Investment Banking Specialist Jobs in Dallas, TX
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.
What You'll Need Lead investment and manager research in the assigned areas of alternative investments....
Title: Investment Banking Analyst (Summer 2025) Start Date: Summer of 2025 Opportunities: Little Rock, Depositories Dallas, Depositories Dallas, Energy Atlanta, Depositories STEPHENS INVESTMENT BANKING...
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize...
Develops and maintains an understanding of applicable federal, state, and local laws and regulations pertaining to investment, banking, and fiduciary services. 9....
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Proficiency in investment analysis software and tools. Ability to work independently and as part of a team in a fast-paced environment....
Paladin Consulting is currently hiring an Asset Management Analyst to join our team working onsite at our client's office located in Dallas, TX. We work with companies that offer environments for...
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...
Paid Media Strategy, Planning & Investment Director
- Plano, TX (18 miles from Dallas, TX)
- 15 days ago
- Plano, TX (18 miles from Dallas, TX)
- 15 days ago
Overview The Paid Media Director for Lays and Future Portfolio is responsible for leading paid media strategy, planning and investment for our biggest brands and portfolios including Lays, Quaker,...
Job Details: Investment Banking Analyst 100-130K Remote with occasional travel!...
Investment Banking - Mid Cap Investment Banking - Analyst
- Dallas, TX
- 30+ days ago
- Dallas, TX
- 30+ 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
- 30+ days ago
- Dallas, TX
- 30+ days ago
Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented....
Internal Audit-Investment Banking, Associate, Dallas
- Dallas, TX
- 45+ days ago
- Dallas, TX
- 45+ days ago
We are looking for someone with Investment Banking internal audit experience, who is a detail-oriented team player and wants to gain insight into the firm's Investment Banking activities Internal Audit...
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Select and evaluate investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil & gas Represent...
As one of the worlds leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment...
Demographic Data for Dallas, TX
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Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Dallas, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Dallas, TX 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
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Client Relationships
- Private Equity
- Financial Analysis
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- Presentation
- Verbal Communication
- Flexibility
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
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