Job Title:  Junior Equity Analyst

Job Location:  San Antonio, Texas

Job Description

Principal Responsibilities:

  • Research and analyze financial statements, industry data and company fundamentals and communicate findings to the Director of Equity Research and Investment Committee
  • Prepare written research reports and present company/industry research and investment recommendations
  • Monitor news flow related to existing holdings and report pertinent information
  • Provide analysis and support for a variety of investment related requests
  • Responsibility for covering one or two sectors with the opportunity to change sector coverage over time
  • Opportunity for advancement
  • Other special projects as requested by CEO, COO and/or Director of Equity Research



  • Undergraduate degree required
  • MBA and/or CFA track preferred
  • Some work experience preferred (0-3 years ideal)
  • Strong verbal and written communication skills
  • Proven ability in Microsoft Office software, particularly Excel
  • Experience with Factset and/or Bloomberg a plus
  • Minimal travel required