Bank Loan Manager
HedgeServ, Dallas, TX, United States
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.
Responsibilities
Lead portfolio research and scenario testing efforts for the team. Create and distribute expected returns, performance and scenario results to the Investment Team and when requested, clients. Contribute to portfolio and capital markets research. Develop materials for and lead Investment Strategy meetings when necessary. Develop customized investment strategies and portfolios to meet client objectives consistent with the firm’s investment process. Manage one or more discretionary strategies for clients. Monitor market conditions and make portfolio recommendations following PB’s 4Rs process. Direct and monitor projects and activities of Associates and Analysts assigned the investment team. Work with outside managers, vendors and custodians to ensure a seamless investing experience for clients. Monitor economic and market indicators to build and update scenarios for our expected returns process. Contribute to portfolio performance by performing research and creating recommendations for position and/or allocation changes. Qualifications
Required: Bachelor’s degree in finance, economics, accounting or related field Preferred: Certification such as CFA, CAIA or substantial progress toward certification 5+ years direct experience in municipal bond management and credits Experience through one or more investment cycles Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities. Understanding of capital markets, strategy, portfolio and asset allocation Ability to collaborate with and positively influence team members Strong communications skills and experience creating and delivering presentations and written materials
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Lead portfolio research and scenario testing efforts for the team. Create and distribute expected returns, performance and scenario results to the Investment Team and when requested, clients. Contribute to portfolio and capital markets research. Develop materials for and lead Investment Strategy meetings when necessary. Develop customized investment strategies and portfolios to meet client objectives consistent with the firm’s investment process. Manage one or more discretionary strategies for clients. Monitor market conditions and make portfolio recommendations following PB’s 4Rs process. Direct and monitor projects and activities of Associates and Analysts assigned the investment team. Work with outside managers, vendors and custodians to ensure a seamless investing experience for clients. Monitor economic and market indicators to build and update scenarios for our expected returns process. Contribute to portfolio performance by performing research and creating recommendations for position and/or allocation changes. Qualifications
Required: Bachelor’s degree in finance, economics, accounting or related field Preferred: Certification such as CFA, CAIA or substantial progress toward certification 5+ years direct experience in municipal bond management and credits Experience through one or more investment cycles Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities. Understanding of capital markets, strategy, portfolio and asset allocation Ability to collaborate with and positively influence team members Strong communications skills and experience creating and delivering presentations and written materials
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