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.
YOU MUST HAVE + A minimum of 2 years of experience in capital markets, investment banking, or a related role. + Strong knowledge of financial markets, capital structure, and debt instruments. + Experience...
funds, real estate, timberland, and oil & gas.Represent Cambridge Associates externally through marketing presentations, conferences, and other business development opportunities.Oversight of analyst...
Who we are: Farm Credit Bank of Texas is a $39.3 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding...
About Communities Foundation of Texas The mission of Communities Foundation of Texas (CFT) is to improve the lives of all people in our community by investing in their health, wealth, living, and...
Qualifications: Bachelor's degree in business, finance, or related field Experience using Excel to construct financial models for transactions Excellent written and oral communication skills and the...
Job Description Asset Management, Analyst II Posting Start Date: 4/24/25 Requisition ID: 46198 Apply now Informations generales HOUSTON, United States, 77056 ENGIE North America Inc. Junior...
Asset & Wealth Management, Real Estate, Debt Capital Markets, Analyst, Dallas
- Dallas, TX
- 5 days ago
- Dallas, TX
- 5 days ago
Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world....
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
DIRECTOR, WEALTH MANAGEMENT COACH-FRISCO, TX Type: Full Time Location(s): Frisco, TX 75034, United States 6400 Fannin Street, Houston, TX 77030, United States 3965 Dallas Parkway, Frisco, TX...
This position will support the full range of Dimensional's US investment solutions, including ETFs, mutual funds, models, SMAs, and custom indexes....
Hilltop Securities is looking to hire an Investment Banker Associate. The Investment Banker Associate is responsible for analyzing and structuring tax-exempt and taxable debt and derivative...
WORKING FOR THE CITY OF MCKINNEY Working for the City of McKinney is more than just a job; it's a chance to make a meaningful impact in the lives of others. Proudly recognized on the Top...
modeling skills including thorough knowledge of Excel, and ARGUS a plus Proficiency in MS Outlook and Word, ability to learn Salesforce and other company software as needed Proven written and oral...
Develop and maintain financial models to assess investment risks and returns....
Analyst - Investment Management Analysts are responsible for supporting the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate...
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
- Equity Research
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Financial Statements
- Equities
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Private Equity
- Financial Services
- Client Relationships
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Strategy Development
- Analytical Skills
- Verbal Communication
- Written Communication
- Presentation
- Consulting
- Collaboration
- Documentation
- Flexibility
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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