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
Experience/Qualifications
- 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