Corporate Banking Analyst -- Energy

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 ’ 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 .

Our Expertise

Texas Capital’s energy corporate and investment banking services offer a full range of banking capabilities. We have built a team with deep industry knowledge, experience and relationships to support an industry that requires a specialized approach.

Our dedication to the energy sector reflects our long-term commitment to serving the leading clients in the industries that are important to the Texas economy.

Our integrated corporate and investment banking team is comprised of experienced professionals dedicated to the Energy sector including upstream, minerals and royalties, midstream, and water handling, as well as emerging opportunities in CleanTech and Energy-adjacent subsectors.

We provide value to clients by utilizing our technical expertise, with specialists in geology and engineering, to support transactions broadly including all capital formation as well as advisory services.

Our experienced professionals, technical perspectives and market strategies enable us to bring clients a broad range of innovative financing and strategic solutions, with decisions made here in Texas to support clients across the energy sector.

Brief Overview of Position

A Corporate Banking Analyst is an early-career position within the Corporate & Investment Banking Energy Industry Coverage group.

This role will report to the Staffer and will support colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects.

Corporate banking focuses primarily on the origination and structuring of secured corporate loans, including cash flow and reserve based loans (RBLs), and the syndication thereof with Texas Capital in an Admin Agent role.

Corporate Banking is responsible for delivering Texas Capital's extensive Treasury Management platform and risk management products and services.

Corporate Banking relationships help to deliver the Bank's full range of services relevant to their financing and strategic development including advice on Institutional Term Loan Bs, Private Credit Term Loans, First Out Facilities, First-lien / Second-Lien Facilities, High Yield Bonds, Private Placements, etc.

We are seeking qualified candidates with a passion for a long-term career in banking and the following core competencies.

Responsibilities

• Responsible for the initial review of financial statements and complete financial spreads for new and existing credit opportunities.
• Assist Associates to prepare due diligence lists and questions prior to meetings.
• Prepare credit approval memos for new and existing clients on all aspects of underwriting this could include, but is not limited to, financial modeling, company and industry analysis, etc.
• Research new prospect opportunities as directed by Senior Coverage Bankers.
• Monitor transactions in the pipeline from prospecting phase through closing.
• Create pitch books and executive summaries prior to client and prospect calls.
• Participate in client and prospect calls with Senior Bankers including taking notes and maintaining Salesforce records.
• Support Portfolio Managers with quarterly portfolio reviews, the closing process and various credit projects.
• Coach and mentor Banking Analyst I colleagues.

Qualifications

• Bachelor’s degree in business (Finance, Accounting, Real Estate, etc.) or other relevant degree.
• 1.5 to 2.5 years of experience in Banking, Corporate or Investment Banking preferred or other relevant experience.
• Effective team player with ability to work in a fast-paced, highly collaborative environment. Flexible to demands of work and viewed as a valuable team resource.
• Demonstrated ability to quickly adapt to new situations and short deadlines.
• Independent thinker and proven ability to take initiative and make decisions.
• Strong quantitative skills focused on financial analysis, accounting and financial theory.
• Personal and communication skills.
• Strong analytical skills - critical thinking, data and information analysis, research, and problem solving.
• Strong organizational and time management skills.
• Knowledge and application of Credit Underwriting (i.e., cash flow models, financial spreads, and credit packages).
• Knowledge of banking suite of products and services.
• Ability to input and produce reports, correspondence and presentations using Salesforce and Microsoft Office including Outlook, Excel and PowerPoint, etc.
• Ability to manage competing priorities on concurrent projects.
• Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities.
30+ days ago