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.
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...
This position will support the full range of Dimensional's US investment solutions, including ETFs, mutual funds, models, SMAs, and custom indexes....
Deloitte Corporate Finance - Investment Banking Associate
- Dallas, TX
- 20 hours ago
- Dallas, TX
- 20 hours ago
Position Summary Deloitte Corporate Finance - Investment Banking Associate Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives...
This entry-level position supports the IT Asset Management team in tracking and managing the lifecycle of hardware and software assets. The role involves maintaining accurate records and assisting...
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...
models of existing and potential new investments Stress testing investment performance through the scenario and sensitivity analysis Creation and presenting of investment memorandums Monitor and research...
What you can expect Work as part of a Real Estate Investment team to provide in-depth analysis of potential real estate transactions across a variety of capital sources Perform financial modeling and...
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
- 9 days ago
- Dallas, TX
- 9 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
- 9 days ago
- Dallas, TX
- 9 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
- 9 days ago
- Dallas, TX
- 9 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
- 9 days ago
- Dallas, TX
- 9 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;...
cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations...
PGIM Private Capital (Prudential): 2026 Power & Renewables, Investment Analyst Program
- Dallas, TX
- 10 days ago
- Dallas, TX
- 10 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
- 10 days ago
- Dallas, TX
- 10 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...
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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
- Annuities
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Equity Research
- Tax Accounting
- 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
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Data Analysis
- Collaboration
- Reporting
- Documentation
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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