Investment Banking Analyst
Green Lion Search Group
Our client, a growing integrated financial services firm that specializes in lower to middle market investment banking, is looking to add an Investment Banking Analyst to its team in Dallas, TX. Key Responsibilities Build and maintain financial models, including valuation analyses (DCF, precedent transactions, trading comps), transaction structures, capital raises, and liquidity analyses. Prepare transaction marketing materials, including teasers, CIMs, and management presentations. Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning. Build and manage buyer lists and support buyer outreach tracking throughout sell-side processes. Coordinate and manage data rooms and support due diligence workstreams. Contribute to client presentations, investment committee materials, and internal transaction summaries. Participate in client calls and meetings alongside senior bankers, gaining early exposure to deal strategy and client communication. Collaborate across the firm's integrated platform to ensure seamless execution and value creation for clients. Contribute to internal templates, processes, and best practices as the Investment Banking platform continues to scale. Requirements Bachelor's degree in Finance, Accounting, Economics, or related field. 1+ years of investment banking, transaction advisory, valuation, or related transaction experience preferred; exceptional candidates with strong internship experience will be considered. Solid foundation in financial modeling, valuation methodologies, and Excel. Strong written and verbal communication skills. Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced deal environment. Collaborative, client-focused mindset with a strong work ethic and desire to learn. Why This Role Promotions are fully merit-based. Advancement is driven by performance and contribution, not tenure or class year. Analysts who perform move up quickly. Lean deal teams mean meaningful responsibility and direct exposure to senior bankers and clients early, not years of grunt work before you see a live deal. A growing platform where your work is visible and your input on processes and templates matters. #J-18808-Ljbffr Green Lion Search Group
$120k
...OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial... ...collaborative, entrepreneurial culture.Job DescriptionAs an Analyst, you will work on corporate finance engagements. The group's...SuggestedFull timeWork experience placement- ...Location: NYC/ San Francisco/ Chicago (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base + performance bonus (Varies by employer) About This Opportunity Career Launch...SuggestedFull timeInternship
- ...Summer Analyst Program Join J.P. Morgan Payments, a leader in global payments innovation, where you'll help transform the movement of... ...organizations worldwide. As part of one of the world's largest banks, you'll contribute to seamless transactions across borders and industries...SuggestedSummer workImmediate startWorldwideVisa sponsorship
- A leading investment bank is seeking a highly motivated Investment Banking Analyst to join its team. In this role, you'll build and maintain financial models, conduct industry research, and assist in mergers & acquisitions. Ideal candidates possess a Bachelor’s in Finance...Suggested
- A leading investment bank in Dallas is seeking a motivated Investment Banking Analyst to join their team. The role involves financial modeling, conducting industry research, and supporting M&A transactions. Ideal candidates should have a Bachelor’s degree in Finance or...Suggested
- About Galava Galava is a boutique investment banking firm dedicated to delivering decisive outcomes to family and founder-owned companies operating... ...visit galavacap.com. About The Role Investment Banking Analysts are critical to our ability to provide high-touch advisory...Full timePart timeWork experience placementH1bLocal area
- ...You'll receive training, mentorship, and engaging projects to develop your expertise. As a risk manager in our Commercial & Investment Bank, you'll help manage our financial reputation and regulatory performance, work across the business to shape decisions, influence...Summer workInternshipWork at officeImmediate startVisa sponsorship
- ...The Encompass Group is partnering with a boutique Registered Investment Advisor (RIA) firm in DFW, to identify an experienced Investment Specialist to join its growing team. This is an opportunity for an investment-focused professional who enjoys combining portfolio management...
- ...Investment SpecialistWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide... ...-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...
- ...you will be part of the product team managing the delivery of investment advisory and employee education solutions to sponsors of participant... ...non-qualified deferred compensation plan.Chartered Financial Analyst (CFA®) Designation is strongly preferred.PNC is an in-office...Work at officeLocal area
- ...A financial services recruiting firm in Dallas is seeking a candidate for a position focused on identifying new investment opportunities and monitoring portfolio companies. The ideal candidate will conduct financial analyses and develop financial models, participate in...
