Investment Banking Specialist Jobs in Texas
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....
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...
Investment Banking Experienced Associate 1 or 2 D.A. Davidson & Co. is accepting applicants for Associate Year 1 and 2 positions in the Technology Investment Banking Group....
Two (2) to four (4) years (depending on classification level) of equity research and/or portfolio management. 3....
Wealth Strategist - Foundation & Institutional Advisors
- Fort Worth, TX
- 1 day ago
- Fort Worth, TX
- 1 day 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...
Title: Investment Banking Analyst (Summer 2025) Start Date: Summer of 2025 Opportunities: Little Rock, Depositories Dallas, Depositories Dallas, Energy Atlanta, Depositories STEPHENS INVESTMENT BANKING...
MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team. The team is responsible for the full investment life cycle, including:...
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....
Investment Consultant - The Woodlands, TX The Woodlands, TX Salary: listed in the job description or discussed with your recruiter Published: November 11, 2024 Hybrid Experience: Associate ID:...
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...
We are a global wealth management and investment banking firm serious about innovation and fresh ideas....
Proficiency in investment analysis software and tools. Ability to work independently and as part of a team in a fast-paced environment....
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...
HilltopSecurities is currently looking to hire an Investment Banker in Houston, Texas. The Assistant Vice President, Investment Banker will be responsible for analyzing and structuring tax-exempt...
Demographic Data for Texas
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Investment Banking Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Investment Banking Specialist Jobs in Texas
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Texas 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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