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Texas Capital Bank

Analyst- Financial Institutions Group

Dallas, TX Full time

 

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works 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, we do more than build business success. We build long-lasting relationships. 

 

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). 

 

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. 

 

Brief Overview of Position

A FIG Corporate Banking Analyst I is an early-career position within the Corporate & Investment Banking Financial Institutions Group (FIG) Industry Coverage group.  This role will report to the Staffing Director and will support colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects. This Dallas-based role offers exposure to complex credit structures in various verticals such as Asset Management, Insurance, Consumer & Commercial Lender Finance, FinTech, and other FIG verticals.

We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies.
 

Responsibilities

  • Responsible for the initial review of financial statements and complete financial spreads for new and existing credit opportunities.
  • Assist Associates and Bankers in preparing diligence lists and questions prior to meetings.  
  • Prepare credit approval memos for new and existing clients on all aspects of underwriting – this could include, but is not limited to, financial modeling, company and industry analysis, etc.
  • Research new prospect opportunities as directed by Senior Coverage Bankers.
  • Monitor transactions in the pipeline from the prospecting phase through closing.
  • Create and prepare pitch books and executive summaries prior to client and prospect calls.
  • Participate in client and prospect calls with Senior Bankers including taking notes and maintaining Salesforce records.
  • Support Portfolio Managers with quarterly portfolio reviews, the closing process and various credit projects.
  • Log all activity accurately and timely in applicable Texas Capital systems (Salesforce, Alloscape, etc.).  

Qualifications

  • Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree.
  • .5 to 1.5 years of experience in Banking. Commercial Banking preferred or other relevant experience. Will consider an advanced degree in lieu of experience.
  • Effective team player with ability to work in a fast-paced, highly collaborative environment.
  • Exceptional writing, interpersonal, and communication skills.
  • Strong analytical skills - critical thinking, data and information analysis, research, and problem solving.
  • Strong organizational and time management skills.
  • Knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages).
  • Knowledge of banking suite of products and services.
  • Ability to input and produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint etc.
  • Ability to manage competing priorities on concurrent projects.

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.Texas Capital is an Equal Opportunity Employer.