Investment Banking Specialist Jobs in Westlake, 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.
Due Diligence Analyst The Due Diligence Investigations group provides discreet investigative support to various Fidelity business units to identify, mitigate and manage risk associated with...
Wealth Strategist - Foundation & Institutional Advisors
- Fort Worth, TX (20 miles from Westlake, TX)
- 2 days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 2 days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
- Fort Worth, TX (20 miles from Westlake, TX)
- 8 days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 8 days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Financial Analyst - Investment Products
- Fort Worth, TX (20 miles from Westlake, TX)
- 12 days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 12 days ago
models, and business case work that relate to investment products Conduct market research to identify industry trends as they relate to First Command Engage with internal stakeholders on current and...
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
- Fort Worth, TX (20 miles from Westlake, TX)
- 90+ days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 90+ 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...
Director, Wealth Management Coach-Frisco, TX
- Frisco, TX (24 miles from Westlake, TX)
- 90+ days ago
- Frisco, TX (24 miles from Westlake, TX)
- 90+ days ago
Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full...
Investment Consultant II - Merrill Premium
- Fort Worth, TX (20 miles from Westlake, TX)
- 90+ days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 90+ 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...
Demographic Data for Westlake, TX
Moving to Westlake, TX? Find some basic demographic data about Westlake, TX below.
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Salary for Investment Banking Specialist Jobs in Westlake, TX
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Westlake, 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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