Equity Research Associate

Vaughan Nelson Investment Management; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading investment management firm in Houston is seeking a highly motivated Research Associate to support their investment team. This entry-level role involves conducting comprehensive research, analyzing financial data, and collaborating closely with experienced professionals. Ideal candidates will possess strong analytical skills, attention to detail, and a genuine passion for investing, with opportunities for professional growth and development.

Benefits

401(k)

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Relocation assistance

Vision insurance

Tuition assistance

Qualifications

• This is a pre-MBA position requiring a bachelor’s degree.
• CFA or CPA designation is a plus.
• Self-motivated and proactive with strong analytical skills.

Responsibilities

• Conduct in-depth research on companies, industries, and countries.
• Gather and maintain financial data across multiple sectors.
• Assist in building and maintaining DCF models.

Skills

Analytical Skills

Attention to Detail

Work Ethic

Passion for Investing

Education

Bachelor's degree

CFA or CPA designation (or progress toward one)

Job description

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Vaughan Nelson Investment Management is a Houston-based investment management firm of highly experienced, research-oriented professionals. Since being founded in 1970, we have focused on managing equity and fixed income portfolios for investors including foundations, endowments, corporate retirement plans, mutual funds, and families/individuals both domestic and international. Our management through all market environments reflects our mission of providing for the financial wellbeing of our clients and employees through superior service consistent with our values.

Synopsis

We are seeking a highly motivated and detail-oriented Research Associate to support our investment team. As a Research Associate, you will play a critical role in the investment decision-making process by conducting comprehensive research, analyzing financial data, and providing insights on companies, industries, and countries. This position offers a unique opportunity to work closely with experienced professionals and develop a deep understanding of financial analysis in the asset management industry.

Duties and Responsibilities

· Research and Analysis: Conduct in-depth research on companies, industries, and countries to support the investment team. This includes analyzing financial statements, earnings transcripts, industry trends, and macroeconomic data.

· Data Management: Gather, organize, and maintain financial data across multiple industries and countries. Ensure the accuracy and integrity of data used in the analysis.

· Modeling and Valuation: Assist in building and maintaining DCF models to evaluate potential investments.

· Market Monitoring: Track and monitor news, events, and developments that may impact the performance of portfolio companies or investment opportunities.

· Meeting and conference participation: Attend sell-side research meetings and conferences. Provide research notes on from meetings to the investment team.

· Collaboration: Work closely with other team members to support the overall investment process. Participate in team meetings, discussions, and brainstorming sessions.

Qualifications

· Education: This is a pre-MBA position. A bachelor’s degree is required. A CFA or CPA designation or progress toward one is a plus. The firm will help cover costs for those seeking these designations.

· Analytical Skills: Excellent analytical and problem-solving skills, with a strong ability to synthesize large amounts of information and identify key investment drivers.

· Attention to Detail: High level of accuracy and attention to detail in all work products.

· Work Ethic: Self-motivated, proactive, and able to work independently while also being a strong team player.

· Passion for Investing: A genuine interest in financial markets and a desire to build a career in asset management.

Job Type: Full-time

• 401(k)
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Relocation assistance
• Vision insurance

Compensation Package:

• Bonus opportunities

Schedule:

• 8 hour shift

Experience:

• Investment management: 1 year (Required)

Ability to Commute:

• Houston, TX 77002 (Required)

Ability to Relocate:

• Houston, TX 77002: Relocate before starting work (Required)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

Referrals increase your chances of interviewing at Vaughan Nelson Investment Management by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

Disability insurance

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