Investment Banking Managing Director - Houston, TX

For our client, we are seeking a Investment Banking Managing Director - Houston TX to join the team of a leader in the Finance & Insurance space. This role will support financial strategy, forecasting, and performance management initiatives that strengthen business visibility and decision-making. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation.

The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Location:

Houston, TX - US based candidates only, no visa sponsorship available

Compensation: $200,000 – $300,000 annually

• Conduct financial modeling to support investment decisions
• Analyze market trends and financial data
• Prepare detailed reports for stakeholders
• Collaborate with cross-functional teams on project assessments
• Assist in risk analysis and mitigation strategies

• Bachelor's degree in Finance, Economics, or related field
• 3-5 years of experience in financial modeling or analysis
• Proficient in Excel and financial software tools
• Strong analytical and problem-solving skills
• Excellent communication and presentation abilities

• Comprehensive health care coverage
• 401(k) retirement plan with company match
• Generous paid time off policy
• Access to professional development programs
• Employee wellness initiatives

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.