Investment Analyst jobs in San Antonio, TX
Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Analyst jobs
Public Finance Investment Banker Associate (Onsite)
- SWBC Investment Services LLC
-
San Antonio, TX
FULL_TIME
- SWBC is seeking a talented individual to originates new public finance business primarily in the assigned geographical/line of business market. With guidance, evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Essential duties include the following: Prepares written proposals and pitch books, make presentations to prospective and existing client base, and manage public finance negotiated underwritings and private placements. Prepares credit and bond sizing analysis for prospective transactions, manage rating presentations, develop financial models to structure and optimize transactions, preparing analyses on client capital structure, debt capacity and coordinate work flow through negotiation and settlement of transactions. Serves in a consultative role to prospects, advising top leadership on the best way to achieve their short- and long- term financing objectives through the firm’s solutions. Prospects are located across the United States. May assist a more senior Business Development colleague on large or complex accounts to gain breadth/depth of knowledge. May be responsible for achieving organic incremental growth from existing clients. Locates potential prospects through in-depth industry research and an understanding of the market environment, including short- and long-term trends, fixed income market conditions, competitor offerings, regulatory developments etc. Screens and evaluates prospects by analyzing market strategies, deal requirements, growth potential, financials and internal firm priorities. Works with existing clients and prospects on their strategic and financial vision and uses an understanding of the firm’s solutions and value proposition to help them achieve that vision. May help develop a negotiation strategy and position to align prospect needs to firm offerings. Assists with closing of new prospects by contributing analyses supporting deal structures (pricing, contract terms, etc.) that achieve optimal terms for both the client and the firm. Assists with ensuring that deals are compliant with all regulations. Follows up with other firm-wide resources (marketing, legal, compliance, etc.) to gather needed information required to finalize a proposal/deal. Work closely with related teams and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development activities are conducted and captured. Tracks and reports on business development results. Serious candidates will possess the minimum qualifications: Bachelor’s degree or equivalent in finance, economics, political science, or other related field with a preference for an advanced degree. 5 years of experience in the Public Finance industry with an entity that is either an investment banker, municipal issuer, financial advisor, investment manager or other industry profession. Excellent communication skills as well as quantitative capabilities. High proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. License Required Series 7 and 63, or MSRB 52 Strong knowledge of the Public Finance market participants and mechanics, including marketing experience, deal structuring, legal documentation, federal and applicable state laws and regulations around tax-exempt and taxable debt issuance by states, municipalities and other issuers. Demonstrated track record of working with states, municipalities, non-profits or other tax-exempt and taxable debt issuers on their financing needs. Strong understanding of the fixed income debt markets. Excellent history of regulatory compliance and understanding the regulatory requirements. SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Emerging Professionals and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.
- 10 Days Ago
Investment Officer
- US Air Force Services Agency
-
Lackland AFB, TX
FULL_TIME
- Duties The Investment Officer, Portfolio & Working Capital Branch, performs cash management duties to support $1.4 billion in NAF funds working capital, defined benefit pension, and 401 (k) pension po...
- 2 Months Ago
Sales Professional (Funeral) - NEW BRAUNFELS, TX
- Directors Investment Group
-
New, TX
FULL_TIME
- Do you want to do work that matters? Do you love getting to work with people, hear their stories, and help them make decisions that will benefit their families for years to come? If you are looking fo...
- 11 Days Ago
Assistant Manager
- Alvarez 5A investment group
-
San Antonio, TX
FULL_TIME
- There are two kinds of people in this world: SONIC employees and those who wish they were SONIC employees. This elite group gets to work with awesome people, earn great pay, and sport the cool uniform...
- 15 Days Ago
Capital Markets Trading Assistant (Onsite)
- SWBC Investment Services LLC
-
San Antonio, TX
FULL_TIME
- SWBC is seeking a talented individual who to join our Capital Markets team, providing essential support for smooth trade execution and administrative tasks. This entry-level position is your gateway t...
- 18 Days Ago
General Manager
- Alvarez 5A investment group
-
Converse, TX
FULL_TIME
- It’s the dream job you never have to wake up from. At SONIC, you’ll whistle while you work, gaining a sense of accomplishment along the way. You’ll interact with fantastic people, earn great pay, spor...
- 22 Days Ago
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0 Investment Analyst jobs found in San Antonio, TX area
Senior Investment Analyst
- Sage Search Partners
-
San Antonio, TX
- Position Overview: The Senior Investment Analyst position is pivotal in driving investment strategies through advanced m...
- 4/18/2024 12:00:00 AM
Portfolio Manager - Index Portfolios
- Victory Capitel
-
San Antonio, TX
- Portfolio Manager - Index Portfolios Victory Capital | San Antonio, TX About Victory Capital: Victory Capital is a diver...
- 4/18/2024 12:00:00 AM
IT Asset Manager (Remote / Contract / No C2C or Sponsorship Available)
- Vaco
-
San Antonio, TX
- Vaco is actively seeking an IT Asset Manager for a 6+ month consulting opportunity with our client in Memphis. Additiona...
- 4/18/2024 12:00:00 AM
Maintenance Technician (Fair Oaks)
- Foresight Asset Management, LLC
-
San Antonio, TX
- Essential Duties and Responsibilities Reasonable accommodations may be made for individuals with disabilities to perform...
- 4/18/2024 12:00:00 AM
Financial Advisor
- New York Life Insurance Company
-
- Career Description: *** Must live in San Antonio, Texas, USA or within 100 miles from San Antonio, Texas, USA.*** Financ...
- 4/18/2024 12:00:00 AM
Senior Investment Analyst
- Sage Search Partners
-
San Antonio, TX
- Position Overview: The Senior Investment Analyst position is pivotal in driving investment strategies through advanced m...
- 4/16/2024 12:00:00 AM
Senior Full Stack Developer- Hybrid or Remote
- Cumberland Advisors
-
San Antonio, TX
- Senior Full-Stack Developer Location: Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an ...
- 4/16/2024 12:00:00 AM
Associate -or- Senior Associate, Loan Asset Management (San Antonio, TX)
- USAA Real Estate Company
-
San Antonio, TX
- Company Overview Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global clie...
- 4/15/2024 12:00:00 AM
About San Antonio, Texas
San Antonio (/ˌsæn ænˈtoʊnioʊ/; from Spanish, "Saint Anthony"), officially the City of San Antonio, is the seventh-most populous city in the United States, and the second-most populous city in both Texas and the Southern United States, with more than 1.5 million residents. Founded as a Spanish mission and colonial outpost in 1718, the city became the first chartered civil settlement in present-day Texas in 1731. The area was still part of the Spanish Empire, and later of the Mexican Republic. Today it is the state's oldest municipality.
The city's deep history is contrasted with its rapid rec...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$83,540 to $124,596
San Antonio, Texas area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does an Investment Analyst do?
Investment Analyst in Augusta, GA
It will help you understand the performance of business, ongoing projects, and investments.
November 21, 2019
Investment Analyst in Burlington, VT
This is one statistic of many, showing how much ESG investment is growing.
October 28, 2019
Investment Analyst in Pensacola, FL
You can find out more about becoming an investment analyst from.
October 04, 2019