Texas Capital Bancshares

2 months ago

Trader - Private Bank

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Source, trade, and settle municipal bonds for portfolio managers, and design option strategies for SMA accounts. Model and trade equities across discretionary and non-discretionary strategies, ensuring best execution by coordinating with custodial partners and street brokers. Maintain discretionary models and run drift reports, while supporting the investment team with ongoing advisory client dialogue and serving as a market resource on investment themes.

Location: Dallas, Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Source, trade, and settle municipal bonds for portfolio managers.
•Create and trade option strategies for SMA accounts.
•Model and trade equities for discretionary and non-discretionary strategies.
•Partner with custodial partners and street brokers to achieve best execution.
•Update and maintain discretionary models, run drift reports, and support advisory education/dialogue.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in finance, economics, accounting, or related field, or 10+ years trading markets experience.
•1-3 years of trading experience; prior experience on an RIA, trust, or brokerage trading desk is preferred.
•Understanding of equities, municipal bonds, and exchange traded options.
•Ability to collaborate with and positively influence team members.
•Preferred: OMS system experience in EZE, Charles River, or similar systems. Series 65 licensed (or able to obtain in first 90 days).

Experience:1-3 yearsFinancial marketsWealth managementInvestment advisory

Education:Bachelor's

Skills:CollaborationCommunicationWritten communicationAttention to detailTeam influence

Licenses:Series 65

Tech Stack:OMSEZECharles River

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

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Texas Capital Bancshares

2 months ago

Trader - Private Bank

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Dallas, Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Source, trade, and settle municipal bonds for portfolio managers.
•Create and trade option strategies for SMA accounts.
•Model and trade equities for discretionary and non-discretionary strategies.
•Partner with custodial partners and street brokers to achieve best execution.
•Update and maintain discretionary models, run drift reports, and support advisory education/dialogue.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in finance, economics, accounting, or related field, or 10+ years trading markets experience.
•1-3 years of trading experience; prior experience on an RIA, trust, or brokerage trading desk is preferred.
•Understanding of equities, municipal bonds, and exchange traded options.
•Ability to collaborate with and positively influence team members.
•Preferred: OMS system experience in EZE, Charles River, or similar systems. Series 65 licensed (or able to obtain in first 90 days).

Experience:1-3 yearsFinancial marketsWealth managementInvestment advisory

Education:Bachelor's

Skills:CollaborationCommunicationWritten communicationAttention to detailTeam influence

Licenses:Series 65

Tech Stack:OMSEZECharles River

Company Brief

Texas Capital Bancshares

Industry: Banking

Website