Equity Research Associate

Texas Capital•Dallas, TX

About The Position

Texas Capital is seeking qualified candidates with a passion for a long-term career in Equity Research. The company is built to help businesses and their leaders, offering the expertise of big firms at a scale that works for clients, with experienced bankers who invest in people's success. Texas Capital differentiates itself through its approach, with seasoned financial experts who possess deep industry experience and a commitment to understanding client needs, identifying market opportunities, and meeting long-term objectives. The company focuses on building long-lasting relationships and offers various benefits to colleagues, including health insurance, a wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Texas Capital has received recognition as Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. They are an Equal Opportunity Employer.

Requirements

Excellent written and verbal communication skills.
Extraordinary levels of motivation and initiative.
Strong organizational and time management skills.
Effective team player with ability to work in a fast-paced, highly collaborative environment to meet time sensitive deadlines.
Exceptional writing, interpersonal and communication skills.
High attention to detail and accuracy is a must.
Strong analytical skills - critical thinking, data and information analysis, research and problem solving.
Understanding of the capital markets and stock markets, and a passion for investing.
Proficiency in financial modeling and valuation techniques.
Advanced level of proficiency in Excel is expected and required.

Nice To Haves

Familiarity with the energy sector preferred, but not required.

Responsibilities

Provide support to senior analysts through fundamental analysis with an emphasis on bottoms-up research in the energy sector.
Assist in the construction of maintenance of detailed company-specific and industry models.
Draft individual company and sector-wide research reports.
Analyze industry data to identify current and long-term trends.
Keep abreast of industry-related news flow and analyze implications on companies under coverage.
Update and maintain analyst marketing presentations.
Communicate with both institutional clients and internal clients to convey investment recommendations and ideas.
Respond to client and internal inquiries regarding research.