Texas Capital

Financial Planning and Analysis

• Manage client portfolios, primarily municipal bonds
• 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

Private Bank Investment Manager

Analyst

• Prepare presentation materials for client meetings, prospect discussions, internal committees, and capital markets interactions.
• Maintain working knowledge of covered clients’ operating strategies, reserve profiles, capex programs, breakeven economics, and key financial/credit metrics.
• Support senior bankers as they develop tailored financing and strategic ideas across RBLs, term loans, acquisition financings, hedging strategies, and capital markets alternatives.
• Assist in tracking sector‑specific developments, commodity price trends, and comparable company/transaction data to support idea generation and business development.
• Serve as a core execution resource for active transactions, assisting in diligence coordination, financial modeling, internal/external materials, and documentation review.
• Build and maintain engineering‑based cash‑flow models, borrowing base models, corporate credit models, comparable benchmarking analyses, valuation tools, and portfolio monitoring models.
• Support the diligence of RBLs and upstream corporate credit facilities through preparation approval materials, financial analysis, sensitivity cases, covenant assessments, and general trend review and interpretation.
• Aid in the review of engineering evaluations (production forecasts, type curves, PDP/PUD distributions, sensitivity scenarios) and summarize key findings for Associates and senior bankers.
• Prepare diligence requests, manage data rooms, and support preparations for management presentations, lender meetings, and internal approval committees.
• Contribute to ongoing portfolio monitoring, including covenant tracking, borrowing base variance analysis, performance trends, and periodic internal reviews.
• Work closely with risk, petroleum engineering, capital markets, syndications, treasury, and sales & trading teams to ensure coordinated and efficient transaction execution.
• Participate in internal workstreams such as market updates, model enhancements, and maintenance of internal databases and tools.
• Serve as a resource for junior analysts, providing informal guidance on modeling, analysis, and presentation best practices.

Energy Corporate Banking – Analyst III

Network Engineer

• Support Palo Alto firewalls in a multi-context environment, including cloud deployments in AWS/Azure
• Provide routing and switching support and configuration in a Cisco Nexus and ASR environment utilizing BGP
• Maintains and updates network infrastructure including but not limited to Cisco Nexus switches, Cisco’s ISE, Cisco Viptella SD-WAN, F5 load balancers, Cisco Wireless Access points and wireless LAN controllers, CloudFlare, ThousandEyes
• Monitor and analyze network performance and provide reports on a regular basis
• Prepares and follows detailed documentation, standards and guidelines for data network systems
• Takes corrective action to improve data network performance; travels to off-site locations to perform related work as required
• Provide assistance and knowledge transfer to various IT departments on data networking
• Responds to escalated situations and lead effective troubleshooting during a production outages
• Participate in on-call rotation for Level 1/2 support for escalations of production issues
• Must be able to work nights and/or weekends for implementations as needed.

Private Bank Investment Manager

Energy Corporate Banking – Analyst III

Master Network Engineer