Managing Director, Energy Corporate Banking, Upstream – Texas Capital Bank

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 The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. 

Brief Overview of Position

Texas Capital has been active in the oil & gas industry for more than 20 years and has built a team with deep industry knowledge, experience and relationships to support an industry that requires a specialized approach. Our dedication to the energy sector reflects Texas Capital’s long-term commitment to serving the leading clients in the industries that are important to the Texas economy.

Our integrated corporate and investment banking team is comprised of experienced professionals dedicated to the broadly defined energy sector including upstream (operated and non-operated), minerals & royalties, midstream, water handling, as well as emerging opportunities in CleanTech, carbon capture and sequestration, and other energy-adjacent subsectors. Texas Capital provides value to our energy clients by utilizing our strong technical expertise, with team members specialized in engineering and geology, to support all transactions, including the formation of capital as well as advisory services.

Corporate banking focuses primarily on the origination and structuring of secured and unsecured corporate loans and the syndication thereof with Texas Capital in an Admin Agent role. Corporate Banking is also responsible for delivering Texas Capital's extensive Treasury Management platform and risk management products and services. Corporate Banking relationships help to deliver the bank's full range of investment banking services relevant to our clients’ financing and strategic development including advice on Institutional Term Loans, Private Credit Term Loans, First Out Facilities, First-lien/Second-Lien Facilities, High Yield Bonds, Private Placements, Public Equity Offerings, M&A&D, Asset-based Securitizations, Restructuring Advisory, etc.

The Managing Director, as senior relationship manager, will champion a client-centric culture and drive the strategy to acquire or retain and expand client relationships to generate revenue and increase share of wallet by presenting the full range of Texas Capital's products and services and delivering the entire bank to the client.

Responsibilities of the Position

• Setting relationship strategies and directing relationship management activities with new and/or existing clients in the Upstream subsector of the energy industry, including public and private operating, non-operating and mineral & royalty companies, to grow revenue and market share.
• Providing ideas and insights to clients based on an understanding of their needs and financial well-being.
• Coordinating with the various product groups within Texas Capital to deliver the best solution and experience to clients.
• Developing and maintaining effective industry relationships with clients, external parties, legal counsel, etc.
• Monitoring transactions in the pipeline from the prospecting phase through closing, both internally and externally.
• Actively contributing to a high-performance and inclusive work environment in order to contribute to the overall success of the team.
• Assisting in recruiting and mentoring junior colleagues through active engagement on developing their skills (technical, coverage, leadership), providing real-time positive and constructive feedback to support their development.
• Ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures.
• The duties listed above are the essential functions, or fundamental duties within the job classification.  Texas Capital may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications

• Bachelors or Masters degree in business (Finance, Accounting, Math, Economics, etc.) or other relevant degree.
• Demonstrated 10+ years of experience in Energy Banking, Corporate or Investment Banking preferred, or other relevant experience working with clients with advanced levels of risk and complexity of financial needs. Strong knowledge of the banking suite of products and services.
• Effective, self-directed individual with ability to work in a fast-paced, highly collaborative environment. Flexible to demands of work and viewed as a valuable team resource.
• Demonstrated ability to quickly adapt to new situations and to manage multiple projects with competing deadlines while maintaining high work standards.
• Strong quantitative skills focused on financial analysis, accounting and financial theory. Strong analytical skills including critical thinking, data and information analysis, research, and problem solving. Exceptional writing, interpersonal and communication skills.
• Strong knowledge and application of credit underwriting (i.e., cash flow models, financial spreads, credit packages and legal documentation).
• Strong utilization of Salesforce and MS Office products including Outlook, Excel, and PowerPoint in order to produce reports, correspondence, and presentations.
• FINRA registration and licensing (minimum SIE, S63 and S79) in good standing required and maintenance thereof.

The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.