Investment Portfolio Analyst

Company Overview:

Veritex Holdings Inc. is a publicly traded bank holding company headquartered in Dallas, Texas. Through our wholly-owned subsidiary, Veritex Community Bank, a state chartered bank, we provide relationship-driven commercial banking products and services tailored to meet the needs of small to medium-sized businesses and professionals. Since our inception, we have targeted customers and focused our acquisitions in Texas. We operate branches and a mortgage office from 21 locations across Dallas and surrounding suburbs, Fort Worth, Houston and Austin. We are a fast growing and dynamic organization. The quality of our employees and their dedication to service is what separates us from other banks of any size. We strive to attract and retain exceptional employees who share our commitment to superior customer service, continued growth and organizational success.

Job Summary:

The Financial Systems Analyst is responsible for the bank’s investment portfolio. Manages the bank’s liquidity.

Detailed Description:

• Manages investment decisions in compliance with bank policy and regulatory guidelines

• Works with bond salesman and brokers in optimizing investment purchases

• Understands and maximizes risk/return around asset liability and interest rate risk sensitivities

• Manages liquidity of bank by maximizing returns associated with on balance sheet liquidity while reducing risk and maintaining compliance with policy

• Manages Reg F for all due from bank deposits

• Prepares all purchase analytics, maintains credit review of BOLI, municipal bonds, etc.

• Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)

• Integrity, discretion, and respect for confidential information are absolutely essential.

Qualifications and Requirements:

• Bachelor’s degree in finance, accounting, business, or a related field.

• Prior experience in managing and bank investment portfolio, making purchases and preparing purchase analysis

• Strong technical and analytical skills.

• Able to organize, coordinate, and direct projects.

• Solid oral and written communication abilities.

Physical Demands:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will regularly lift and/or move up to 10 pounds. The employee will regularly sit; talk; hear; use hands to finger, handle, or feel; and reach with hands and arms. The employee will occasionally stand. Special vision requirements include close vision and the ability to adjust focus. The noise level in the work environment is usually moderate.

Disclaimer:

The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.