Investment banker jobs in Flower Mound, TX - 546 jobs
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Investment Associate
MHW Search 3.9
Investment banker job in Dallas, TX
MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis.
The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management.
KEY RESPONSIBILITIES
Acquisitions & Underwriting
Underwrite industrial acquisition and development opportunities using Argus and Excel-based models.
Conduct rent, sales, and market comps across targeted industrial submarkets.
Run sensitivity analyses and prepare return metrics for investment scenarios.
Support investment memos and underwriting packages for internal and investment committee review.
Market Research & Strategy
Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity.
Maintain pipelines, broker/owner databases, and market intelligence.
Assist in identifying new industrial markets and investment strategies.
Due Diligence & Transaction Execution
Participate in due diligence processes for acquisitions and developments.
Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review.
Assist in closing processes and cross-functional deal execution.
Portfolio & Asset Support
Support asset management initiatives, including model updates and business plan reviews.
Analyze leasing economics, tenant credit, and operating performance.
Assist in preparing reporting and asset summaries.
QUALIFICATIONS
1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets.
Industrial experience strongly preferred.
Argus proficiency required (Enterprise or DCF).
Advanced Excel modeling and financial analysis skills.
Experience supporting investment committee processes or preparing IC materials.
Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment.
Bachelor's degree in Finance, Real Estate, Economics, or related field.
$69k-122k yearly est. 1d ago
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Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Investment banker job in Dallas, TX
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
#J-18808-Ljbffr
$58k-118k yearly est. 2d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Investment banker job in Dallas, TX
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$80k-143k yearly est. Easy Apply 60d+ ago
Relationship Banker
Bank of America 4.7
Investment banker job in Grand Prairie, TX
Arlington, Texas;Arlington, Texas; Grand Prairie, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*****************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs.** **If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
+ Bilingual Skills in Spanish (written and verbal)
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$29k-34k yearly est. 2d ago
Investment Associate
Lincoln Property Company 4.4
Investment banker job in Dallas, TX
The Data Center Investment Associate will support the firm's data center investment platform across acquisitions, development, capital markets, and asset management. The role is designed for a candidate with approximately 3 years of experience as a Real Estate Analyst who can underwrite complex mission-critical assets and engaging in financing, joint venture, and portfolio management activities throughout the asset lifecycle.
Key Responsibilities
Investment Analysis & Underwriting
Build and maintain detailed financial models for data center acquisitions, developments, and recapitalizations.
Underwrite power density, total MW capacity, phased power delivery, infrastructure costs, and lease structures.
Evaluate development budgets, operating statements, rent rolls, and long-term capital plans.
Transaction Execution & Due Diligence
Support transactions from LOI through closing.
Coordinate and review third-party diligence including engineering, utility, and environmental reports.
Assist with drafting and reviewing purchase agreements, development agreements, and JV documentation.
Capital Markets & Financing
Support debt and equity capital markets activities including construction, bridge, and permanent financing.
Prepare lender and investor materials.
Assist in evaluating term sheets and modeling debt structures.
Asset Management & Portfolio Oversight
Monitor asset-level financial performance and development milestones.
Support lease negotiations and renewals.
Assist with quarterly valuations and disposition underwriting.
Market, Power & Infrastructure Analysis
Analyze utility capacity, power pricing, interconnection timelines, and fiber availability.
Track hyperscale and AI-driven demand trends.
Investment Committee & Reporting
Prepare investment committee memoranda and presentation materials.
Support investor reporting and portfolio performance reviews.
Qualifications
Required
Bachelor's degree in Finance, Real Estate, Economics, Engineering, or related field.
Approximately 3 years of experience as a Real Estate Analyst.
Advanced Excel financial modeling skills.
Strong understanding of real estate and capital markets.
Preferred
Experience with data center or mission-critical assets.
Familiarity with redundancy concepts and power infrastructure.
MBA or MS preferred.
Compensation & Benefits
Competitive base salary and performance-based bonus.
Comprehensive benefits package.
This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.
About Lincoln Property Company
Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy.
Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
$88k-152k yearly est. Auto-Apply 7d ago
Senior Investment Associate
Centennial Real Estate Company
Investment banker job in Dallas, TX
This position will support the VP Investments in sourcing, underwriting, analyzing, and modeling transactions. They will lead the due diligence work for transactions under consideration, validate underwriting assumptions, and prepare internal and external presentations regarding potential transactions for review by the investment committee. Must possess a deep understanding of real estate dynamics and valuation methodologies within different asset classes and will support capital raising efforts and asset management (once properties are acquired).
