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About our client

Our client is an international multifamily office seeking a Senior Investment Analyst who can specialize in the analysis of US small and mid-cap companies. You will play a crucial role in enhancing the portfolio performance and providing actionable insights to portfolio managers and clients. This position is based in Houston.

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What the job involves

• Provide an in-depth analysis of fundamental aspects of US mid-cap equities
• Create financial models to estimate earnings and evaluate valuations indicators, directly influencing investment decisions 
• Work together with portfolio managers to review investment strategies and share updates on market trends
• Collaborate with company leadership and industry specialists to obtain knowledge and improve research quality 
• Create comprehensive reports that emphasize market trends, competitive standing, and financial well-being
• Review quarterly earnings reports and industry trends, producing insights that guide investment possibilities
• Create detailed reports and presentations for both internal and external stakeholders 

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Who we are looking for

• Experience in investments, equity valuation, risk assessment, and portfolio management
• Bachelor’s degree in finance, economy, or related field
• Master’s Degree, CFA, or CAIA (preferred)
• Superior skills in financial modelling and valuation techniques
• Solid analytical capabilities, communications kills and team proactive
• Bilingual fluency in English and Spanish is a MUST
• For Houston applicants, you must have American citizenship / residency or working visa prior to starting the recruitment process
• Compensation: US$130k - US$150k annually