Texas Capital Bank Assistant Trader in Dallas-Corporate Headquarters, Texas
Texas Capital Bank 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 Bank, 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 Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com.
Brief Overview of Position
The Private Wealth Advisors division of Texas Capital Bank is a fast-growing full-service investment management RIA serving high net worth families, individuals, and institutions. PWA currently manages $3 billion across multiple offices in Texas. PWA seeks an Assistant Trader to help identify, confirm, and place trades for the PWA strategies.
The Assistant Trader will:
Assist centralized discretionary trading for a Registered Investment Advisor (RIA) firm with $3Bn in assets under administration.
Work alongside our custodial partners and street brokers for best execution.
Update and maintain various discretionary models; run drift reports.
Work with the Head Trader to developing attribution reports for all discretionary portfolios that can be used to keep the advisory team apprised of portfolio cause and effect.
Work with investment team to assist with educating the advisory team for ongoing client dialogue.
Serve as a resource for all markets and advisors regarding current investment ideas, market color and themes related to non-discretionary and discretionary.
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.
Required: Bachelor’s degree in finance, economics, accounting or related field.
At least 1-3 years of trading experience; prior experience on RIA, trust, or brokerage trading desk preferred.
Understanding of capital markets and asset allocation.
Ability to collaborate with and positively influence team members.
Strong communications and written skills.
Keen attention to detail on a consistent basis.
Prefer OMS system experience in Eclipse, EZE, Charles River, or similar system.
Preferred: Series 65 licensed (or able to obtain in first 90 days)
Req No.: 2022-9467
Street: 2000 McKinney Ave
External Company URL: www.texascapital.com