PRINCIPAL JOB ACTIVITIES:
Evaluate core-plus, value-add, and opportunistic investment opportunities throughout the 50 largest MSAs in the United States.
Acquisitions will primarily be focused on neighborhood and necessity-based retail Will occasionally assist in evaluating retail development opportunities.
“Evaluation of opportunities” will include financial modeling (Excel and Argus
Enterprise
), market analysis (retail and alternative uses such as office, multi-family, for sale housing, lodging, medical, health & wellness) and integrating land value creation and development returns for these alternative uses.
Proficient in using the internet to “fill holes” in Acquisition Submission Memos provided by Selling Brokers.
Lead retail space-by-space analysis with senior members of Centennial's leasing This analysis will serve as the backbone for Argus modeling.
Beyond the underwriting of acquisitions, the ability to incorporate development projects into 5-10-year cash flow models. May spend 10-20% of time assisting the Development Team.
Underwriting will include preparation of Preliminary Investment (“Heads up”) Memos and Formal Investment Memos for Investment Approval, and participation in IC
Proactively respond to broker submissions of properties for sale and perform initial triage of
Underwriting efforts may include travel to acquisition targets. This travel will include touring competitive projects as well as projects where alternative uses have already been
Manage the Acquisition Pipeline database used in Weekly Pipeline Review
Regular interactions with the entire senior management
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
REQUIREMENTS:
Bachelor's Degree (preferably in Finance, Accounting or Real Estate).
Minimum of 5 years of real estate investment underwriting
Argus Enterprise modeling experience
Fluent in MS Office suite of products (Excel, Power Point, Word).
Strong communication skills: written and ability to communicate efficiently via email (brevity is essential).
High level of organization with the ability to maintain files on numerous projects
Attention to detail and ownership of investment
Proven leadership capability: mentor Investment Analysts, setting priorities for their entrepreneurial mindset and the ability to prioritize and multi-technical understanding of retail leasing mechanics (LOI, Lease Signing, Build-out, Lease and Rent Commencement).
High aptitude and proficiency in project and fund modeling (investor waterfalls) and multi-tenant commercial property (office, retail) underwriting.
Some experience in negotiating acquisition and financing documents a plus.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is performed in an office environment and requires the ability to operate standard office equipment including computer, scanner, printer, and keyboard/mouse.
While performing the duties of this job, the employee is regularly required to sit, move about an office, speak, and hear. The employee is occasionally required to travel.
The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and expansive reading.
EQUAL OPPORTUNITY EMPLOYER:
Centennial ensures equal employment opportunities regardless of race, creed, gender, color, national origin, religion, age, sexual orientation, or disability.
Pay Range$125,000-$145,000 USD
Centennial is a retail real estate owner and operator with a national portfolio of shopping, dining, entertainment and mixed-use destinations as well as a full-service property management platform serving third-party owners. With over 300 employees nationwide, the firm now operates 20 million square feet of mixed-use destinations in 16 states. Since 1997, Centennial has played a pivotal role in shaping the evolution of American retail by creating a superior multi-faceted shopping experience with properties that serve not only as a place of commerce, but as a place of community.
#centennial #createdbycentennial
Centennial does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Centennial to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Centennial will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
$125k-145k yearly Auto-Apply 21d ago
Senior Investment Associate
Culdesac
Investment banker job in Dallas, TX
Who We Are Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses. We built Culdesac Tempe, the first car-free community built from scratch in the US. Located directly on the light rail in Tempe, Arizona, it is already home to over 350 residents and 23 local businesses, and it will have 1000+ residents at completion. Culdesac is the co-developer and tech-enabled property manager.
Learn more about our vision, our product, and how we are changing how people live, work, and move:
Watch An immersive look at life in our car-free neighborhood by Hard ResetRead Living Car-free in Arizona, on Purpose and Happily by The New York TimesRead America's "First Car-Free Neighborhood" by DwellWatch Blueprint for Environmentally Friendly, Car-Free Living on PBS NewsHourListen to the conversation about designed environments to improve healthspan, mobility, and positive habits - Ryan Johnson and hall-of-fame basketball player Steve Nash on the Good Traffic podcast
We're headquartered in Tempe, AZ, founded in 2018. CEO Ryan Johnson was on the founding team of Opendoor and has managed property since 2003. Our investors include Khosla Ventures (led OpenAI's seed round), Lennar (#2 U.S. homebuilder), Zigg Capital, and Y Combinator.
