Equity Research Analyst I

Frost • San Antonio, TX

1d

About The Position

It’s about insights that are out of sight. Do you enjoy research and analysis? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being an Equity Research Analyst I with Frost could be for you. At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. Who you are: As an Equity Research Analyst I with Frost, you believe in the importance of details. In this role, you will be responsible for researching and analyzing equity securities across various industries. You will use your investigative skills and observant mindset to generate investment reports and assist senior level staff with monitoring and analyzing financial market trends. More than that, this role is about ensuring efficient and effective collaboration and doing it with integrity, caring and excellence in mind.

Requirements

• Bachelor’s Degree in Finance, Economics, or a related field
• Proficient in Microsoft computer applications
• Excellent written and verbal communication skills

Nice To Haves

• Experience with investment analysis
• Series 65/66 or the ability to obtain within six months
• Started the CFA (Chartered Financial Analyst) process
• Proficiency in FactSet, Bloomberg, or other financial modeling applications

Responsibilities

• Conduct thorough research and analysis of equity securities within publicly traded companies across various sectors and industries
• Evaluate financial statements, earnings reports, and other relevant data to assess the financial health, growth prospects, and valuation of target companies
• Generate clear and concise investment reports, research notes, and presentations that communicate analysis, findings, and recommendations to portfolio managers, team members, and marketing
• Assist senior level staff by monitoring and analyzing financial market trends, economic indicators, and industry developments to identify potential investment opportunities and risks
• Utilize Bloomberg, Intex, and/or Factset modeling systems to monitor detailed security and portfolio analytics that track investment performance and asset characteristics over time
• Contribute to the general asset review and analysis as a member of a team, ensuring investment quality adheres to advisor, regulatory and client specified requirements
• Always take action using integrity, caring, and excellence to achieve all-win outcomes

Benefits

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level