Investment Banking Specialist Jobs in Texas
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
- 4 days ago
- Lakeview Loan Servicing
- Dallas, TX
- 4 days ago
analysis, real estate acquisitions, or engineering....
Remote WorkDeloitte Corporate Finance - Investment Banking Analyst
- Dallas, TX
- 4 hours ago
- Dallas, TX
- 4 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...
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
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...
Job Details Level: Experienced Job Location: Houston Office - Houston, TX Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Description About Cresset Cresset is a...
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...
Track, review, and summarize outsourced alternative investment research and due diligence....
Remote WorkJunior 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...
2026 Truist Securities - Investment Banking Analyst Program - Energy
- Houston, TX
- 7 days ago
- Houston, TX
- 7 days ago
Analysts create and analyze financial models, develop client presentations and conduct industry research....
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...
Build and maintain complex financial models and perform valuation analyses (DCF, precedent transactions, comparable companies)....
Reporting to the Director of Operations, the Investment Operations Associate plays a mission-critical role in ensuring the integrity, accuracy, and timeliness of trading, portfolio reporting, and...
Investment Banking Analyst (Class of 2026) Power, Utilities & Renewables
- Dallas, TX
- 10 days ago
- Dallas, TX
- 10 days ago
cash flow, LBO, trading comparables, precedent transactions, etc.)...
2026 Corporate & Investment Banking Associate Program - Early Careers
- Houston, TX
- 10 days ago
- Houston, TX
- 10 days ago
2026 Investment Banking Associate Program Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000...
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Essential Duties and Responsibilities...
Demographic Data for Texas
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Texas
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Texas 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
- Reimbursement
- Risk Management
- Strategy Development
- Business Development
- Accounting
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Reporting
- Collaboration
- Flexibility
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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