Texas Capital Bancshares

3 months ago

Asset Manager II

✓ 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

Lead portfolio research and scenario testing, producing expected returns, performance, and scenario results for the Investment Team and clients. Develop customized discretionary investment strategies and portfolios aligned with client objectives, monitor market conditions, and recommend allocations using the firm’s PWA 4Rs process. Conduct portfolio and capital markets research, lead Investment Strategy meetings, and oversee assigned Associates and Analysts while coordinating with vendors, custodians, and outside managers.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Manager level

Key Responsibilities

•Lead portfolio research and scenario testing, including expected returns and performance/scenario outputs.
•Create and distribute performance and composites results on a regular basis.
•Develop customized discretionary investment strategies and portfolios to meet client objectives.
•Monitor market/economic conditions and make portfolio recommendations using the PWA 4Rs process.
•Direct and monitor projects and activities of Associates and Analysts on the investment team.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in finance, economics, accounting, or a related field.
•5+ years of direct experience managing portfolios and investments.
•Experience across one or more investment cycles.
•Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities.
•Strong communications skills, including creating and delivering presentations and written materials.

Experience:5+ yearsPortfoliosInvestmentsCapital markets

Education:Bachelor's in finance, economics, accounting, or related field

Skills:CollaborationCommunicationPresentation deliveryWritten communicationInfluencing team members

Certifications:CFACAIA

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

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Texas Capital Bancshares

3 months ago

Asset Manager II

✓ 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

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Manager level

Key Responsibilities

•Lead portfolio research and scenario testing, including expected returns and performance/scenario outputs.
•Create and distribute performance and composites results on a regular basis.
•Develop customized discretionary investment strategies and portfolios to meet client objectives.
•Monitor market/economic conditions and make portfolio recommendations using the PWA 4Rs process.
•Direct and monitor projects and activities of Associates and Analysts on the investment team.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in finance, economics, accounting, or a related field.
•5+ years of direct experience managing portfolios and investments.
•Experience across one or more investment cycles.
•Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities.
•Strong communications skills, including creating and delivering presentations and written materials.

Experience:5+ yearsPortfoliosInvestmentsCapital markets

Education:Bachelor's in finance, economics, accounting, or related field

Skills:CollaborationCommunicationPresentation deliveryWritten communicationInfluencing team members

Certifications:CFACAIA

Company Brief

Texas Capital Bancshares

Industry: Banking

Website