Asset Management Research Associate

7 days ago


Houston, Texas, United States Vaughan Nelson Investment Management Full time
Job Description

We are seeking a highly motivated and detail-oriented Research Associate to support our investment team at Vaughan Nelson Investment Management. As a Research Associate, you will play a critical role in the investment decision-making process by conducting comprehensive research, analyzing financial data, and providing insights on companies, industries, and countries.

Key Responsibilities:

  • Conduct in-depth research on companies, industries, and countries to support the investment team, including analyzing financial statements, earnings transcripts, industry trends, and macroeconomic data.
  • Gather, organize, and maintain financial data across multiple industries and countries, ensuring the accuracy and integrity of data used in the analysis.
  • Assist in building and maintaining DCF models to evaluate potential investments.
  • Track and monitor news, events, and developments that may impact the performance of portfolio companies or investment opportunities.
  • Attend sell-side research meetings and conferences, providing research notes to the investment team.
  • Work closely with other team members to support the overall investment process, participating in team meetings, discussions, and brainstorming sessions.

Requirements:

  • Bachelor's degree required; CFA or CPA designation or progress toward one is a plus.
  • Excellent analytical and problem-solving skills, with a strong ability to synthesize large amounts of information and identify key investment drivers.
  • High level of accuracy and attention to detail in all work products.
  • Self-motivated, proactive, and able to work independently while also being a strong team player.
  • Genuine interest in financial markets and a desire to build a career in asset management.


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