Investment Banking Analyst Jobs in Addison, TX
An Investment Banking Analyst plays a key role in the finance industry by assisting in the creation and execution of investment strategies for companies, governments, and other large entities. They conduct industry research, prepare financial models, and perform detailed company valuations to support investment decisions. They also help manage and structure financial transactions, including mergers, acquisitions, and public offerings. Analysts often work with senior bankers to liaise with clients and provide them with strategic advice.
Investment Banking Analysts should have robust quantitative and analytical skills, attention to detail, and strong communication abilities. Familiarity with financial modeling and valuation techniques is essential, and proficiency in financial software and databases is highly beneficial. Relevant certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) can elevate credibility in this role. Prior roles that could lead to an Investment Banking Analyst position include roles such as a Financial Analyst, Business Analyst, or Associate in a smaller investment bank or financial consulting firm.
Consultant - Investment Compliance - Investment Management
- Deloitte
- Dallas, TX (12 miles from Addison, TX)
- 5 days ago
- Dallas, TX (12 miles from Addison, TX)
- 5 days ago
Consultant - Investment Compliance - Investment Management - Enterprise Operations & Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an...
In PersonPrivate Equity Specialist Dallas, TX, USA
- Vanguard Group, Inc.
- Dallas, TX (12 miles from Addison, TX)
- 11 days ago
- Dallas, TX (12 miles from Addison, TX)
- 11 days ago
Private Equity Specialist The Opportunity As investor interest in private markets accelerates, the Private Markets team within Advice & Wealth Solutions is helping drive future growth and...
Hybrid- Bank of America Corporation
- Dallas, TX (12 miles from Addison, TX)
- 13 days ago
- Dallas, TX (12 miles from Addison, TX)
- 13 days ago
Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk...
In Person- Cetera Financial Group
- Dallas, TX (12 miles from Addison, TX)
- 18 days ago
- Dallas, TX (12 miles from Addison, TX)
- 18 days ago
You will play a pivotal role in executing and managing financial transactions across a range of assets, primarily exchange-traded funds (ETFs), mutual funds, and fixed income....
HybridAssociate Director, Investment
- Publicis Groupe Holdings B.V
- Plano, TX (9 miles from Addison, TX)
- 19 days ago
- Plano, TX (9 miles from Addison, TX)
- 19 days ago
Company description Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and...
In PersonReal Estate Asset Management Analyst
- RPM Living
- Dallas, TX (12 miles from Addison, TX)
- 22 days ago
- Dallas, TX (12 miles from Addison, TX)
- 22 days ago
Overview At RPM, we're in the business of extraordinary. We believe people-first is the way to success which is why we provide top industry pay, comprehensive benefits, and a path of upward...
In PersonDefined Contribution Investment Director
- PNC Financial Services Group, Inc.
- Dallas, TX (12 miles from Addison, TX)
- 26 days ago
- Dallas, TX (12 miles from Addison, TX)
- 26 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
In PersonJ.P. Morgan Wealth Management - New Client Investment Specialist
- JPMorgan Chase & Co.
- Plano, TX (9 miles from Addison, TX)
- 28 days ago
- Plano, TX (9 miles from Addison, TX)
- 28 days ago
JobID: 210744998 Category: Client Service JobSchedule: Full time Posted Date: 2026-05-05T21:49:58+00:00 JobShift: : At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients,...
HybridAssociate Private Wealth Strategist
- BOK Financial Corp.
- Dallas, TX (12 miles from Addison, TX)
- 28 days ago
- Dallas, TX (12 miles from Addison, TX)
- 28 days ago
Experience with all types of investment products, portfolio construction, and investment analysis....
In PersonIn doing so, they will work on projects related to asset allocation, risk management, performance measurement, competitive intelligence, and other investment related projects....
In PersonRegional Director - Wealth Management
- VOYA Financial Inc.
- Dallas, TX (12 miles from Addison, TX)
- 30+ days ago
- Dallas, TX (12 miles from Addison, TX)
- 30+ days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
In PersonAsset Management Analyst, Intern
- TruAmerica Multifamily
- Dallas, TX (12 miles from Addison, TX)
- 45+ days ago
- Dallas, TX (12 miles from Addison, TX)
- 45+ days ago
Asset Management Analyst, Intern Objective The position is a unique opportunity to join an active, entrepreneurial, and high-energy asset management team. The ideal candidate will be an organized...
In Person Internship- Scottish Rite for Children
- Dallas, TX (12 miles from Addison, TX)
- 60+ days ago
- Dallas, TX (12 miles from Addison, TX)
- 60+ days ago
Conduct portfolio optimization and stochastic modeling using asset allocation parameters. Prepare special analysis, ad hoc reporting and other duties as assigned....
In PersonWealth Management, Senior Alternative Investment Specialist, Managing Director
- JP Morgan
- Dallas, TX (12 miles from Addison, TX)
- 60+ days ago
- Dallas, TX (12 miles from Addison, TX)
- 60+ days ago
clients on allocations to alternative investments....
In PersonDirector, Investment Accounting
- National Life Group
- Addison, TX
- 60+ days ago
- Addison, TX
- 60+ days ago
Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad....
In PersonDemographic Data for Addison, TX
Moving to Addison, TX? Find some basic demographic data about Addison, TX below.
Investment Banking Analyst Online Courses and Training Opportunities
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Salary for Investment Banking Analyst Jobs in Addison, TX
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Addison, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Analyst position
- FactSet
- Equity Research
- Financial Statements
- Asset Allocation
- Financial Planning
- Alternative Investments
- Financial Statement Analysis
- Mutual Funds
- Financial Modeling
- Wealth Management
- Investment Analysis
- Hedge Funds
- Investment Banking
- Derivatives
- Valuation
- Restructuring
- Corporate Finance
- Fixed Income
- Estate Planning
- Capital Markets
- Balance Sheets
- Investment Management
- Private Equity
- Financial Analysis
- Client Relationships
- Portfolio Management
- Mergers & Acquisitions
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Acquisitions
- Finance
- Accounting
- Strategy Development
- Business Development
- Presentation
- Consulting
- Documentation
- Verbal Communication
- Reporting
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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