Investment Research Associate, Equity

Vaughan Nelson Investment Management is a Houston-based investment management firm of highly experienced, research-oriented professionals. Since being founded in 1970, we have focused on managing equity and fixed income portfolios for investors including foundations, endowments, corporate retirement plans, mutual funds, and families/individuals both domestic and international. Our management through all market environments reflects our mission of providing for the financial wellbeing of our clients and employees through superior service consistent with our values.

Synopsis

We are seeking a highly motivated and detail-oriented Research Associate to support our investment team. 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. This position offers a unique opportunity to work closely with experienced professionals and develop a deep understanding of financial analysis in the asset management industry.

Duties and Responsibilities

· Research and Analysis: Conduct in-depth research on companies, industries, and countries to support the investment team. This includes analyzing financial statements, earnings transcripts, industry trends, and macroeconomic data.

· Data Management: Gather, organize, and maintain financial data across multiple industries and countries. Ensure the accuracy and integrity of data used in the analysis.

· Modeling and Valuation: Assist in building and maintaining DCF models to evaluate potential investments.

· Market Monitoring: Track and monitor news, events, and developments that may impact the performance of portfolio companies or investment opportunities.

· Meeting and conference participation: Attend sell-side research meetings and conferences. Provide research notes on from meetings to the investment team.

· Collaboration: Work closely with other team members to support the overall investment process. Participate in team meetings, discussions, and brainstorming sessions.

Qualifications

· Education: This is a pre-MBA position. A bachelor’s degree is required. A CFA or CPA designation or progress toward one is a plus. The firm will help cover costs for those seeking these designations.

· Analytical Skills: Excellent analytical and problem-solving skills, with a strong ability to synthesize large amounts of information and identify key investment drivers.

· Attention to Detail: High level of accuracy and attention to detail in all work products.

· Work Ethic: Self-motivated, proactive, and able to work independently while also being a strong team player.

· Passion for Investing: A genuine interest in financial markets and a desire to build a career in asset management.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation Package:

• Bonus opportunities

Schedule:

• 8 hour shift

Experience:

• Investment management: 1 year (Required)

Ability to Commute:

• Houston, TX 77002 (Required)

Ability to Relocate:

• Houston, TX 77002: Relocate before starting work (Required)

Work Location: In person