The Role
As a Senior Investment Associate at Culdesac, you will help drive data-driven decisions by maintaining and expanding our financial infrastructure and investment processes as we scale. You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations, as well as related outreach, design, and planning. You will report to the Chief Investment Officer, while also working closely with our CEO, cross-functional teams, investment partners, lenders, and other key stakeholders.
The Requirements
While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here. We expect most candidates will need at least 4-6 years of relevant experience to fulfill this position.
Investment Analysis & Deal StructuringConduct due diligence on land acquisition opportunities.Build and maintain custom pro forma underwriting models.Evaluate financing alternatives and understand what “makes a deal work.”Lead a deal from cradle to grave.
Financial Planning & ReportingOrganize the preparation and review of quarterly financial statements, annual budgets, and forecasts.Review market analyses, real estate tax forecasts, and disposition strategies.Prepare and review recurring investor, partner, and lender reports.Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders.
Operations & Asset ManagementMonitor cash flow, distributions, and returns of existing projects.Ensure adherence to operating and capital budgets, surface variances, and communicate risks.Ensure assets operate in line with management agreements, JV agreements, and loan documents.
Execution & Problem SolvingManage critical timelines and deadlines for transactions and capital raises.Identify and proactively resolve issues that could affect closing or capital flow.
Transactions & LegalReview legal documents.Work with counsel to negotiate key deal terms.Support transaction closings, including the title process.Build familiarity with zoning and entitlement processes.
Locations
We are headquartered in Tempe, AZ. We encourage employees to visit and work from our beautiful Tempe office. For this role, we prefer candidates based in Phoenix, AZ or Dallas, TX, though we will consider qualified U.S.-based remote applicants.
Benefits & Perks
🏥 Benefits Package - Options for medical, dental, and vision coverage.🥚 Family Planning Benefits - Support for family planning resources and services.🐣 Parental Leave - Up to 12 weeks paid time off for qualifying events.🏦 401K Savings Plan - Retirement savings plan available to employees.🖥️ Work From Home Stipend - Up to $500 for equipment paid by the company.🌎 Co-Working Stipend - $100 per month, paid by Culdesac, for space intended for work productivity directly related to Culdesac business (e.g., co-working day pass).
Remote employees only.
🚲 Mobility Stipend - Up to $500 to invest in your personal micro-mobility setup (e.g., e-bike, e-scooter, or accessories).🛴 Car-Free Commuter Benefit - $200 per month, paid by Culdesac.
Tempe employees only.
🏡 On-Site Living Discount - 25% discount on base rent for one unit at a Culdesac-managed property.
Our Values
As sprawl became commonplace in our cities, we grew less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon pollution. Cars and roads began to dictate development decisions and shape urban life. At Culdesac, we blend technology, real estate, and culture to reimagine daily living. Come help us make our residents happier, healthier, and more productive - both in the years they spend with us and in the moments they share together.
At Culdesac, we:
Work as a team Be inclusive, drawing on the strengths of people who bring a different perspective.Find ways to work together that overcome disciplinary and geographic separations.
Act from ownership Be output oriented. When we see a problem, we roll up our sleeves and fix it.Don't let blockers stop you from seeing your work through to the end.
Rule 0, then iterate Don't start from scratch: learn from our own and others' previous attempts.Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today.Then, we learn from our own designs to continually improve.
Design for humans Ask people for feedback and observe behavior. Only users know if we're creating value for them.Human paradoxes and contradictions are our opportunity to create joy.Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules.
Create and capture value Focus on what our residents value: profitability is essential for sustainability and allows us to scale.Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars.We build value by executing on the fundamentals and excelling at mobility, community, and open space.
Next Steps
If you think Culdesac might be a good fit, we encourage you to apply!
Here's our typical hiring process:
1. Recruiter Call (20 min) - Introductory conversation to learn more about you, your background, and logistics.2. Take-Home Assignment (2.5 hrs) - A practical exercise to showcase your skills.3. Finance Interview (30 min) - Deep dive with our Finance Leader into your professional experience and approach.4. CIO Interview (30 min) - Scenario-based conversation with our Chief Investment Officer.5. Culture & People Interview (30 min) - A discussion with our Head of People focused on alignment with Culdesac's mission, vision, and culture.6. CEO Interview (30 min) - A strategic conversation with our CEO on Culdesac's future vision, challenges, and opportunities, and how you can help shape them.