- ...We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key...Worldwide
- ...COMPANY: Stoneweg US is a globally recognized real estate investment firm with domestic offices in Dallas, TX, Miami, FL, and St. Petersburg... ...in real estate investment, private equity, or investment banking with a focus on multifamily and/or commercial real estate...Work at officeImmediate startShift work
- We’re partnering with a real estate investment platform looking to hire a Financial Analyst to support underwriting, acquisitions, and portfolio performance through a strong mix of financial modeling and data analytics . This role sits close to leadership and plays a key...
$70k - $120k
...platforms, searching CT and Discord for potential projects and investment prospects for portfolio managers. - Conduct research on... ...viewpoints. ----------------------------- Apply: ****@*****.*** Skills: Certified Investment Management Analyst, CryptoRemote work$72.7k - $109k
We are seeking a detail-oriented and motivated Investment Analyst to support our Investment Management / Advisory teams. This is an excellent opportunity for a candidate with 3‑5 years of professional experience —ideally in real estate, finance, or a related field—who...Work at officeRemote work$243k - $304k
...Prologis is a category of one—not just shaping the future of logistics but building what comes next.Job Title:Senior Vice President, Investment OfficerCompany:PrologisA day in the lifeAs an SVP, Investment Officer within our Central Region you will lead a team of real...Full time$91k - $185.9k
...01Location: PA - Pittsburgh (15222); PNC Bank N.A. (PA375); PNC Center - Cincinnati (OHA... ...product team managing the delivery of investment advisory and employee education solutions... ...deferred compensation plan• Chartered Financial Analyst (CFA) Designation is strongly preferred....Full timeTemporary workPart timeWork experience placementWork at officeLocal area- We are seeking a detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part...WorldwideFlexible hours
- ...Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-... ...also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and...
- ...-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...the opportunity to take your career to the next level.As an Investment Specialist you are responsible for helping the Banker win new...
$30 per hour
...offering expertise in property management, investment management, development, and... ...DESCRIPTION As an Investment Management Summer Analyst, you'll help execute investment strategies... ...Notice: Greystar will never request your banking details or other sensitive personal...Temporary workSummer workSummer internshipLocal areaImmediate start$120k - $170k
...Senior Manager, Hyperscale Investment Strategy (Sr Analyst) Locations: New York, NY | Boston, MA | Dallas, TX | Austin, TX | San Francisco, CA Your Role The Senior Analyst will be a key member of the Global Hyperscale Team (“GHT”) at Digital Realty. This team is responsible...Shift work- ...Portfolio Analyst Location: Dallas, TX Good profile in technical levels but manager is looking for more experience in developing executive level content or demonstrating portfolio level thinking. This list is intended to reflect the current job but there may be...
$87k - $154k
...About this role: Wells Fargo is seeking a Senior Technology Business Services Consultant - Senior Technology Portfolio Analyst to be part of Cybersecurity. In this role, you will: Lead or participate in managing and supporting the delivery of technology products...Full timeWork experience placement- ...Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets... ...Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of...Work at officeRemote workFlexible hoursNight shift
- ...About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $55 billion... ...") Asset Management group seeks a highly motivated Portfolio Analyst. This candidate will provide support for the monthly book and...Permanent employmentInternshipWork at officeLocal areaWorldwide
$168k - $240k
...Compensation and BenefitsSlalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly...Temporary workWork at officeLocal areaImmediate start- ...is a vertically integrated commercial real estate firm dedicated to serving investors, partners and clients through expertise in investment, development, brokerage and property management. Our experience spans diverse property types, including logistics, multifamily, retail...Full timeWork at officeShift work
- Greenberg Traurig (GT), a global law firm, currently has an exciting full-time employment opportunity for a 4th - 6th year associate in the Corporate practice of our Dallas, TX office. We offer competitive compensation and an excellent benefits package. GT is consistently...Full timeWork at office
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