Investment Banking Specialist Jobs in Southlake, 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.
Director of Investment Management
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
The Director of Investment Management is responsible for executing the strategic vision for the Regional Operating Portfolio. The Director of Investment Management will lead in all decision making...
PGIM Private Capital (Prudential): 2026 Investment Analyst Program
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What You'll Need: Candidates must be enrolled in an accredited...
PGIM: 2026 Real Estate, Summer Investment Analyst Program (Originations)
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
Help build and update financial models, including cash flow projections, Argus models, and sensitivity analyses, under the guidance of senior team members....
PGIM Private Capital (Prudential): 2026 Summer Investment Analyst Program
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
models Writing investment recommendations Conducting portfolio and credit monitoring Preparing marketing materials What You'll Need: Candidates must be enrolled in an accredited bachelor's program...
PGIM: 2026 Real Estate, Investment Analyst Program (Originations)
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
Job Classification: Investment Management - Investments PGIM: 2026 Real Estate, Investment Analyst Program (Originations) This position is only available in the following locations: New York, NY;...
Advisor Services Alternative Investment Specialist
- Westlake, TX (5 miles from Southlake, TX)
- 3 days ago
- Westlake, TX (5 miles from Southlake, TX)
- 3 days ago
._ Advisor Services Trading Operations is a team that reviews and processes Alternative Investment purchases and redemptions....
PGIM Private Capital (Prudential): 2026 Power & Renewables, Investment Analyst Program
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What Youll Need: Candidates must be enrolled in an accredited...
PGIM Private Capital (Prudential): 2026 Power & Renewables, Summer Investment Analyst Program
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 3 days ago
executives at portfolio and prospect companies A fast-paced learning environment and work-life balance Responsibilities may include but are not limited to: Conducting industry and company research Financial...
PGIM Private Capital (Prudential): 2026 Energy, Summer Investment Analyst Program
- Dallas, TX (23 miles from Southlake, TX)
- 4 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 4 days ago
modeling and analysis Writing investment memorandums and recommendations Portfolio relationship management Preparing marketing materials What Youll need: Candidates must be enrolled in an accredited...
Divisional Managed Investment Consultant
- Frisco, TX (23 miles from Southlake, TX)
- 4 days ago
- Frisco, TX (23 miles from Southlake, TX)
- 4 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Wealth Strategist / Client Development Sales Executive
- Dallas, TX (23 miles from Southlake, TX)
- 11 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 11 days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
- Dallas, TX (23 miles from Southlake, TX)
- 20 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 20 days 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 (14 miles from Southlake, TX)
- 21 days ago
- Farmers Branch, TX (14 miles from Southlake, TX)
- 21 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 (23 miles from Southlake, TX)
- 22 days ago
- Richardson, TX (23 miles from Southlake, TX)
- 22 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 (23 miles from Southlake, TX)
- 24 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 24 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...
Demographic Data for Southlake, TX
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Salary for Investment Banking Specialist Jobs in Southlake, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Southlake, 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
- Corporate Finance
- Investment Analysis
- 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
- Market Research
- Mergers & Acquisitions
- Fundraising
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Mentoring
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Leadership
- Communication Skills
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