Investment Banking Specialist Jobs in Katy, 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.
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
- Houston, TX (22 miles from Katy, TX)
- 4 days ago
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...
Investment Banking Analyst, Energy - Houston
- Houston, TX (22 miles from Katy, TX)
- 11 days ago
- Houston, TX (22 miles from Katy, TX)
- 11 days ago
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
Managing Director, Investment Banking
- Houston, TX (22 miles from Katy, TX)
- 18 days ago
- Houston, TX (22 miles from Katy, TX)
- 18 days ago
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 - City National Rochdale
- Houston, TX (22 miles from Katy, TX)
- 22 days ago
- Houston, TX (22 miles from Katy, TX)
- 22 days ago
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...
- Houston, TX (22 miles from Katy, TX)
- 30+ days ago
- Houston, TX (22 miles from Katy, TX)
- 30+ days ago
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...
Analyst, Investment Banking Clean Tech, Houston
- Houston, TX (22 miles from Katy, TX)
- 30+ days ago
- Houston, TX (22 miles from Katy, TX)
- 30+ days ago
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 (22 miles from Katy, TX)
- 30+ days ago
- Houston, TX (22 miles from Katy, 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 (22 miles from Katy, TX)
- 30+ days ago
- Houston, TX (22 miles from Katy, 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...
- Houston, TX (22 miles from Katy, TX)
- 45+ days ago
- Houston, TX (22 miles from Katy, TX)
- 45+ days ago
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...
Asset Management Analyst I_OPMA1H
- Houston, TX (22 miles from Katy, TX)
- 60+ days ago
- Houston, TX (22 miles from Katy, TX)
- 60+ days ago
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...
Senior Investment Analyst - Infrastructure
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
- Houston, TX (22 miles from Katy, TX)
- 90+ days ago
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 Katy, TX
Moving to Katy, TX? Find some basic demographic data about Katy, TX below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Katy, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Katy, 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
- Financial Planning
- Financial Modeling
- Equities
- Derivatives
- Hedge Funds
- Wealth Management
- Corporate Finance
- Investment Analysis
- Venture Capital
- Fixed Income
- Valuation
- Investment Banking
- Capital Markets
- Investment Management
- Credit Analysis
- Financial Analysis
- Private Equity
- Sarbanes-Oxley Compliance
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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