Investment Banking Specialist Jobs in Plano, 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.
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
funds, real estate, timberland, and oil & gas.Represent Cambridge Associates externally through marketing presentations, conferences, and other business development opportunities.Oversight of analyst...
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
About Communities Foundation of Texas The mission of Communities Foundation of Texas (CFT) is to improve the lives of all people in our community by investing in their health, wealth, living, and...
Investment Analyst or Associate
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
Qualifications: Bachelor's degree in business, finance, or related field Experience using Excel to construct financial models for transactions Excellent written and oral communication skills and the...
Asset & Wealth Management, Real Estate, Debt Capital Markets, Analyst, Dallas
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
- Dallas, TX (18 miles from Plano, TX)
- 6 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....
Director, Wealth Management Coach-Frisco, TX
- Frisco, TX (11 miles from Plano, TX)
- 7 days ago
- Frisco, TX (11 miles from Plano, TX)
- 7 days ago
DIRECTOR, WEALTH MANAGEMENT COACH-FRISCO, TX Type: Full Time Location(s): Frisco, TX 75034, United States 6400 Fannin Street, Houston, TX 77030, United States 3965 Dallas Parkway, Frisco, TX...
- McKinney, TX (11 miles from Plano, TX)
- 9 days ago
- McKinney, TX (11 miles from Plano, TX)
- 9 days ago
WORKING FOR THE CITY OF MCKINNEY Working for the City of McKinney is more than just a job; it's a chance to make a meaningful impact in the lives of others. Proudly recognized on the Top...
- Dallas, TX (18 miles from Plano, TX)
- 10 days ago
- Dallas, TX (18 miles from Plano, TX)
- 10 days ago
Develop and maintain financial models to assess investment risks and returns....
Summer 2026 Koch Real Estate Investment Analyst Internship
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
- Dallas, TX (18 miles from Plano, TX)
- 14 days ago
Typical responsibilities include financial modeling, creating investment committee presentation materials, and conducting market research....
Asset Management Analyst / Business Analyst
- Dallas, TX (18 miles from Plano, TX)
- 26 days ago
- Dallas, TX (18 miles from Plano, TX)
- 26 days ago
Understanding of basic financial modeling, valuation concepts, and methodologies. Strong quantitative skills and demonstrated analytical ability....
- Dallas, TX (18 miles from Plano, TX)
- 29 days ago
- Dallas, TX (18 miles from Plano, TX)
- 29 days ago
Understanding of basic financial modeling and valuation terms, concepts and methodologies Strong quantitative skills and demonstrated analytical ability....
PGIM Private Capital (Prudential) - Investment Analyst, Power and Renewables
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
modeling and credit analysis Writing investment recommendations Communication with portfolio companies Transaction and due diligence support Portfolio and credit monitoring Preparation of marketing...
Real Estate Investment Analyst
- Dallas, TX (18 miles from Plano, TX)
- 90+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 90+ days ago
models of existing and potential new investments Stress testing investment performance through the scenario and sensitivity analysis Creation and presenting of investment memorandums Monitor and research...
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
investments and quantitative, factor-based investing a plus Strong quantitative skills required Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA...
- Dallas, TX (18 miles from Plano, TX)
- 45+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 45+ days ago
Develops and maintains an understanding of applicable federal, state, and local laws and regulations pertaining to investment, banking, and fiduciary services. 9....
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
Job Details: Investment Banking Analyst 100-130K Remote with occasional travel!...
Demographic Data for Plano, TX
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Plano, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Plano, 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
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Market Research
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Leadership
- Communication Skills
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