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.
Banking, M&A, Corporate Banking, Leveraged Finance, Debt/Equity Capital Markets, Corporate Development, or Private Equity Strong financial modeling and analytical skills Excellent written and verbal...
Global Corporate & Investment Banking Analyst - Energy Finance Team
- Houston, TX
- 5 days ago
- Houston, TX
- 5 days ago
An integral part of the Energy Finance team, the Global Corporate and Investment Banking Analyst ("Analyst") will assist in the management of major client relationships by providing financial analysis...
Remote WorkWhat You'll Do: Build and enhance financial models to support investment decisions across renewable asset classes (solar, wind, land leaseholds, royalties, etc.)...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
modeling systems such as eMoney, NaviPlan, WealthStation, or the like Demonstrable proficiency in Salesforce Stay current on cutting edge wealth planning solutions while retaining the ability to explain...
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
- Houston, TX
- 16 days ago
- Houston, TX
- 16 days ago
Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world....
Capital Markets Associate Investment Banking Director - Houston, TX
- Houston, TX
- 17 days ago
- Houston, TX
- 17 days ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
Stress-test financial models, identify risks, and make tax-aware recommendations. Analyze legal structures, offering docs, and portfolio construction....
Are you an experienced estate tax professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you? In an effort to...
Job Summary: We are seeking a Finance Analyst to support financial modeling, deal valuations, market research, and database management....
Job Description Asset Management Analyst I_OPMA1H Posting Start Date: 4/30/25 Requisition ID: 45607 Apply now Informations generales HOUSTON, United States, 77056 ENGIE North America Inc. Skilled...
Job Description Asset Management, Analyst II Posting Start Date: 4/24/25 Requisition ID: 46198 Apply now Informations generales HOUSTON, United States, 77056 ENGIE North America Inc. Junior...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Demographic Data for Houston, TX
Moving to Houston, TX? Find some basic demographic data about Houston, TX below.
Investment Banking Specialist Online Courses and Training Opportunities
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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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Mutual Funds
- Financial Modeling
- Equities
- Derivatives
- Wealth Management
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Venture Capital
- Restructuring
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Asset Management
- Due Diligence
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Mentoring
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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