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.
Summary:
Responsible for providing equity research coverage on assigned companies and industries in accordance with regulatory requirements and internal policies. Responsible for maintaining the highest standards of integrity, ethics, and professionalism in all aspects of business conducted within the group.
Responsibilities:
· Provide independent analysis and opinion to investment bankers and institutional clients; develop and communicate opinions clearly, concisely, and accurately.
· Maintain and develop relationships with CEOs/CFOs and other senior management at client companies as well as other industry experts and opinion makers.
· Work closely with sales team members to identify client needs and tailor analysis accordingly.
· Develop new ideas and perspectives on assigned industries and present them to management and institutional clients through various mediums (e.g., email, phone calls, conference calls).
· Participate in client development by leveraging expertise to enhance the firm’s reputation in specific sectors and developing strong working relationships with key decision-makers at client firms.
· Become an industry specialist and thought leader in targeted industries.
· Assist in building and maintaining client franchises.
· Effectively manage multiple assignments while meeting deadlines and adhering to quality standards.
· Adhere to corporate policy regarding personal trading and other compliance issues.
· Attend industry conferences and meetings as required.
· Other duties as assigned.
Qualifications:
· Typically requires 7+ years of relevant experience in sellside or buy side research or equivalent combination of education and experience.
· Requires excellent written and verbal communication skills and interpersonal skills.
· Ability to effectively communicate complex analytical concepts verbally and in writing to both technical and non-technical audiences.
· Proven ability to establish and cultivate effective business relationships with clients, colleagues, subordinates, and supervisors.
· Demonstrated leadership abilities, initiative, and sound judgment.
· Excellent PC skills including proficiency in Microsoft Word, Excel, PowerPoint, and Outlook are essential.
· Series 7, 63 licenses required; CFA designation preferred.
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.
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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
