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)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
modeling capabilities Exceptional verbal and written communication, negotiation, and presentation abilities Proven ability to excel both independently and collaboratively in high-pressure, fast-moving...
Technology Execution Director - Wealth Management/Private Bank
- Farmers Branch, TX (13 miles from Plano, TX)
- 2 days ago
- Farmers Branch, TX (13 miles from Plano, TX)
- 2 days ago
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...
D&A Consultant, Investment Management
- Richardson, TX (6 miles from Plano, TX)
- 3 days ago
- Richardson, TX (6 miles from Plano, TX)
- 3 days ago
SUMMARY The Investment Management (IM) Consultant is ultimately responsible for the success of our business partners implementing and utilizing Asset Investment management (AIM) and Investor...
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
Asset Management Analyst Summary: This role will be part of CWS' Asset Management team, which is responsible for managing, monitoring, and reporting on the performance of a large national...
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
- Dallas, TX (18 miles from Plano, TX)
- 8 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...
Senior Wealth Strategist - PNC Private Bank
- Dallas, TX (18 miles from Plano, TX)
- 12 days ago
- Dallas, TX (18 miles from Plano, TX)
- 12 days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Managing Director, Wealth Management
- Dallas, TX (18 miles from Plano, TX)
- 17 days ago
- Dallas, TX (18 miles from Plano, TX)
- 17 days ago
Professional designations, including CFP, CFA, CPA, or CTFA are preferred Requires experience or demonstrated understanding of investments, banking, trust administration, financial planning, estate...
Director of Wealth Management Client Services
- Dallas, TX (18 miles from Plano, TX)
- 17 days ago
- Dallas, TX (18 miles from Plano, TX)
- 17 days ago
Position Summary The Director of Wealth Management Client Services is responsible for oversight of the Wealth Client Service teams and the delivery of service excellence as defined for the Wealth...
- Dallas, TX (18 miles from Plano, TX)
- 17 days ago
- Dallas, TX (18 miles from Plano, TX)
- 17 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....
Position Summary Headquartered in Ridgefield Park, N.J., Samsung Electronics America, Inc. (SEA) is a leader in mobile technologies, consumer electronics, home appliances and enterprise solutions....
Asset Management Analyst- Renewable Energy- Solar
- Dallas, TX (18 miles from Plano, TX)
- 22 days ago
- Dallas, TX (18 miles from Plano, TX)
- 22 days ago
We're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we're proud of the difference we make to customers, to local...
Investment Banking, Associate, Product Manager, Dallas
- Dallas, TX (18 miles from Plano, TX)
- 23 days ago
- Dallas, TX (18 miles from Plano, TX)
- 23 days ago
Investment Banking The Investment Banking business (IB) works on some of the most complex financial challenges and transactions in the market today....
- McKinney, TX (11 miles from Plano, TX)
- 30+ days ago
- McKinney, TX (11 miles from Plano, TX)
- 30+ 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...
Energy Investment Banking Analyst II
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
Responsibilities : Support senior bankers with day-to-day transaction due diligence and execution Develop fully dynamic 3-statement financial models and other complex models as well as valuation analyses...
Investment Analyst or Associate
- Dallas, TX (18 miles from Plano, TX)
- 45+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 45+ 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...
Demographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
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
- 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
Other Career Titles
Here are some other career titles that require similar skills
Investment Banking Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »