Buy Side Equity Analyst Job at Stephens, Inc., Houston, TX

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  • Stephens, Inc.
  • Houston, TX

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Construct and analyze financial models on public companies.
  • Maintain communication with sell-side analysts.
  • Meet with company management teams, in order to gain insight into their business models and form opinions about growth prospects.
  • Assist other analysts and portfolio managers as needed with fundamental research.
  • Monitor economic conditions and data, and contribute to the portfolio management team's analysis of the economy.
  • Meet with clients and consultants of SIMG, in order to be able to convey current portfolio positioning, performance, and market conditions.
  • Performs other duties as assigned by management.

EDUCATION AND/OR EXPERIENCE

  • Bachelor's Degree in Finance, Economics, Math, Statistics or other business related field
  • 2+ years of related experience
  • Equivalent combination of education and experience

CERTIFICATIONS, LICENSES, REGISTRATIONS

Required to obtain registrations within 6 months of employment

  • SIE - Securities Industry Essentials
  • Series 7 - General Securities Representative
  • Chartered Financial Analyst (CFA) preferred

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