We build in time for your questions at every stage because finding the right fit matters - for you and for us at Culdesac. We look forward to hearing from you!
Culdesac is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$72k-131k yearly est. Auto-Apply 60d+ ago
Investment Strategies & Capital Solutions Associate - Dallas
Direct Counsel
Investment banker job in Dallas, TX
Job DescriptionAssociate - Investment Strategies & Capital Solutions - Dallas
Direct Counsel is representing an Amlaw 100 firm seeking a mid-level associate to join its Investment Strategies & Capital Solutions group in the Dallas office.
The ideal candidate will have 3+ years of general corporate or transactional experience and an interest in working with private equity clients across multiple industry sectors. This role offers the opportunity to handle a variety of transactional matters, including structuring joint ventures and pooled investment vehicles for clients pursuing real estate and private credit investments. Familiarity with the Investment Advisers Act of 1940 is a plus but not required.
Qualifications:
J.D. required
Active Texas Bar admission
Strong academic credentials
Prior law firm or clerkship experience
Excellent research, writing, and communication skills
Compensation: Competitive, based on experience, with a full benefits package including medical, dental, vision, life, disability, 401(k), and paid time off.
$72k-131k yearly est. 20d ago
Investment Funds Associate
5 Legal
Investment banker job in Dallas, TX
Job Description
Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds practice group.
The ideal candidate will have 3-5 years of experience with corporate transactions. Experience in the structuring, formation and management of private equity funds, real estate funds, alternative investment vehicles and their management companies is preferred. Relevant general corporate experience will also be considered.
$72k-131k yearly est. 18d ago
Investment - Summer Internship 2026
Globe Life Family of Companies 4.6
Investment banker job in McKinney, TX
Ready to launch your career and make a real impact? At Globe Life, our summer internship program isn't about busy work, it's about diving into meaningful projects that drive our mission to help Make Tomorrow Better. As a publicly traded company, we offer a unique opportunity to gain hands-on experience, build your skills, and contribute to work that truly matters. This is more than just an internship-it's your chance to kick-start your career and leave your mark.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Investments Intern? Globe Life is looking for an Investments Intern to join the team in Summer 2026!
The Investments Intern will focus on corporate bond and municipal credit research and other related activities required to support a disciplined investment selection and review process for Globe Life Inc. (NYSE: GL) and its affiliates. The candidate will research and present on a specific sector, and relevant constituents for management's review. This internship program offers a unique opportunity to gain hands-on experience in asset management, security analysis, investment research, capital markets, and valuation.
This is an onsite position located in McKinney, TX.
What You Will Do:
Analyze credit risk through research on corporate and municipal debt issuers.
Report ongoing company-specific and industry-wide developments and trends (verbal/written).
Perform a variety of analyses (including but not limited to) reinvestment break-even, scenario/sensitivity, etc.
Present industry/sector outlooks and provide investment recommendations.
What You Can Bring:
Junior/Senior
Minimum 3.0 GPA.
Interest/participation in the CFA Program.
Ability and willingness to perform clerical functions as needed.
Willingness to learn different areas within the organization.
Work on different projects within the department as well as team projects.
Back up other team members during vacations and/or leaves of absence.
Firm understanding and interest in capital markets (equities, bonds, derivatives, alternatives, etc.).
Solid academic background with advancement towards an undergraduate degree in finance, accounting, economics, mathematics, and/or similar relevance.
Strong, detail-oriented, analytical/reasoning skills with ability to analyze large quantities of information efficiently and effectively.
Excellent organizational, interpersonal, writing, and presentation skills; must construct/defend a recommendation.
Proficiency in financial statement analysis and other relevant information.
Self-starting, and exhibiting ownership of assigned sector coverage.
Robust computer skills with proficiency in Microsoft Office (Bloomberg terminal functions a plus).
Reliable and predictable attendance of your assigned shift and have the ability to work 40 hours per week
Program Overview:
The Globe Life summer internship program offers 10 weeks of immersive, hands-on learning designed to help you build valuable skills and enhance your professional profile. In addition to impactful departmental projects, our program features a variety of enriching experiences:
DiSC Workshop: Enhance your communication, teamwork, and leadership skills through an interactive workshop centered on the DiSC personality assessment. Learn how to leverage your strengths and collaborate effectively.
Co-CEO Luncheon: Enjoy a unique opportunity to dine with Globe Life's co-CEOs, where you can ask questions, learn about their vision for the company, and gain firsthand leadership insights.
