Equity Research Analyst

2 weeks ago


Abilene, Texas, United States Directors Investment Group Inc Full time
Are you a fit for this role?

Highly Organized

Flexible and Adaptable

Self-Disciplined

Meticulous and Detail-Oriented

If this resonates with you, we would like to connect

Note: This position requires on-site presence at our Abilene, TX office - remote work is not an option.

At Directors Investment Group Inc, we envision a future driven by innovation and creativity. We are in search of a dynamic, self-driven professional to join our team as an INVESTMENT ANALYST. This role will collaborate closely with the investment management team to facilitate trade settlements, ensure adherence to investment plans, analyze various securities, support the Chief Investment Officer, and generate diverse reports as needed.

Key Qualifications/Requirements:
  • Bachelor's degree in Finance or equivalent investment experience is HIGHLY PREFERRED.
  • Willingness to pursue advanced degrees or industry certifications, such as CFA.
  • A genuine passion for investments, economics, and capital markets.
  • Proficiency in VBA coding is preferred but not mandatory.
  • The selected candidate must obtain the Series 65 license within 90 days of employment.
Essential Duties/Responsibilities:
  • Ensure accurate and timely trade settlements.
  • Assist with broker/dealer documentation and relevant client onboarding paperwork.
  • Support regular cash reconciliation processes.
  • Develop and maintain a comprehensive understanding of each client's unique investment strategies and portfolio holdings.
  • Help prepare investment reporting presentations for clients, providing them with current information regarding performance, strategies, and specific portfolio issues.
  • Formulate and maintain detailed portfolio plans, performance forecasts, and risk management strategies.
  • Review research reports, contribute insights, and monitor various credits across multiple asset classes.
  • Engage regularly with Portfolio Managers and participate in investment meetings.
  • Assist in the analysis of existing and prospective investments, utilizing external research and maintaining internal evaluation and monitoring tools.
  • Support research and recommendations for investment strategies across various total return portfolios.
About Directors Investment Group Inc

Directors Investment Group Inc is recognized for its exceptional workplace culture and commitment to client service. We pride ourselves on being the only investment advisory firm that tailors our services to meet the specific needs of our clients, offering standalone consulting and reporting services. Our philosophy is rooted in open communication, which fosters strong and successful business relationships.

Our dedication to personal service, customized solutions, and effective communication has enabled our clients to achieve remarkable performance, even during challenging economic times.

We have received numerous accolades for our workplace environment, including recognition from FORTUNE magazine and Texas Monthly for being among the best workplaces in finance and Texas.

At Directors Investment Group Inc, we adhere to principles of leadership through service, integrity, and respect, creating a supportive environment for our employees. We offer competitive compensation, a collaborative and enjoyable workplace, and a range of benefits that promote personal and professional growth.

An Equal Opportunity Employer

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