GNI Analyst

Posted 8 Days Ago
Be an Early Applicant
Houston, TX, USA
In-Office
Junior
Fintech
The Role
Support Corporate & Investment Banking coverage by reviewing financial statements, building financial spreads and models, preparing credit memos, creating pitch books, monitoring deal pipelines, supporting portfolio reviews and closing processes, conducting research, and maintaining Salesforce records while mentoring junior analysts.
Summary Generated by Built In

 

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 Corporate Banking Analyst II is an early-career position within the Corporate & Investment Banking GNI Industry Coverage group. This role will report to the Staffing Manager and will support colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects.
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 prepare 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 prospecting phase through closing.
  • Create 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.
  • Coach and mentor Banking Analyst I colleagues.

Qualifications

  • Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree.
  • 1.5 to 2.5 years of experience in Banking, Commercial Banking preferred or other relevant experience.
  • Extraordinary levels of motivation and initiative.
  • 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. 

Skills Required

  • Bachelor's degree in business, finance, accounting, real estate, or related field
  • 1.5 to 2.5 years of experience in banking or commercial banking (or relevant experience)
  • Knowledge and application of credit underwriting, cash flow models, financial spreads, and credit packages
  • Knowledge of banking products and services
  • Strong analytical skills, critical thinking, research, and problem solving
  • Exceptional writing, interpersonal and communication skills
  • Strong organizational and time management skills; ability to manage competing priorities
  • Ability to prepare financial spreads, credit approval memos, pitch books, and executive summaries
  • Ability to use Salesforce and Microsoft Office (Outlook, Excel, PowerPoint) to produce reports and presentations
  • Effective team player able to work in a fast-paced, collaborative environment
  • High levels of motivation and initiative

Texas Capital Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Texas Capital Bank and has not been reviewed or approved by Texas Capital Bank.

  • Retirement Support A company 401(k) with matching contributions is repeatedly characterized as good, reinforcing the value of the retirement program. Employer match and related financial supports are highlighted as competitive components of the package.
  • Leave & Time Off Breadth PTO and paid holidays are characterized as solid to generous, with accruals that can increase with tenure or vary by level. Time off is frequently cited as a strong element of the overall package.
  • Wellbeing & Lifestyle Benefits Wellness programs, educational assistance, and paid parking expand support beyond core insurance, adding convenience and development value. Ancillary perks complement the standard medical, dental, and vision coverage.

Texas Capital Bank Insights

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The Company
HQ: Dallas, TX
2,100 Employees
Year Founded: 1998

What We Do

Our expert bankers are committed to helping your business build and grow. Equipped with experience-based insights and a proven record of implementing custom solutions for clients, we can help you with a suite of business lending, investing and financial management services that see you through every step of the way. Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue. Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI). For more information, please visit www.texascapitalbank.com. Member FDIC. NASDAQ®: TCBI. Equal Housing Lender. Texas Capital Bank and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. Please view our EEO Policy to learn more: https://www.texascapitalbank.com/equal-employment-opportunity-policy

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