Networking Events: Build connections with your peers, mentors, and Globe Life professionals during structured networking sessions designed to foster lasting professional relationships.
Volunteer Event: Join forces with your fellow interns to give back to the community by participating in a volunteer event aligned with Globe Life's mission to help families secure their future.
Exclusive Game-Day Experience: As part of our partnership with the Dallas Cowboys and Texas Rangers, interns are invited to watch a Rangers game at Globe Life Field from our exclusive suite, complete with game-day snacks and an unforgettable atmosphere.
Access to Wellhub Benefit: While employed with Globe Life, interns can enjoy a month-to-month Wellhub membership with access to exclusively priced gyms and fitness studios, group and virtual classes, and custom fitness programs.
Professional Headshots: Take advantage of a complimentary professional photoshoot to upgrade your LinkedIn profile and stand out in your job search.
The internship program runs from June 1st to August 4th 2026, offering a structured timeline that ensures you maximize your learning and professional development over the course of 10 impactful weeks. Join us for an unforgettable summer!
$65k-98k yearly est. 57d ago
Investment Associate
Frontline Source Group 3.8
Investment banker job in Dallas, TX
Our client is looking to hire an Investment Associate to support the CEO. This is a top priority need. Must be willing to work longer than normal hours and some weekends. This is a direct hire, hybrid opportunity. Company Profile: Start up InvestmentInvestment Associate Role:
We are seeking a high-performing, Type-A Investment Associate to serve as a strategic right hand to our CEO.
This is a high-intensity, immersive position designed for a sharp, ambitious individual who thrives under pressure and is eager to gain exposure to executive decision-making at the highest level.
Travel extensively with the CEO to meetings, investor events, and strategic site visits
Conduct financial and strategic analysis to support key initiatives and decisions
Prepare executive briefings, decks, memos, and dashboards
Help drive cross-functional execution on projects and priorities
Anticipate needs, solve problems on the fly, and protect the CEOâ??s time and attention
Investment Associate Background Profile:
Bachelorâ??s degree in Finance, Economics, Business, or related field
2+ years of experience at a top-tier finance firm (investment banking, private equity, hedge fund, or consulting)
Experience performing in-depth financial research and analysis ideally for investment decisions, manage portfolios, and assist with corporate finance activities such as mergers and acquisitions is highly preferred
Intellectually aggressive, exceptionally organized, and thrives in high-stakes environments
Strong financial modeling, Excel, and PowerPoint skills
Must be willing to travel and open to working outside normal business hours and some weekends.
Interested in business leadership, private equity, venture capital, or strategic ops
Able to manage ambiguity, juggle competing priorities, and move fast without breaking things
Must be based in or willing to relocate to Dallas, TX
Features and Benefits:
Competitive Salary
PTO and Holidays
Remote employment
Company retreats
and much more
$71k-119k yearly est. 60d+ ago
2026 Summer Internship - Investor Reporting
Newrez LLC
Investment banker job in Coppell, TX
Who we are
Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or “service”) their loan portfolios, which means that we collect homeowners' mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current.
Primary Function:
FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long. The program provides rising seniors the opportunity for professional development by building relationships, gaining corporate experience, learning about our industry, and preparing students with the experience needed to have a rewarding career at our organization. The ideal candidate can see the big picture in any situation, has an entrepreneurial and process improvement mindset and can handle any situation with composure and empathy. We're looking for assertive, well-spoken, and compassionate students who are dependable, service-minded, and results-oriented.
The Investor Reporting Intern will fully immerse in the day-to-day activities of our Servicing team who are responsible for the financial aspects of mortgage banking, including but not limited to cash posting and cash movement.
Primary Responsibilities
Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience required for promotion to a management position. These duties will involve decisioning in real world account management scenarios.
Performs business analyses and provides recommendations to leadership for business and process changes
Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices
Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties.
Help champion the Process Improvement discipline within the organization and implement the steps and tools necessary to successfully complete projects.
Will be required to attend company sponsored training classes and attain certain certifications.
Performs related duties as assigned by supervisor.
Education and Experience Requirements
Currently pursuing a four-year college degree with a scheduled graduation date between Fall 2026 and Spring of 2027.
Degree in Finance, Accounting or Mathematics preferred.
Knowledge, Skill, and Ability Requirements
Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.
Excellent written and verbal communication skills
Proficiency in quantitative analysis
Ability to adapt
Willingness to learn
An entrepreneurial business mindset.
