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.

1-15 of 46 Jobs

Senior Investment Analyst - Private Credit

  • Dallas, TX
  • 2 hours ago
  • Dallas, TX
  • 2 hours ago

What You'll Need Lead investment and manager research in the assigned areas of alternative investments....

Due Diligence Analyst

  • Westlake, TX
  • 16 hours ago
  • Westlake, TX
  • 16 hours ago

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...

Experienced Investment Banking Associate, Technology

  • Austin, TX
  • 1 day ago
  • Austin, TX
  • 1 day ago

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....

Investment Analyst

  • Austin, TX
  • 1 day ago
  • Austin, TX
  • 1 day ago

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...

Investment Banking Analyst (Class of 2025)

  • Dallas, TX
  • 2 days ago
  • Dallas, TX
  • 2 days ago

Title: Investment Banking Analyst (Summer 2025) Start Date: Summer of 2025 Opportunities: Little Rock, Depositories Dallas, Depositories Dallas, Energy Atlanta, Depositories STEPHENS INVESTMENT BANKING...

Investment Operations Associate

  • Austin, TX
  • 2 days ago
  • Austin, TX
  • 2 days ago

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:...

Director of Investment Operations

  • Dallas, TX
  • 2 days ago
  • Dallas, TX
  • 2 days ago

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...

Senior Wealth Strategist

  • Dallas, TX
  • 4 days ago
  • Dallas, TX
  • 4 days ago

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
  • 6 days ago
  • The Woodlands, TX
  • 6 days ago

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:...

Director, Wealth Management Coach-Frisco, TX

  • Houston, TX
  • 7 days ago
  • Houston, TX
  • 7 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 Banking Associate - Energy

  • Houston, TX
  • 7 days ago
  • Houston, TX
  • 7 days ago

We are a global wealth management and investment banking firm serious about innovation and fresh ideas....

Senior Investment Analyst

  • Dallas, TX
  • 7 days ago
  • Dallas, TX
  • 7 days ago

Proficiency in investment analysis software and tools. Ability to work independently and as part of a team in a fast-paced environment....

Wealth Strategist

  • Fort Worth, TX
  • 8 days ago
  • Fort Worth, 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...

Investment Banker

  • Houston, TX
  • 9 days ago
  • Houston, TX
  • 9 days ago

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

Moving to Texas? Find some basic demographic data about Texas below.


Local
National
29,144,347
636,376

Investment Banking Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Investment Banking
Taught by instructors with decades of experience on Wall Street, this introductory professional certificate will equip students from a wide range of backgrounds, including business, economics,...
Essential Career Skills for Investment Banking and Finance
Accelerate your financial fluency and fool-proof your career in Investment Banking and Finance. This course will improve your financial literacy so that you can speak with confidence when starting...
Introduction to Investment Banking Professional Certificate Examination
Complete the required exam to earn your professional certificate in Introduction to Investment Banking from the New York Institute of Finance. Ready to start your career in finance and investment...

Title Synonyms

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Salary for Investment Banking Specialist Jobs in Texas

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Investment Banking Specialist positions.



Highest Education Level

Investment Banking Specialists in Texas offer the following education background
Bachelor's Degree
50.0%
Master's Degree
41.6%
Doctorate Degree
2.5%
High School or GED
2.0%
Associate's Degree
1.8%
Vocational Degree or Certification
1.6%
Some College
0.3%
Some High School
0.0%


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