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Equity Research Analyst I

External
frostbank logoFrostbank · San Antonio, TX
Full-timeOn-siteToday
Financial Modeling
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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

Requirements

  • Bachelor's Degree in Finance, Economics, or a related field
  • Proficient in Microsoft computer applications
  • Excellent written and verbal communication skills
  • Additional Preferred Skills:
  • 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

Benefits

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:Medical, dental, vision, long-term disability, and life insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral bonus program + more!Health insuranceDental insuranceVision insurance401(k)Equity / stock optionsPerformance bonus

Additional Information

Job Description 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.

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