Description
We are a Houston-based family office seeking an Investment Analyst to support portfolio management across US and international equity and fixed income markets. The role involves fundamental company research and stock picking, financial modeling, valuation analysis, due diligence on external investment managers, broker and custodian communication, and preparation of internal reports and investment presentations. The analyst will report directly to the Portfolio Manager in a lean, high-accountability environment. CFA Level 1 required; Level 2 or charterholder strongly preferred. 2–4 years of experience in asset management or investment research required. On-site, Houston TX. Compensation commensurate with experience.
Requirements
2–4 years of experience in asset management or investment research
CFA Level 1 required; CFA Level 2 or charterholder strongly preferred
Strong fundamental analysis and equity valuation skills (DCF, comparable companies, precedent transactions)
Fixed income knowledge is a plus
Proficiency in Bloomberg and Excel
Experience with manager due diligence and external manager evaluation
Ability to communicate professionally with brokers, custodians, and external managers
High level of integrity and discretion
Self-starter, able to work independently in a small team
Spanish language skills preferred but not required
On-site availability in Houston, TX required
