Texas Capital Bank

Asset Manager II

Texas Capital Bank • $90K — $120K *
Dallas, TX 75217In-Person
Finance & Insurance
5 - 7 years of experience
2 months ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, accounting or related field required
  • CFA or CAIA certification preferred, or significant progress towards it
  • 5+ years of direct portfolio and investment experience
  • Experience through multiple investment cycles
  • Solid understanding of regulatory and operational requirements for discretionary portfolios
  • Knowledge of capital markets and asset allocation
  • Strong communication skills for presentations and report writing

Responsibilities

  • Lead portfolio research and scenario testing efforts
  • Create and distribute expected returns and performance results
  • Contribute to portfolio and capital markets research
  • Develop materials for Investment Strategy meetings
  • Create customized investment strategies for clients
  • Coordinate vendor relationships and data feeds
  • Manage discretionary strategies for clients
  • Monitor market conditions and make portfolio recommendations
  • Oversee projects and activities of Associates and Analysts
  • Work with external managers and custodians for client investment
  • Monitor economic indicators to update expected returns scenarios
  • Generate regular performance and composite results

Benefits

  • Professional development opportunities
  • Supportive team environment
  • Access to diverse investment projects
  • Networking with industry professionals
  • Potential for career advancement opportunities
Full Job Description
Responsibilities
  • Lead portfolio research and scenario testing efforts for the team.
  • Create and distribute expected returns, performance and scenario results to the Investment Team and when requested, clients.
  • Contribute to portfolio and capital markets research.
  • Develop materials for, and lead Investment Strategy meetings when necessary.
  • Develop customized investment strategies and portfolios to meet client objectives consistent with the firm's investment process.
  • Coordinate investment management vendor relationships and data feeds when necessary.
  • Manage one or more discretionary strategies for clients.
  • Monitor market conditions and make portfolio recommendations following PWA's 4Rs process.
  • Direct and monitor projects and activities of Associates and Analysts assigned the investment team.
  • Work with outside managers, vendors and custodians to ensure a seamless investing experience for clients.
  • Monitor economic and market indicators to build and update scenarios for our expected returns process.
  • Contribute to portfolio performance by performing research and creating recommendations for position and/or allocation changes.
  • Regular production of performance and composites results.


Qualifications
  • Required: Bachelor's degree in finance, economics, accounting or related field
  • Preferred: Certification such as CFA, CAIA or substantial progress toward certification
  • 5+ years direct experience in dealing with portfolios and investments
  • Experience through one or more investment cycles
  • Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities.
  • Understanding of capital markets, strategy, portfolio and asset allocation
  • Ability to collaborate with and positively influence team members
  • Strong communications skills and experience creating and delivering presentations and written materials


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.

About Texas Capital Bank

Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
Learn more about Texas Capital Bank
Size
1,500 employees
Industry
Finance & Insurance
Founded
1998
* Ladders Estimates

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