Job Title:  Senior Equity Analyst

Job Location: San Antonio, Texas

Job Description:

Principal Responsibilities:

  • Responsibility for covering one or two sectors with the opportunity to change sector coverage over time
  • Research and analyze financial statements, industry data and company fundamentals related to sector responsibility 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
  • Communicate with internal professionals and external clients/prospects about market environments, portfolio purchases/sales and performance attribution
  • Participate in client/prospect meetings and provide client communications as required/requested
  • Opportunity for advancement and growth


  • Between 5 to 15 years of equity (stocks) research experience required
  • CFA (or on track to complete) and/or MBA, preferred
  • Strong verbal and written communication skills
  • Proven ability in Microsoft Office software, particularly Excel
  • Experience with Factset and/or Bloomberg a plus
  • Self-starter that is methodical and prioritizes tasks appropriately
  • Confident and persuasive in presentations
  • Works well under time constraints and deadlines
  • Respectful of others and comfortable working in a team environment
  • Minimal travel required