsu is an indispensable partner to the construction, mining, forestry, forklift, and industrial machinery markets, maximizing value for customers through innovative solutions. With a diverse...
- Somers, WI (11 miles from Franksville, WI)
- 20 days ago
- Somers, WI (11 miles from Franksville, WI)
- 20 days ago
A focus in finance, accounting or economics is preferred. 4+ years of investment analysis and market research experience. Prior Bloomberg terminal experience preferred....
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Wauwatosa, WI (19 miles from Franksville, WI)
- 30+ days ago
- Wauwatosa, WI (19 miles from Franksville, WI)
- 30+ days ago
Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...
Investment Analyst Intern - Private Debt & Equity, Summer 2026
- Milwaukee, WI (17 miles from Franksville, WI)
- 30+ days ago
- Milwaukee, WI (17 miles from Franksville, WI)
- 30+ days ago
Banking, Equity Research, Private Equity, and/or Corporate Development Employer immigration sponsorship is not available for this role Preferred skills and proficiencies Previous Private Debt & Equity...
Director - Investment Grade Research
- Milwaukee, WI (17 miles from Franksville, WI)
- 90+ days ago
- Milwaukee, WI (17 miles from Franksville, WI)
- 90+ days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, located in...
Demographic Data for Franksville, WI
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Salary for Investment Banking Specialist Jobs in Franksville, WI
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Franksville, WI 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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