Investment Bank Coverage Analyst

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


Summary:

As an Investment Bank Coverage Analyst at Texas Capital Bank, you will play a crucial role in supporting the firm's investment banking activities by assisting in the development and maintenance of client relationships, conducting financial analysis, and preparing pitch materials. This position offers an opportunity to gain comprehensive exposure to various industries and financial products within a dynamic and growth-oriented environment.

Responsibilities:

• Conduct in-depth industry and company-specific research to identify potential clients and strategic opportunities.
• Develop and maintain financial models, including valuation analyses (e.g., comparable company analysis, precedent transactions, discounted cash flow analysis).
• Prepare compelling pitch books, presentations, and other marketing materials for client meetings and internal discussions.
• Assist in the execution of M&A transactions, capital raises (debt and equity), and other advisory assignments.
• Support senior bankers in client outreach, relationship management, and deal origination efforts.
• * Analyze financial statements, market data, and economic trends to provide insightful recommendations.
• Collaborate effectively with internal teams, including product groups, credit, and legal.
• Maintain accurate and up-to-date client and deal-related databases.
• Participate in due diligence processes for various transactions.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field from an accredited institution.
• 1-5 years of relevant experience in investment banking, corporate finance, private equity, or a related analytical role.
• Strong understanding of accounting principles, financial statements, and corporate finance concepts.
• * Exceptional analytical and quantitative skills with meticulous attention to detail.
• Proficiency in financial modeling and valuation techniques.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely.
• Demonstrated ability to work effectively both independently and as part of a team in a fast-paced, demanding environment.
• Strong work ethic, intellectual curiosity, and a proactive attitude.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Prior experience with financial databases such as Bloomberg, Capital IQ, or FactSet is a plus.
• FINRA Series 79 and 63 licenses (or ability to obtain within a prescribed timeframe).

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.