Investment Banking Specialist Jobs in Hartford, 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.
- Hartland, WI (13 miles from Hartford, WI)
- 1 day ago
- Hartland, WI (13 miles from Hartford, WI)
- 1 day ago
modeling skills including thorough knowledge of Excel, and ARGUS a plus Proficiency in MS Outlook and Word, ability to learn Salesforce and other company software as needed Proven written and oral...
- Grafton, WI (21 miles from Hartford, WI)
- 4 days ago
- Grafton, WI (21 miles from Hartford, WI)
- 4 days ago
North Shore Bank\'s Investment Consultants providesales and consultation services for mutual funds, variable annuities,securities, and other investment vehicles to our customers....
Investment Consultant MassMutual Hartford, United States Posted 23 hours ago Permanent Competitive Investment Consultant MassMutual Hartford, United States Investment Consultant Investment...
- Brookfield, WI (22 miles from Hartford, WI)
- 23 days ago
- Brookfield, WI (22 miles from Hartford, WI)
- 23 days ago
North Shore Bank\'s Investment Consultants providesales and consultation services for mutual funds, variable annuities,securities, and other investment vehicles to our customers....
Demographic Data for Hartford, WI
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Salary for Investment Banking Specialist Jobs in Hartford, WI
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Hartford, 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
- 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
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