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.
modeling capabilities Exceptional verbal and written communication, negotiation, and presentation abilities Proven ability to excel both independently and collaboratively in high-pressure, fast-moving...
Banking, M&A, Corporate Banking, Leveraged Finance, Debt/Equity Capital Markets, Corporate Development, or Private Equity Strong financial modeling and analytical skills Excellent written and verbal...
Context & Environment Working at TotalEnergies At TotalEnergies we are committed to balancing flexibility while fostering strong relationships among our team members. Our office-based employees...
Remote WorkTechnology Execution Director - Wealth Management/Private Bank
- Farmers Branch, TX
- 2 days ago
- Farmers Branch, 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...
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...
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
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...
Global Corporate & Investment Banking Analyst - Energy Finance Team
- Houston, TX
- 5 days ago
- Houston, TX
- 5 days ago
An integral part of the Energy Finance team, the Global Corporate and Investment Banking Analyst ("Analyst") will assist in the management of major client relationships by providing financial analysis...
Remote WorkWhat You'll Do: Build and enhance financial models to support investment decisions across renewable asset classes (solar, wind, land leaseholds, royalties, etc.)...
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...
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...
Director, Wealth Management Coaching & Consulting - WCS & Specialized Teams
- Westlake, TX
- 10 days ago
- Westlake, TX
- 10 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
modeling systems such as eMoney, NaviPlan, WealthStation, or the like Demonstrable proficiency in Salesforce Stay current on cutting edge wealth planning solutions while retaining the ability to explain...
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
Demographic Data for Texas
Moving to Texas? Find some basic demographic data about Texas below.
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
- 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
- Accounting
- Risk Management
- 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
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