Investment Banking Specialist Jobs in Dallas, TX

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.

1-15 of 22 Jobs

Real Estate Investment Analyst

  • Dallas, TX
  • 1 day ago
  • Dallas, TX
  • 1 day 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
  • 1 day ago
  • Dallas, TX
  • 1 day 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
  • 6 days ago
  • Dallas, TX
  • 6 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...

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...

Help build and update financial models, including cash flow projections, Argus models, and sensitivity analyses, under the guidance of senior team members....

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...

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;...

modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What Youll Need: Candidates must be enrolled in an accredited...

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...

modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What Youll need: Candidates must be enrolled in an accredited...

Wealth Strategist / Client Development Sales Executive

  • Dallas, TX
  • 14 days ago
  • Dallas, TX
  • 14 days ago

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...

Capital Investment Specialist

  • Dallas, TX
  • 23 days ago
  • Dallas, TX
  • 23 days ago

modeling capabilities Exceptional verbal and written communication, negotiation, and presentation abilities Proven ability to excel both independently and collaboratively in high-pressure, fast-moving...

D&A Consultant, Investment Management

  • Richardson, TX (12 miles from Dallas, TX)
  • 26 days ago
  • Richardson, TX (12 miles from Dallas, TX)
  • 26 days ago

SUMMARY The Investment Management (IM) Consultant is ultimately responsible for the success of our business partners implementing and utilizing Asset Investment management (AIM) and Investor...

Asset Management Analyst

  • Dallas, TX
  • 27 days ago
  • Dallas, TX
  • 27 days ago

Asset Management Analyst Summary: This role will be part of CWS' Asset Management team, which is responsible for managing, monitoring, and reporting on the performance of a large national...

Managing Director, Wealth Management

  • Dallas, TX
  • 30+ days ago
  • Dallas, TX
  • 30+ days ago

Professional designations, including CFP, CFA, CPA, or CTFA are preferred Requires experience or demonstrated understanding of investments, banking, trust administration, financial planning, estate...

Demographic Data for Dallas, TX

Moving to Dallas, TX? Find some basic demographic data about Dallas, TX below.


Local
National
1,377,042
41,647
Large

Investment Banking Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...

Title Synonyms

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Salary for Investment Banking Specialist Jobs in Dallas, TX

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Investment Banking Specialist positions.



Highest Education Level

Investment Banking Specialists in Dallas, TX offer the following education background
Bachelor's Degree
50.0%
Master's Degree
41.7%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


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