IB Finance 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 www.texascapitalbank.com.
We are seeking a highly motivated and detail-oriented accounting professional to join the Investment Banking Finance team. This role will support the expanding scope of the Investment Bank, including new municipal and equity underwriting and trading activities, and the transition to a self-clearing model via Broadridge. The ideal candidate will possess strong technical accounting skills, a deep understanding of capital markets operations, and the ability to thrive in a dynamic, fast-paced environment.
Key Responsibilities:
Accounting & Financial Reporting
- Perform daily and monthly accounting for municipal and equity underwriting and trading activities.
- Ensure accurate revenue recognition, fee amortization, and compliance with GAAP and regulatory standards.
- Prepare journal entries, reconciliations, and financial reports related to trading and underwriting operations.
Operational Support for Self-Clearing Transition
- Partner with Operations and Technology teams to support the migration from Pershing to Broadridge.
- Assist in system integration, ledger mapping, and validation of financial data flows.
- Monitor and reconcile clearing and settlement activities to ensure accuracy and completeness.
Controls & Compliance
- Maintain strong internal controls and support SOX compliance for new product lines and clearing processes.
- Assist with audit requests and regulatory reporting related to trading and underwriting.
Strategic Analysis & Business Partnership
- Provide financial insights and support for new product launches and strategic initiatives.
- Collaborate with front office and operations teams to ensure alignment between business activity and financial reporting.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred.
- 3+ years of relevant experience in investment banking, broker-dealer accounting, or capital markets finance.
- Strong understanding of GAAP, financial instruments, and trade lifecycle.
- Experience with Broadridge, Pershing, or similar clearing platforms is a plus.
- Advanced Excel skills; experience with financial systems and data analytics tools preferred.
- Excellent communication, problem-solving, and organizational skills.
Why Join Us?
This is a unique opportunity to be part of a growing and evolving Investment Banking platform. You’ll play a critical role in shaping the financial infrastructure of new business lines and supporting the firm’s strategic transformation toward self-clearing. If you’re looking for a role that combines technical accounting, operational insight, and strategic impact—this is it.
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.
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