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.
Real Estate Investment Analyst (Remote)
- Lakeview Loan Servicing
- Dallas, TX (24 miles from Plano, TX)
- 4 days ago
- Lakeview Loan Servicing
- Dallas, TX (24 miles from Plano, TX)
- 4 days ago
analysis, real estate acquisitions, or engineering....
Remote WorkDeloitte Corporate Finance - Investment Banking Analyst
- Dallas, TX (18 miles from Plano, TX)
- 12 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 12 hours ago
modeling and analysis in a professional setting Proven experience analyzing and interpreting financial statements Ability to design and provide research-based financial recommendations as well as develop...
- Dallas, TX (18 miles from Plano, TX)
- 4 days ago
- Dallas, TX (18 miles from Plano, TX)
- 4 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...
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
- Dallas, TX (18 miles from Plano, TX)
- 5 days ago
Position Summary The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor...
Junior Software Asset Management Analyst
- Allen, TX (7 miles from Plano, TX)
- 7 days ago
- Allen, TX (7 miles from Plano, TX)
- 7 days ago
Junior Software Asset Management Analyst You will work closely with Change Management, IT Vendor Management, Procurement, Infrastructure and Operations teams to help maintain the day-to-day...
IT Asset Management Analyst 1 - START YOUR IT CAREER
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
- Dallas, TX (18 miles from Plano, TX)
- 8 days ago
Start building your IT career!! Great entry level IT position with the opportunity to join a fast-growing North Dallas Healthcare Corporation!! Support global IT asset tracking and compliance for...
Healthcare Investment Banking Analyst/Associate
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
- Dallas, TX (18 miles from Plano, TX)
- 9 days ago
Build and maintain complex financial models and perform valuation analyses (DCF, precedent transactions, comparable companies)....
Investment Banking Analyst (Class of 2026) Power, Utilities & Renewables
- Dallas, TX (18 miles from Plano, TX)
- 10 days ago
- Dallas, TX (18 miles from Plano, TX)
- 10 days ago
cash flow, LBO, trading comparables, precedent transactions, etc.)...
Lead Alternative Investment Consultant
- Dallas, TX (18 miles from Plano, TX)
- 13 days ago
- Dallas, TX (18 miles from Plano, TX)
- 13 days ago
investments and the depth and breadth of solutions available Build visibility around the Alternative Investment platform with investment professionals who are less familiar with the alternative investment...
- Dallas, TX (18 miles from Plano, TX)
- 16 days ago
- Dallas, TX (18 miles from Plano, TX)
- 16 days ago
Overview McGuireWoods is seeking to hire a Private Equity Analyst to join the team in our Dallas, TX or Los Angeles (Century City), CA offices. The Private Equity Analyst provides essential...
Associate Director, Investment Accounting
- Addison, TX (9 miles from Plano, TX)
- 20 days ago
- Addison, TX (9 miles from Plano, TX)
- 20 days ago
Associate Director, Investment Accounting Sponsorship is not available for this role Company Summary Come join one of America’s fastest growing insurance companies with a stable history of 175...
Divisional Managed Investment Consultant Divisional Managed Investment Consultant
- Frisco, TX (11 miles from Plano, TX)
- 20 days ago
- Frisco, TX (11 miles from Plano, TX)
- 20 days ago
Skills: Executive Presence Portfolio Analysis Portfolio Management Research Analysis Wealth Planning Active Listening Adaptability Product Marketing and Branding Sales Strategy Trading and Investment...
- Dallas, TX (18 miles from Plano, TX)
- 20 days ago
- Dallas, TX (18 miles from Plano, TX)
- 20 days ago
Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, Board materials,...
Investment Sales Analyst Investment Sales Analyst
- Dallas, TX (18 miles from Plano, TX)
- 20 days ago
- Dallas, TX (18 miles from Plano, TX)
- 20 days ago
The Financial Analyst will be a motivated individual with demonstrated experience in real estate financial modeling skills....
- Dallas, TX (18 miles from Plano, TX)
- 20 days ago
- Dallas, TX (18 miles from Plano, TX)
- 20 days ago
Knowledge of commercial real estate finance and commercial loan terminology Demonstrated Professional Competencies to include: Demonstrated expertise in financial modeling and analytical skills Exceptional...
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
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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
- Bloomberg Terminal
- FactSet
- Alternative Investments
- Financial Planning
- Equities
- Derivatives
- Estate Planning
- Financial Modeling
- Hedge Funds
- Investment Analysis
- Corporate Finance
- Wealth Management
- Fixed Income
- Capital Markets
- Valuation
- Investment Banking
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Private Equity
- Financial Services
- Portfolio Management
- Due Diligence
- Market Research
- Asset Management
- Mergers & Acquisitions
- Modeling
- Finance
- Acquisitions
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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