Investment Banking Specialist Jobs in Southlake, 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 (23 miles from Southlake, TX)
- 11 hours ago
- Dallas, TX (23 miles from Southlake, TX)
- 11 hours ago
Typical responsibilities include financial modeling, creating investment committee presentation materials, and conducting market research....
Vice President; Investment Banker
- Dallas, TX (23 miles from Southlake, TX)
- 2 days ago
- Dallas, TX (23 miles from Southlake, 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 (23 miles from Southlake, TX)
- 6 days ago
- Dallas, TX (23 miles from Southlake, 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...
Understanding of the regulatory environment and rules and regulations applicable to investment advisers, mutual funds and mutual fund distributors....
Investment Consultant II - Merrill Premium
- Fort Worth, TX (18 miles from Southlake, TX)
- 9 days ago
- Fort Worth, TX (18 miles from Southlake, TX)
- 9 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Asset Management Analyst / Business Analyst
- Dallas, TX (23 miles from Southlake, TX)
- 12 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 12 days ago
Understanding of basic financial modeling, valuation concepts, and methodologies. Strong quantitative skills and demonstrated analytical ability....
- Dallas, TX (23 miles from Southlake, TX)
- 15 days ago
- Dallas, TX (23 miles from Southlake, TX)
- 15 days ago
Understanding of basic financial modeling and valuation terms, concepts and methodologies Strong quantitative skills and demonstrated analytical ability....
Director, Investment Analysis-Alternatives
- Westlake, TX (5 miles from Southlake, TX)
- 17 days ago
- Westlake, TX (5 miles from Southlake, TX)
- 17 days ago
Investment Analysis....
- Dallas, TX (23 miles from Southlake, TX)
- 21 days ago
- Dallas, TX (23 miles from Southlake, 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 (23 miles from Southlake, TX)
- 28 days ago
- Dallas, TX (23 miles from Southlake, 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 (23 miles from Southlake, TX)
- 45+ days ago
- Dallas, TX (23 miles from Southlake, 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 (23 miles from Southlake, TX)
- 90+ days ago
- Dallas, TX (23 miles from Southlake, TX)
- 90+ days ago
analysis, real estate acquisitions, or engineering....
PGIM Private Capital Investment Analyst, Energy (Dallas, TX - Hybrid)
- Dallas, TX (23 miles from Southlake, TX)
- 27 days ago
- Dallas, TX (23 miles from Southlake, 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,...
Director - Investment Strategist- Retirement Services
- Westlake, TX (5 miles from Southlake, TX)
- 28 days ago
- Westlake, TX (5 miles from Southlake, TX)
- 28 days ago
Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment...
- Dallas, TX (23 miles from Southlake, TX)
- 30+ days ago
- Dallas, TX (23 miles from Southlake, 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...
Demographic Data for Southlake, TX
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Salary for Investment Banking Specialist Jobs in Southlake, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Southlake, 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
- 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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