Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships.
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at Texas Capital Bank .
Responsibilities
- Lead preparation of pitch materials and management presentations
- Coordinate and perform business due diligence for both buy and sell-side engagements
- Assist in the marketing and execution of M&A transactions, including review of QOE reports and third-party vendor work product, transaction documentation, model validation and related workflow
- Coordinate with internal coverage teams and product areas to identify, evaluate and originate new business ideas/opportunities
- Build relationships and maintain direct contact with clients, prospective clients, sponsors, attorneys, lawyers and other advisors
- Develop and train analysts, associates, and summer interns
- Identify and lead business development efforts, participate in corporate finance-related industry conferences and public speaking opportunities, assist in the development of white papers, articles, marketing letters, news releases, and other media to generate exposure and build our brand
Qualifications
- Bachelor’s degree with demonstrated subject matter expertise in finance/accounting; MBA, MA, MS, JD, CFA, CPA or other advanced degrees and designations welcome
- Minimum 5 years of experience in investment banking, transaction advisory services, or related M&A experience
- Experience with financing and advisory for mortgage originators, asset managers, banks and other financial institutions and intermediaries
- Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of the organization
- Highly quantitative and qualitative analytical skills required
- Highly motivated with demonstrated ability to manage conflicting priorities and requests
- Ability to take initiative and function independently balanced with strong teaming skills
- Maintain high standards of professional and ethical conduct
- Demonstrable understanding of capital markets, modeling, and corporate finance
- FINRA Series 7, Series 63 and Series 79 licenses; or the ability to obtain within 90 days
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
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