Strong business communication skills with an ability to work well in a collaborative environment.
Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.).
Experience with PowerPoint and Visio a plus.
Applicants must be legally authorized to work in the United States. Newrez does not consider visa sponsorship for early career prorgram opportunities. Applicants who require sponsorship now or in the future are not eligible for this position, this includes applicants with a temporary work authorization such as F-1 students on OPT or STEM OPT.
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
$41k-75k yearly est. Auto-Apply 60d+ ago
2026 Summer Internship - Investor Reporting
Newrez
Investment banker job in Coppell, TX
Who we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current.
Primary Function:
FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long. The program provides rising seniors the opportunity for professional development by building relationships, gaining corporate experience, learning about our industry, and preparing students with the experience needed to have a rewarding career at our organization. The ideal candidate can see the big picture in any situation, has an entrepreneurial and process improvement mindset and can handle any situation with composure and empathy. We're looking for assertive, well-spoken, and compassionate students who are dependable, service-minded, and results-oriented.
The Investor Reporting Intern will fully immerse in the day-to-day activities of our Servicing team who are responsible for the financial aspects of mortgage banking, including but not limited to cash posting and cash movement.
Primary Responsibilities
* Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience required for promotion to a management position. These duties will involve decisioning in real world account management scenarios.
* Performs business analyses and provides recommendations to leadership for business and process changes
* Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices
* Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties.
* Help champion the Process Improvement discipline within the organization and implement the steps and tools necessary to successfully complete projects.
* Will be required to attend company sponsored training classes and attain certain certifications.
* Performs related duties as assigned by supervisor.
Education and Experience Requirements
* Currently pursuing a four-year college degree with a scheduled graduation date between Fall 2026 and Spring of 2027.
* Degree in Finance, Accounting or Mathematics preferred.
Knowledge, Skill, and Ability Requirements
* Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
* Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.
* Excellent written and verbal communication skills
* Proficiency in quantitative analysis
* Ability to adapt
* Willingness to learn
* An entrepreneurial business mindset.
* Strong business communication skills with an ability to work well in a collaborative environment.
* Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
* Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.).
* Experience with PowerPoint and Visio a plus.
Applicants must be legally authorized to work in the United States. Newrez does not consider visa sponsorship for early career prorgram opportunities. Applicants who require sponsorship now or in the future are not eligible for this position, this includes applicants with a temporary work authorization such as F-1 students on OPT or STEM OPT.
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
$41k-75k yearly est. Auto-Apply 25d ago
Associate - Investment Sales (Fort Worth, TX)
Trinity Real Estate Investment Services
Investment banker job in Fort Worth, TX
ABOUT TRINITY
Trinity REIS is a commercial real estate brokerage built on strong relationships and a long-term partnership mindset. From our Fort Worth headquarters and Austin office, we collaborate with developers, funds, and high-net-worth investors to buy and sell investment properties across the country.
We specialize in single-tenant net lease (STNL), retail, and industrial assets, and we back it up with results: more than $3.7B in total transactions and $235M+ in active listings. Our culture is collaborative, entrepreneurial, and agent-centric. We're here to help you grow a business you're proud of.
DESCRIPTION
We're looking for an Investment Sales Associate with proven experience in prospecting and relationship management. The right candidate is driven, growth-minded, and committed to long-term success. You'll focus on STNL retail, shopping centers, and industrial properties, so knowledge of these asset types or the ability to learn them quickly is essential.
Requirements
• Source and cultivate relationships with real estate investors and developers.
• Proactively generate new business by making a substantial number of lead-generating calls each week, with call expectations agreed upon with your mentor.
• Work with investors to understand their financial objectives for their real estate assets.
• Review leases and other due diligence materials and guide clients through the sale process.
• Research Trinity's active inventory and pitch properties to potential buyers.
• Keep detailed notes and track activity in the CRM.
• Submit all marketing needs to the designated marketing team and pull sales comparables for your opportunities.
• Collaborate with the transaction team through the entire escrow process.
• Consistently aim to meet or exceed sales goals.
WHAT WE LOOK FOR IN AN AGENT
• Do you have your Texas Real Estate Sales Agent License or are you in the process of obtaining it?
• Do you have experience or demonstrated interest in commercial real estate and sales?
• Do you have a natural competitive drive with a team-player attitude?
• Are you motivated by 100% commission?
• Are you coachable and eager to learn?
• Are you proficient in Salesforce or comparable CRM platforms?
