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.
Energy Investment Banking Associate - (A&D Geologist)
- Houston, TX
- 2 hours ago
- Houston, TX
- 2 hours ago
Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions 5. Strong organizational and leadership skills 6....
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
Capital Markets Investment Banking Associate Director / Vice President - Houston, TX
- Houston, TX
- 4 days ago
- Houston, TX
- 4 days ago
models and comparable company and/or transaction analysis Conduct industry and company-specific due diligence for transactions, prospecting, and create internal and external presentations materials...
Strong financial modeling skills. Strong organizational, multi-tasking, and prioritizing skills. Excellent verbal, written, and interpersonal communication skills....
Job Title: Managing Director - Investment Banking Location: REMOTE Industry: Financial Services | Investment Banking Employment Type: Full-time, Executive Level About the Opportunity: Our client,...
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...
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
- 30+ days ago
- Houston, TX
- 30+ days ago
YOUR IMPACT Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their...
Capital Markets Associate Investment Banking Director - Houston, TX
- Houston, TX
- 30+ days ago
- Houston, TX
- 30+ days ago
models and comparable company and/or transaction analysis Conduct industry and company-specific due diligence for transactions, prospecting, and create internal and external presentations materials...
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...
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...
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...
This position is responsible for: Supporting senior team members with transaction due diligence, including opportunity screening, business and industry research, financial modeling, preparation of credit...
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
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- Generally Accepted Accounting Principles
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Investment Analysis
- Corporate Finance
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Financial Analysis
- Sarbanes-Oxley Compliance
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Coaching
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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