Texas Capital Bank

Investment Bank Associate

Texas Capital Bank$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2.5 to 3.5 years in financial services or banking, ideally in Investment Banking.
  • Bachelor's degree in business (Finance, Accounting, etc.) or related field.
  • Demonstrated critical thinking and analytical skills.
  • Strong motivation and initiative in a fast-paced environment.
  • Proven ability to deliver high-quality client service.

Responsibilities

  • Support senior bankers with transaction due diligence and execution.
  • Build comprehensive 3-statement financial and complex models.
  • Draft and present marketing materials such as pitch books and offering memoranda.
  • Create target marketing lists for buyers, investors, and strategic partners.
  • Conduct thorough industry research to identify opportunities.
  • Coordinate internal discussions and manage transaction meetings.
  • Mentor and train junior analysts.
Full Job Description
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:
  • Support senior bankers with day-to-day transaction due diligence and execution
  • Develop fully dynamic 3-statement financial models and other complex models as well as valuation analyses
  • Draft and participate in the presentation of marketing materials, pitch books, confidential offering memoranda and management presentations
  • Develop target marketing lists for potential buyers, investors, and strategic partners
  • Conduct in-depth industry research needed to support and generate opportunities
  • Coordinate internal discussions and schedule transaction discussion meetings
  • Mentor and train analystsand


Work experience:
  • 2.5 to 3.5 years of experience in financial services or banking, preferably Investment Banking or other relevant experience.

Education:
  • Bachelor's degree in business (Finance, Accounting, etc.) or other relevant degree.


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
Founded
1998

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