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.
Junior Software Asset Management Analyst
- Allen, TX (15 miles from Frisco, TX)
- 7 days ago
- Allen, TX (15 miles from Frisco, TX)
- 7 days ago
Junior Software Asset Management Analyst You will work closely with Change Management, IT Vendor Management, Procurement, Infrastructure and Operations teams to help maintain the day-to-day...
Associate Director, Investment Accounting
- Addison, TX (15 miles from Frisco, TX)
- 20 days ago
- Addison, TX (15 miles from Frisco, TX)
- 20 days ago
Associate Director, Investment Accounting Sponsorship is not available for this role Company Summary Come join one of America’s fastest growing insurance companies with a stable history of 175...
Divisional Managed Investment Consultant Divisional Managed Investment Consultant
- Frisco, TX
- 20 days ago
- Frisco, TX
- 20 days ago
Skills: Executive Presence Portfolio Analysis Portfolio Management Research Analysis Wealth Planning Active Listening Adaptability Product Marketing and Branding Sales Strategy Trading and Investment...
Senior Investment Analyst (REMOTE)
- Plano, TX (11 miles from Frisco, TX)
- 20 days ago
- Plano, TX (11 miles from Frisco, TX)
- 20 days ago
Strong skills in investment analysis, portfolio analysis, and finance. Knowledge of securities, financial services, asset management, and trade finance....
Remote WorkInvestment Consultant - Plano, TX
- Plano, TX (11 miles from Frisco, TX)
- 30+ days ago
- Plano, TX (11 miles from Frisco, TX)
- 30+ days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Analyst, Investment Compliance
- Addison, TX (15 miles from Frisco, TX)
- 30+ days ago
- Addison, TX (15 miles from Frisco, TX)
- 30+ days ago
Investment Compliance Analyst Job Summary The Investment Compliance Analyst is responsible for supporting and enhancing the compliance programs of NLG Capital, Inc. (the Firm), an SEC-registered...
Identity & Asset Management Analyst
- Addison, TX (15 miles from Frisco, TX)
- 30+ days ago
- Addison, TX (15 miles from Frisco, TX)
- 30+ days ago
Overview HaloMD Identity and Access Management Analyst About HaloMD HaloMD is the premier expert in Independent Dispute Resolution (IDR), with an exclusive focus on navigating the complexities of...
Analysis Coaching Collaboration Customer and Client Focus Influence Process Simplification Shift: 1st shift (United States of America) Hours Per Week: 40...
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
- Bloomberg Terminal
- FactSet
- Alternative Investments
- Financial Planning
- Equities
- Derivatives
- Estate Planning
- Financial Modeling
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Wealth Management
- Fixed Income
- Capital Markets
- Valuation
- Investment Banking
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Market Research
- Asset Management
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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