Investment Banking Analyst Jobs in Plano, TX
An Investment Banking Analyst plays a key role in the finance industry by assisting in the creation and execution of investment strategies for companies, governments, and other large entities. They conduct industry research, prepare financial models, and perform detailed company valuations to support investment decisions. They also help manage and structure financial transactions, including mergers, acquisitions, and public offerings. Analysts often work with senior bankers to liaise with clients and provide them with strategic advice.
Investment Banking Analysts should have robust quantitative and analytical skills, attention to detail, and strong communication abilities. Familiarity with financial modeling and valuation techniques is essential, and proficiency in financial software and databases is highly beneficial. Relevant certifications such as Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) can elevate credibility in this role. Prior roles that could lead to an Investment Banking Analyst position include roles such as a Financial Analyst, Business Analyst, or Associate in a smaller investment bank or financial consulting firm.
Summer 2026 Koch Real Estate Investment Analyst Internship
- Dallas, TX (18 miles from Plano, TX)
- 11 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 11 hours ago
Typical responsibilities include financial modeling, creating investment committee presentation materials, and conducting market research....
Vice President; Investment Banker
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
, financial models, and offering documents as well as participating in client meetings during the course of investment banking deal origination and execution....
Director, Investment Management
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
Location: DFW Headquarters Building 8 (DFW-SV08) Cities: Requisition ID: 78554 Job Description Intro Are you ready to explore a world of possibilities, both at work and during your time off? Join...
Asset Management Analyst / Business Analyst
- Dallas, TX (18 miles from Plano, TX)
- 12 days ago
- Dallas, TX (18 miles from Plano, TX)
- 12 days ago
Understanding of basic financial modeling, valuation concepts, and methodologies. Strong quantitative skills and demonstrated analytical ability....
- Dallas, TX (18 miles from Plano, TX)
- 15 days ago
- Dallas, TX (18 miles from Plano, TX)
- 15 days ago
Understanding of basic financial modeling and valuation terms, concepts and methodologies Strong quantitative skills and demonstrated analytical ability....
- Dallas, TX (18 miles from Plano, TX)
- 21 days ago
- Dallas, TX (18 miles from Plano, TX)
- 21 days ago
Berkeley Research Group Summary: The IT Asset Management (ITAM) Analyst is responsible for tracking, managing, and optimizing IT assets throughout their lifecycle. This role ensures accurate...
Remote WorkPGIM Private Capital (Prudential) - Investment Analyst, Power and Renewables
- Dallas, TX (18 miles from Plano, TX)
- 28 days ago
- Dallas, TX (18 miles from Plano, TX)
- 28 days ago
modeling and credit analysis Writing investment recommendations Communication with portfolio companies Transaction and due diligence support Portfolio and credit monitoring Preparation of marketing...
Asset Management Analyst- Renewable Energy- Solar
- Dallas, TX (18 miles from Plano, TX)
- 45+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 45+ days ago
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...
Real Estate Investment Analyst
- Dallas, TX (18 miles from Plano, TX)
- 90+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 90+ days ago
analysis, real estate acquisitions, or engineering....
PGIM Private Capital Investment Analyst, Energy (Dallas, TX - Hybrid)
- Dallas, TX (18 miles from Plano, TX)
- 27 days ago
- Dallas, TX (18 miles from Plano, TX)
- 27 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,...
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
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...
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 30+ days ago
Develops and maintains an understanding of applicable federal, state, and local laws and regulations pertaining to investment, banking, and fiduciary services. 9....
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
Job Details: Investment Banking Analyst 100-130K Remote with occasional travel!...
Investment Banking - Mid Cap Investment Banking - Analyst
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
Job Summary As an Analyst in the Mid Cap Investment Banking team in the Investment Banking Division, you will be a key player in the execution of the firm's business....
Investment Banking - Mid Cap Investment Banking - Associate
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented....
Demographic Data for Plano, TX
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Salary for Investment Banking Analyst Jobs in Plano, TX
Required or preferred licenses and certifications for Investment Banking Analyst positions.
Highest Education Level
Investment Banking Analysts in Plano, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Analyst position
- Asset Allocation
- FactSet
- Alternative Investments
- Bloomberg Terminal
- Mutual Funds
- Financial Modeling
- Derivatives
- Wealth Management
- Corporate Finance
- Hedge Funds
- Venture Capital
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Client Relationships
- Financial Analysis
- Private Equity
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Visual Basic for Applications
- Due Diligence
- Mergers & Acquisitions
- Asset Management
- Market Research
- Modeling
- Finance
- Acquisitions
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Written Communication
- Verbal Communication
- Presentation
- Collaboration
- Documentation
- Flexibility
- Reporting
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Organization
- Research Skills
- Leadership
- Communication Skills
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