ETF Analyst

Texas Capital Bank • Dallas, TX

3d

About The Position

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.

Requirements

• Support portfolio manager in the daily management and execution of equity and fixed income ETF and mutual fund strategies, including rebalancing and trade implementation.
• Monitor and manage portfolio exposures, cash positions, and index alignment to minimize tracking error.
• Review corporate actions, index changes, and market events impacting portfolios.
• Support implementation of tax-efficient trading strategies, including in-kind transfers and gain/loss management.
• Assist in managing creation/redemption activity and custom basket construction.
• Conduct performance attribution, tracking error, and risk analysis across ETF and mutual fund strategies.
• Prepare portfolio updates, client reports, and presentation materials.
• Support portfolio managers in responding to client inquiries and participating in meetings when appropriate.
• Contribute to research, white papers, and internal investment commentary.
• Collaborate cross-functionally with product, distribution, and compliance teams.

Responsibilities

• Support portfolio manager in the daily management and execution of equity and fixed income ETF and mutual fund strategies, including rebalancing and trade implementation.
• Monitor and manage portfolio exposures, cash positions, and index alignment to minimize tracking error.
• Review corporate actions, index changes, and market events impacting portfolios.
• Support implementation of tax-efficient trading strategies, including in-kind transfers and gain/loss management.
• Assist in managing creation/redemption activity and custom basket construction.
• Conduct performance attribution, tracking error, and risk analysis across ETF and mutual fund strategies.
• Prepare portfolio updates, client reports, and presentation materials.
• Support portfolio managers in responding to client inquiries and participating in meetings when appropriate.
• Contribute to research, white papers, and internal investment commentary.
• Collaborate cross-functionally with product, distribution, and compliance teams.

Benefits

• 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
• paid time off (PTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed