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.
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...
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...
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
- 6 days ago
- Dallas, TX
- 6 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
- 6 days ago
- Dallas, TX
- 6 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
- 6 days ago
- Dallas, TX
- 6 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
- 6 days ago
- Dallas, TX
- 6 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
- 7 days ago
- Dallas, TX
- 7 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
- 7 days ago
- Dallas, TX
- 7 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
- 7 days ago
- Dallas, TX
- 7 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...
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...
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 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...
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
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Salary for Investment Banking Specialist Jobs in Dallas, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Dallas, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Credit Analysis
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Fundraising
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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