IB Coverage Associate III

Posted Yesterday
Be an Early Applicant
Hiring Remotely in Nevada, USA
Remote
Senior level
Fintech
The Role
Support and lead investment banking transactions from pitch to close: draft and review offering materials and legal documents, manage due diligence, prepare financial models and company analysis, present marketing materials, and mentor/train junior bankers while collaborating with clients and deal professionals.
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. 

 

We are seeking qualified candidates with a passion for a long-term career in Investment Banking, that have extraordinary levels of critical thinking, motivation, and initiative and aspire to deliver superior client service.

Responsibilities:

  • Communicate and collaborate with client and its professionals to throughout transaction process
  • Draft and review private and public materials including offering memoranda, S-1s, engagement letters, bid instruction letters, purchase and sale agreements, etc
  • Manage and participate in the presentation of marketing materials, pitch books, confidential offering memoranda and management presentations
  • Proven ability to manage due diligence sessions as well as manage the execution of transaction from pitch to closing
  • Proficient in financial modeling and detailed company analysis and presentation
  • Manage, mentor and train analysts and associates

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

  • Proficient in financial modeling
  • Detailed company analysis and presentation skills
  • Draft and review private and public materials (offering memoranda, S-1s, engagement letters, purchase and sale agreements)
  • Manage and present marketing materials, pitch books, confidential offering memoranda, and management presentations
  • Manage and run due diligence sessions and execution of transactions from pitch to closing
  • Manage, mentor, and train analysts and associates
  • Strong communication and collaboration with clients and their professionals throughout the transaction process
  • Extraordinary critical thinking, motivation, and initiative; passion for a long-term career in investment banking

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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