Benefits
• Industry leading five-week training program for new agents.
• Mentorship pairing with a senior agent and open-door access to partner level help.
• Access to premium industry tools and subscriptions (Crexi, AlphaMaps, Terrakota, CoStar, LoopNet).
• Full marketing support: proposals, off-market packages and offering memorandums for listings.
• Transaction management support from LOI to closing.
• Regular team events: happy hours, office lunches, holiday parties, golf tournaments, company outings and more!
$72k-132k yearly est. Auto-Apply 60d+ ago
Simmons Bank InfoSec Internship
Simmons Bank 4.5
Investment banker job in Dallas, TX
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Simmons Bank IT InfoSec Internship Internship Duration: Summer 2026; June 1st - August 7th, 2026
An internship at Simmons Bank provides a current college student an opportunity to receive work experience to complement their course work. The work will be related to their major or professional interest. A Simmons Sidekick will guide the intern and offer day to day advice on how to navigate the business or solve challenging problems. Simmons will benefit from the internship as real work or valuable projects are completed during the internship. The bank also uses the internship experience to recruit top college talent into the bank.
The IT InfoSec internship provides a thorough introductory role into the Cybersecurity function at Simmons Bank. The IT InfoSec intern will gain experience with many aspects of IT and the Security Operations Center (SOC). This internship offers excellent opportunities for the individual to develop their cybersecurity skills in a fast paced, innovative environment.
Key Responsibilities:
* Partner with Security Operations Center (SOC) Analyst to perform alert triaging and work with our associates for resolution (4 weeks)
* Partner with Identity and Access Management (IAM) Analyst to perform identity provisioning, changes and deprovisioning (4 weeks)
* Perform project with other IT interns (TBD)
* Engage in various IT Cybersecurity tasks.
* Attend team meetings and planning sessions.
* Perform additional assigned duties.
* Working on one or more key projects.
Qualifications:
* Pursuing a degree in Computer Science, Information Technology, Management Information Systems, or related field, with at least junior standing.
* Strong written and verbal communication and comprehension skills.
* Excellent time management, project management, and attention to detail.
* Proficiency in Microsoft Office Suite.
* Positive attitude, ability to learn quickly, and a team-oriented mindset.
* Ability to write routine communication, simple-to-business correspondence, and procedures.
* Ability to effectively speak, respond to questions, and present information to the following: one-on-one /small groups, and managers.
Why Apply:
* Learn from company executives and gain exposure to Simmons Bank's culture.
* Weekly lunch & learn panels with company leadership.
* Gain real-world IT Operations experience in banking.
* Work on impactful projects that contribute to the team's success.
* Receive mentorship from an experienced associate.
* Develop professional connections through networking events.
* Potential to be considered for future opportunities at Simmons Bank.
This internship is a unique opportunity to complement your academic studies with valuable industry experience and explore a career in IT and banking. If you are passionate about a future IT career and ready to take on new challenges, we encourage you to apply.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
$47k-58k yearly est. Auto-Apply 56d ago
Investment Systems Support Intern
Cambridge Associates 4.8
Investment banker job in Arlington, TX
Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Position Overview
As an integral member of the Information Technology Group, the User Support Intern will be responsible for delivering first-class support and service to CA's institutional investor clients and internal staff, while also contributing to the continuous improvement of our IT support processes. Day-to-day tasks are dynamic and heavily focused on helping clients use and understand the products. The Intern must be comfortable thriving in an environment that requires autonomy and where unique challenges arise frequently. To be successful in this role, the Intern must possess excellent communication and problem-solving skills, demonstrate attention to detail, and have the ability to address requests expeditiously while fully embracing customer service excellence.
Job Description:
Job Responsibilities
Deliver first-class customer service to our institutional investor clients and global internal staff.
Support clients and internal users, serving as an expert on the Optica product line and its functionality.
Prepare customized quarterly benchmark analyses for subscribing clients.
Replicate software issues to diagnose and resolve incidents quickly.
Work closely with CA colleagues to onboard and set up new platform users.
Analyze current support workflows and procedures to identify areas where efficiency or user experience can be enhanced.
Collaborate with team members to implement approved process changes, which may include updating documentation, training users, or configuring support tools.
Required Qualifications
Detail-oriented with a proactive approach to identifying and solving problems.
Excellent written, verbal, interpersonal, and organizational skills.
Proficient in Excel and comfortable with data manipulation and interpretation.
Strong desire to serve users and resolve questions in a timely and efficient manner.
