Equity Analyst

Stephens Inc.; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Stephens Inc. in Houston, Texas, is seeking a professional to drive investment decisions through rigorous research and analysis. The role involves building financial models and evaluating market conditions while collaborating closely with company leadership.

The ideal candidate will have a Bachelor's degree in a related field and at least 2 years of relevant experience. Strong analytical and communication skills are essential. This position offers an opportunity to contribute actively to a research-driven investment process.

Qualifications

• 2+ years of related experience and/or training.
• Strong attention to detail and excellent communication skills.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Construct and analyze financial models on public companies.
• Maintain communication with sell-side analysts.
• Monitor economic conditions and data.
• Meet with clients to convey portfolio positioning.

Skills

Analytical skills

Problem solving

Communication skills

Attention to detail

Microsoft Office Suite proficiency

Education

Bachelor's degree in a related field

2+ years of related experience

Job description

Houston
9 Greenway Plaza
Suite 1900
Houston, TX 77046, USA

This position plays a direct role in driving investment decisions through rigorous research and analysis. This includes building financial models, evaluating current industry and market conditions, and delivering insights that determine portfolio strategy. Working closely with company leadership in a team environment, this individual will contribute to a research-driven investment process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Construct and analyze financial models on public companies.
• Maintain communication with sell-side analysts.
• Meet with company management teams, in order to gain insight into their business models and form opinions about growth prospects.
• Assist other analysts and portfolio managers as needed with fundamental research.
• Monitor economic conditions and data, and contribute to the portfolio management team’s analysis of the economy.
• Meet with clients and consultants of SIMG, in order to be able to convey current portfolio positioning, performance, and market conditions.
• Perform other duties as assigned by management.

EDUCATION AND/OR EXPERIENCE

• Bachelor's degree in a related field.
• 2+ years of related experience and/or training.
• Equivalent combination of education and experience.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent verbal, written and organizational skills and strong attention to detail.
• Self-motivated with the ability to work independently in a fast-paced environment.
• Ability to prioritize and handle multiple tasks simultaneously.
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
• Process management skills.
• Establish and maintain effective working relationships at all levels of the organization.
• Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.
• Ability to maintain confidentiality.
• Demonstrated reliability in attendance and work performance.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

• Chartered Financial Analyst (CFA) preferred.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.