Investment Banking Specialist Jobs in Plano, 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.
Summer 2026 Koch Real Estate Investment Analyst Internship
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day 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)
- 7 days ago
- Dallas, TX (18 miles from Plano, TX)
- 7 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)
- 13 days ago
- Dallas, TX (18 miles from Plano, TX)
- 13 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)
- 16 days ago
- Dallas, TX (18 miles from Plano, TX)
- 16 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)
- 22 days ago
- Dallas, TX (18 miles from Plano, TX)
- 22 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)
- 29 days ago
- Dallas, TX (18 miles from Plano, TX)
- 29 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....
- 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....
Senior Wealth Strategist - PNC Private Bank
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
- Dallas, TX (18 miles from Plano, TX)
- 60+ days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Demographic Data for Plano, TX
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Salary for Investment Banking Specialist Jobs in Plano, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Plano, 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
- 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
- Financial Analysis
- Private Equity
- Client Relationships
- Financial Services
- Quantitative Analysis
- 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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