Investment Banking Specialist Jobs in Houston, 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.
POSITION SUMMARY Targa Resources Corp., a leading provider of midstream services and one of the largest independent midstream infrastructure companies in North America, is seeking a Senior...
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
Job Details Level: Experienced Job Location: Houston Office - Houston, TX Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Description About Cresset Cresset is a...
2026 Truist Securities - Investment Banking Analyst Program - Energy
- Houston, TX
- 8 days ago
- Houston, TX
- 8 days ago
Analysts create and analyze financial models, develop client presentations and conduct industry research....
Reporting to the Director of Operations, the Investment Operations Associate plays a mission-critical role in ensuring the integrity, accuracy, and timeliness of trading, portfolio reporting, and...
2026 Corporate & Investment Banking Associate Program - Early Careers
- Houston, TX
- 10 days ago
- Houston, TX
- 10 days ago
2026 Investment Banking Associate Program Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000...
Responsibilities: Evaluating and analyzing the financial needs of corporate clients, including: financial analysis, building and analyzing advanced financial models including merger models, DCF (NAV...
Global Corporate & Investment Banking Analyst - Energy Finance Team
- Houston, TX
- 13 days ago
- Houston, TX
- 13 days ago
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're...
Remote WorkDevelops and implements Chevron's brand strategies and content. Manages brand identity and ensures Chevrons marketing is aligned with it. Manages the companys web content, edits direct email...
Asset Management Analyst Camden Houston Corporate Office
- Houston, TX
- 14 days ago
- Houston, TX
- 14 days ago
Our ideal candidate will have extensive financial modeling capabilities and excellent written and oral communication skills....
Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than...
Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than...
Zions Bancorporation (NASDAQ: ZION) is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth...
2026 Truist Securities - Investment Banking Analyst Program (Intern Conversion)
- Houston, TX
- 28 days ago
- Houston, TX
- 28 days ago
Analysts create and analyze financial models, develop client presentations and conduct industry research....
Investment Consultant - Houston, TX (Texas Medical Center)
- Houston, TX
- 29 days ago
- Houston, TX
- 29 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...
Demographic Data for Houston, TX
Moving to Houston, TX? Find some basic demographic data about Houston, TX below.
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Salary for Investment Banking Specialist Jobs in Houston, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Houston, 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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