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.
Analyst, Investment Management
- Dallas, TX (23 miles from Plano, TX)
- 3 hours ago
- Dallas, TX (23 miles from Plano, TX)
- 3 hours ago
3436 Sunnyvale Street, Dallas TX 75216, United States Job Description Invitation Homes (NYSE: INVH) is the leading owner and operator of single-family rental homes in the United States with a...
- McKinney, TX (11 miles from Plano, TX)
- 4 days ago
- McKinney, TX (11 miles from Plano, TX)
- 4 days ago
Typical Hiring Range $56,784.53 - $60,412.45 This position oversees the methods for collecting, analyzing, and interpreting data for the Environmental Services division within Public Works....
Investment Consultant - Dallas, TX (Park Cities)
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Deloitte Corporate Finance - Investment Banking Associate
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
modeling and analysis in a professional setting Proven experience analyzing and interpreting financial statements Ability to design and provide research-based financial recommendations as well as develop...
Real Estate Investment Analyst
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
- Dallas, TX (18 miles from Plano, TX)
- 8 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...
PGIM Real Estate Investment Analyst (Hybrid-Dallas, TX)
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
What you can expect Work as part of a Real Estate Investment team to provide in-depth analysis of potential real estate transactions across a variety of capital sources Perform financial modeling and...
Director of Investment Management
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
The Director of Investment Management is responsible for executing the strategic vision for the Regional Operating Portfolio. The Director of Investment Management will lead in all decision making...
PGIM Private Capital (Prudential): 2026 Investment Analyst Program
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What You'll Need: Candidates must be enrolled in an accredited...
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
Help build and update financial models, including cash flow projections, Argus models, and sensitivity analyses, under the guidance of senior team members....
PGIM Private Capital (Prudential): 2026 Summer Investment Analyst Program
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
models Writing investment recommendations Conducting portfolio and credit monitoring Preparing marketing materials What You'll Need: Candidates must be enrolled in an accredited bachelor's program...
PGIM: 2026 Real Estate, Investment Analyst Program (Originations)
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
Job Classification: Investment Management - Investments PGIM: 2026 Real Estate, Investment Analyst Program (Originations) This position is only available in the following locations: New York, NY;...
PGIM Private Capital (Prudential): 2026 Power & Renewables, Investment Analyst Program
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What Youll Need: Candidates must be enrolled in an accredited...
PGIM Private Capital (Prudential): 2026 Power & Renewables, Summer Investment Analyst Program
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
executives at portfolio and prospect companies A fast-paced learning environment and work-life balance Responsibilities may include but are not limited to: Conducting industry and company research Financial...
PGIM Private Capital (Prudential): 2026 Energy, Summer Investment Analyst Program
- Dallas, TX (18 miles from Plano, TX)
- 15 days ago
- Dallas, TX (18 miles from Plano, TX)
- 15 days ago
modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What Youll need: Candidates must be enrolled in an accredited...
Divisional Managed Investment Consultant
- Frisco, TX (11 miles from Plano, TX)
- 15 days ago
- Frisco, TX (11 miles from Plano, TX)
- 15 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
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
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Financial Planning
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Venture Capital
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Credit Analysis
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Flexibility
- Reporting
- Documentation
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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