Texas Capital · 2 months ago
Managing Director, Investment Bank Coverage
Houston - Four Oaks
Full-time
Onsite
Lead/StaffTexas Capital is built to help businesses and their leaders, offering deep expertise in financial services. The Managing Director, Investment Bank Coverage will leverage industry experience to enhance M&A execution and capital raising outcomes, while building client relationships and managing a banking team.
BankingFinanceFinancial Services
Responsibilities
Leverage past investment banking or related industry experience to enhance Mergers and Acquisitions (M&A) execution and/or capital raising outcomes to help contribute to building Texas Capital’s franchise
Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals
Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards
Anticipate future changes in the marketplace
Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, commercial, currency, etc.)
Serve as a leader and mentor to banking team, execute staffing models that support business needs and career trajectories for junior staff
Build client relationships by providing sophisticated financial solutions tailored to the clients’ needs and acting as a content provider on market trends
Oversight and execution of a myriad of capital markets and advisory service transactions as well as the oversight of the project / deal team, driving the work product through every phase of the transaction process
Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Texas Capital, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualification
Required
Significant deal generation and execution experience
Extraordinary levels of motivation and initiative
Established industry relationships and business plan necessary to build a profitable deal team
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Experience in recruiting, training and managing people at all levels of an investment banking team
Ability to work with other product team leaders in a cordial and collaborative fashion
Ability to comfortably develop and interact with clients in a professional and mature manner
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage numerous projects independently and simultaneously
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Excellent understanding of financial, legal and reputational risks facing investment banks in today's environment
Benefits
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)
Company
Texas Capital
Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.
Founded in 1998
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-08-13IPO
Leadership Team
David Oman
Chief Risk Officer (CRO)
Vivek Misra
Managing Director & Enterprise Chief Compliance Officer
Recent News
2026-01-09
2025-12-02
Company data provided by crunchbase