Self-starter with the ability to work independently in a dynamic environment.
Base salary range for this role:
Pay Range Minimum:
0
Pay Range Maximum:
0
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$92k-125k yearly est. Auto-Apply 41d ago
Intern - Commercial Banking
Primelending 4.4
Investment banker job in Fort Worth, TX
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Internship Dates: May 27th - July 31st, 2026
Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered.
Should be in good standing at the college or university.
Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors
Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries.
Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request.
Participates in loan committee meetings to gain insight on the loan approval process.
Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package.
Observes how new business is generated through referrals, prospecting, and networking.
Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials.
Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients.
Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills.
When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
$43k-72k yearly est. Auto-Apply 8d ago
Intern - Commercial Banking
Hilltop Holdings 4.7
Investment banker job in Fort Worth, TX
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Internship Dates: May 27th - July 31st, 2026
Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered.
Should be in good standing at the college or university.
Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors
Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries.
Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request.
Participates in loan committee meetings to gain insight on the loan approval process.
Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package.
Observes how new business is generated through referrals, prospecting, and networking.
Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials.
Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients.
Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills.
When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
$66k-105k yearly est. Auto-Apply 8d ago
Investments Intern
Kairoi Residential 3.9
Investment banker job in Dallas, TX
Requirements
Key Skills and Abilities Needed to Succeed in This Role:
Currently pursuing a Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field.
Strong academic performance with a focus on subjects like financial analysis, real estate investment, or business strategy.
Proficiency in Microsoft Excel (financial modeling, data analysis) and PowerPoint (presentation creation).
A genuine interest in real estate investment and development, with a passion for learning about the industry.
Ability to work independently and take initiative in a fast-paced, dynamic environment.
Opportunities at Kairoi are Equally Seized
Kairoi is an equal opportunity employer, and we strongly encourage applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. We provide an accessible candidate experience, but please let us know if you need any additional accommodations or adjustments throughout the interview process.
Please note that employment with Kairoi is contingent upon successful completion of a background check and drug screening, as well as your possession of a valid driver's license with no major infractions in the last 12 months. The multifamily industry is ever-changing and there could be other duties required as needed and assigned.
Salary Description $18-$21/Hour
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Experience what it's like to work for a company invested in the community, dedicated to giving back, and ready to show you how fun banking can be! Apply now for a Wintrust Summer 2026 Internship. Come join our team this summer and let us show you why Wintrust was named a Chicago Tribune TOP WORKPLACE 11 years in a row. Wintrust's Commercial Banking internship experience allows the opportunity to build a professional network and develop technical skills in a credit analyst role.
Commercial Banking Intern Job Responsibilities:
Work closely with colleagues to meet business objectives and priorities defined by the specific line of commercial business.
Learn approval process for commercial loans.
Analyze credit and financial information of businesses and individuals to determine the degree of risk associated with the extension of credit.
Generate and interpret financial ratios for the purpose of evaluating an applicant's financial condition.
Spread balance sheets and income statements in financial statement spreading software.
Perform collateral analysis of current and prospective customers.
Underwrite and present an entire Credit Approval Presentation for both annual reviews and renewals.
Details:
The 2026 program will run Tuesday, May 19th - Friday, August 7th.
Full time, paid summer internship.
This is an in-person internship located in Frisco, Texas.
Participate in intern program activities, events, community service projects, and professional development opportunities with your cohort.
Compensation:
The hourly rate for this role is $19.00/hour.
Qualifications:
Must be able to work in person in Frisco, Texas.
Currently enrolled in a U.S. college or university, with preference for students entering their junior or senior year.
Concentrations in Finance, Accounting, Economics, or Business.
Cumulative GPA of 3.0 or higher on a 4.0 scale.
Strong Analytical and problem solving skills, can work independently, strong business writing skills, open minded and willingness to learn and retain new information.
Leadership, extra-curricular, or volunteering experience skills with a passion for results.
You must be authorized to work permanently in the U.S. now and in the future to participate in Wintrust's Commercial Banking Internship Program. Due to the high volume of applicants we receive, we do not offer immigration sponsorship (including OPT and CPT) for this program.
.
To apply, please visit ************************* If selected, our team will reach out to you with additional details. Applications will be reviewed on a rolling basis, and positions will remain open until programs are at capacity.
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
How much does an investment banker earn in Flower Mound, TX?
The average investment banker in Flower Mound, TX earns between $83,000 and $277,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.
Average investment banker salary in Flower Mound, TX