Investment Banking Specialist Jobs in Frisco, 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.
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 (14 miles from Frisco, TX)
- 9 days ago
- McKinney, TX (14 miles from Frisco, 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...
Director - Investment Strategist- Retirement Services
- Westlake, TX (24 miles from Frisco, TX)
- 30+ days ago
- Westlake, TX (24 miles from Frisco, TX)
- 30+ days ago
Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment...
- Plano, TX (11 miles from Frisco, TX)
- 90+ days ago
- Plano, TX (11 miles from Frisco, TX)
- 90+ days ago
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you...
Demographic Data for Frisco, TX
Moving to Frisco, TX? Find some basic demographic data about Frisco, TX below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Frisco, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Frisco, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist 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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