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.
WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and...
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...
analysis, real estate acquisitions, or engineering....
PGIM Private Capital Investment Analyst, Energy (Dallas, TX - Hybrid) - R-120594
- Dallas, TX
- 1 day ago
- Dallas, TX
- 1 day ago
Successful candida es must possess the requisite US employment authorization to be eligible for consideration What will set you apart: 1-2 years of experience in investment banking, private credit,...
PGIM Private Capital (Prudential) - Investment Analyst, Power and Renewables - R-120596
- Dallas, TX
- 1 day ago
- Dallas, TX
- 1 day ago
modeling and credit analysis Writing investment recommendations Communication with portfolio companies Transaction and due diligence support Portfolio and credit monitoring Preparation of marketing...
Dedication to building a career in Investment Banking....
TTSTC - Senior Investment Analyst / Investment Associate
- Austin, TX
- 4 days ago
- Austin, TX
- 4 days ago
Investment Analyst (CAIA).A valid Texas (or state of residency) drivers license and a satisfactory driving record are a condition of employment....
alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services....
At Aggreko, we provide energy solutions so communities can thrive, and businesses can grow. We bring power, heat and cooling to customers and communities wherever they need it. We are hiring an...
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...
PGIM Private Capital Investment Analyst, Energy (Dallas, TX - Hybrid)
- Dallas, TX
- 4 days ago
- Dallas, TX
- 4 days ago
Successful candidates must possess the requisite US employment authorization to be eligible for consideration What will set you apart: 1-2 years of experience in investment banking, private credit,...
Director - Investment Strategist- Retirement Services
- Westlake, TX
- 5 days ago
- Westlake, TX
- 5 days ago
Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment...
PGIM Real Estate - Investment Analyst (Agency Lending/Underwriting)
- Dallas, TX
- 6 days ago
- Dallas, TX
- 6 days ago
Perform Excel-based financial modeling and analysis. Exposure to entire loan process from originations to closing....
investments and quantitative, factor-based investing a plus Strong quantitative skills required Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA...
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow...
Demographic Data for Texas
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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
- Financial Modeling
- Mutual Funds
- Corporate Development
- Wealth Management
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Financial Analysis
- Investment Management
- Client Relationships
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Accounting
- Reimbursement
- Strategy Development
- Risk Management
- Business Development
- Analytical Skills
- Decision Making
- Presentation
- Verbal Communication
- Budgets
- Collaboration
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Organization
- Research Skills
- Leadership
- Communication Skills
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