Investment Banking Analyst Jobs in Plano, 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.
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
funds, real estate, timberland, and oil & gas.Represent Cambridge Associates externally through marketing presentations, conferences, and other business development opportunities.Oversight of analyst...
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
About Communities Foundation of Texas The mission of Communities Foundation of Texas (CFT) is to improve the lives of all people in our community by investing in their health, wealth, living, and...
Investment Analyst or Associate
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
Qualifications: Bachelor's degree in business, finance, or related field Experience using Excel to construct financial models for transactions Excellent written and oral communication skills and the...
Asset & Wealth Management, Real Estate, Debt Capital Markets, Analyst, Dallas
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world....
Director, Wealth Management Coach-Frisco, TX
- Frisco, TX (11 miles from Plano, TX)
- 6 days ago
- Frisco, TX (11 miles from Plano, TX)
- 6 days ago
DIRECTOR, WEALTH MANAGEMENT COACH-FRISCO, TX Type: Full Time Location(s): Frisco, TX 75034, United States 6400 Fannin Street, Houston, TX 77030, United States 3965 Dallas Parkway, Frisco, TX...
- McKinney, TX (11 miles from Plano, TX)
- 9 days ago
- McKinney, TX (11 miles from Plano, TX)
- 9 days ago
WORKING FOR THE CITY OF MCKINNEY Working for the City of McKinney is more than just a job; it's a chance to make a meaningful impact in the lives of others. Proudly recognized on the Top...
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
Develop and maintain financial models to assess investment risks and returns....
Summer 2026 Koch Real Estate Investment Analyst Internship
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
Typical responsibilities include financial modeling, creating investment committee presentation materials, and conducting market research....
Asset Management Analyst / Business Analyst
- Dallas, TX (18 miles from Plano, TX)
- 25 days ago
- Dallas, TX (18 miles from Plano, TX)
- 25 days ago
Understanding of basic financial modeling, valuation concepts, and methodologies. Strong quantitative skills and demonstrated analytical ability....
- Dallas, TX (18 miles from Plano, TX)
- 29 days ago
- Dallas, TX (18 miles from Plano, TX)
- 29 days ago
Understanding of basic financial modeling and valuation terms, concepts and methodologies Strong quantitative skills and demonstrated analytical ability....
PGIM Private Capital (Prudential) - Investment Analyst, Power and Renewables
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
modeling and credit analysis Writing investment recommendations Communication with portfolio companies Transaction and due diligence support Portfolio and credit monitoring Preparation of marketing...
Real Estate Investment Analyst
- Dallas, TX (18 miles from Plano, TX)
- 90+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 90+ days ago
models of existing and potential new investments Stress testing investment performance through the scenario and sensitivity analysis Creation and presenting of investment memorandums Monitor and research...
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
investments and quantitative, factor-based investing a plus Strong quantitative skills required Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA...
- Dallas, TX (18 miles from Plano, TX)
- 45+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 45+ days ago
Develops and maintains an understanding of applicable federal, state, and local laws and regulations pertaining to investment, banking, and fiduciary services. 9....
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
Job Details: Investment Banking Analyst 100-130K Remote with occasional travel!...
Demographic Data for Plano, TX
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Salary for Investment Banking Analyst Jobs in Plano, TX
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Plano, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Analyst position
- Asset Allocation
- Equity Research
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Leadership
- Communication Skills
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