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 a detail-oriented and proactive professional to join our Investment Bank Operations team, specializing in Equity and Municipal Settlements. This role is critical in ensuring the timely and accurate settlement of equity and municipal bond trades, maintaining operational excellence, and supporting client satisfaction.
Responsibilities- Monitor and process post-trade instructions for equity and municipal securities, ensuring timely and accurate settlement.
- Validate Standard Settlement Instructions (SSIs) prior to trade release.
- Release trade instructions to the market and track settlement status, providing timely updates to internal stakeholders and clients.
- Identify, investigate, and resolve unmatched or failing trades, working closely with counterparties, custodians, and internal teams.
- Escalate booking or operational issues promptly to prevent settlement failures and financial exposure.
- Collaborate with compliance, risk, and technology teams to enhance settlement processes and controls.
- Maintain accurate records and documentation in accordance with regulatory and internal policy requirements.
- Support process improvement initiatives and contribute to automation and efficiency efforts.
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 2+ years of experience in trade operations, settlements, or post-trade processing, with a focus on equity and/or municipal securities.
- Strong understanding of the trade lifecycle, settlement processes, and reconciliation practices.
- Experience with Broadridge Impact or similar post-trade processing systems is a plus.
- Ability to interface effectively and build positive working relationships with clients, counterparties, and internal stakeholders.
- Excellent oral and written communication skills.
- Self-starter with the ability to work independently and manage multiple priorities under tight deadlines.
- High attention to detail and strong analytical skills.
- Proficient in Microsoft Outlook, Word, and Excel.
- FINRA SIE license is required within 3 months of hire.
- FINRA Series 7TO is required within 6 months of hire.
- Understanding of underwriting processes is 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
