Corporate Development & Investor Relations Analyst

Texas Capital Bank; United States; On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings with 401K match

Paid leave programs

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking a Finance professional to support corporate development, M&A, and strategic finance initiatives. You will collaborate with experts across the Finance organization to prepare materials and perform analyses that inform senior leadership and the Board.

You will conduct market research, build financial models, and provide guidance on competitive actions and capital market implications, including earnings communications and investor events.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related fields.
• Excellent oral, written and visual communication skills.
• Excellent analytical and organization skills.

Responsibilities

• Support development and execution of the Bank’s strategic initiatives around corporate development, M&A, strategic finance and capital initiatives.
• Collaborate with subject matter experts across the different teams in the Finance organization to develop materials supporting strategic initiatives.
• Analyze potential corporate development opportunities (e.g. by providing strategic due diligence, financial statement analyses, financial modeling, and returns analyses).
• Conduct research into key market, investor, and industry trends, and develop insightful discussion materials for senior leaders and the Board of Directors.
• Provide guidance to senior leaders on implications of competitive actions of peer banks, drivers of stock price and market valuations, and capital markets.
• Lead aspects of our quarterly earnings conference calls, including collaborating on the creation and external distribution of financial press releases, presentations, call scripts, internal materials, and investor Q&A.
• Support responding to inquiries and information requests from investors, sell-side analysts, and other stakeholders.
• Support organization of investor events, including conferences, roadshows, and investor meetings, and coordinate logistics associated with these events.
• Gather and analyze sell-side estimates and maintain a consensus model.
• Conduct and document complex ad hoc financial analysis projects.
• Update data from multiple sources on a regular basis to provide information to management to make strategic business decisions.
• Develop clear, concise written summations of complex analytical work

Skills

Communication skills

Analytical thinking

Organization skills

MS Office proficiency

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

MS Office

Job description

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).

• 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
• 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.

Responsibilities

• Support development and execution of the Bank’s strategic initiatives around corporate development, M&A, strategic finance and capital initiatives
• Collaborate with subject matter experts across the different teams in the Finance organization to develop materials supporting strategic initiatives
• Analyze potential corporate development opportunities (e.g. by providing strategic due diligence, financial statement analyses, financial modeling, and returns analyses)
• Conduct research into key market, investor, and industry trends, and develop insightful discussion materials for senior leaders and the Board of Directors
• Provide guidance to senior leaders on implications of competitive actions of peer banks, drivers of stock price and market valuations, and capital markets
• Lead aspects of our quarterly earnings conference calls, including collaborating on the creation and external distribution of financial press releases, presentations, call scripts, internal materials, and investor Q&A
• Support responding to inquiries and information requests from investors, sell-side analysts, and other stakeholders
• Support organization of investor events, including conferences, roadshows, and investor meetings, and coordinate logistics associated with these events
• Gather and analyze sell-side estimates and maintain a consensus model
• Conduct and document complex ad hoc financial analysis projects
• Update data from multiple sources on a regular basis to provide information to management to make strategic business decisions
• Develop clear, concise written summations of complex analytical work

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related fields; 0 - 3 years of experience
• Beginner knowledge of banking, including understanding of bank products, services, and regulations, policies, and procedures
• Excellent oral, written and visual communication skills
• Excellent analytical and organization skills
• MS Office proficiency required

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.

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 banks at a scale that makes sense 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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies