Equity Research Analyst; Family Office

Equity Research Analyst (2–4 Years Experience)

Family Office | Houston, TX

A well-capitalized single-family office is seeking an ambitious Equity Research Analyst to join its public markets investment team. This is a unique opportunity to work directly alongside experienced portfolio managers and traders, gaining exposure to fundamental equity investing while developing expertise in basis trading
, equity derivatives
, and volatility (VOL) strategies
.

This role is ideal for someone with a strong analytical foundation who is eager to transition from traditional equity research into a more dynamic investment and trading environment.

• Conduct fundamental research on publicly listed companies across multiple sectors.
• Build and maintain detailed financial models, valuation analyses, and investment theses.
• Monitor earnings, macroeconomic developments, industry trends, and company-specific catalysts.
• Produce investment recommendations and present research directly to the investment team.
• Assist portfolio managers with idea generation, portfolio construction, and risk monitoring.
• Develop an understanding of basis trading
  , including cash equity versus futures relationships.
• Learn and support trading strategies involving equity derivatives and volatility markets
  .
• Analyze option pricing, implied volatility, and market positioning.
• Monitor portfolio exposures and contribute to performance attribution and risk analysis.
• Collaborate with traders and portfolio managers on special research projects and market opportunities.

• 2–4 years of experience in Equity Research
  , Investment Banking, Asset Management, Hedge Funds, or a related public markets role.
• Strong financial modeling and company valuation skills.
• Excellent analytical, quantitative, and problem-solving abilities.
• Passion for financial markets with a genuine interest in public equities and trading.
• Strong Excel skills; experience with Bloomberg, Fact Set, or Capital IQ preferred.
• Programming experience (Python, VBA, SQL, or similar) is advantageous but not required.
• Excellent written and verbal communication skills.
• Bachelor's degree in Finance, Economics, Mathematics, Engineering, or a related quantitative discipline.
• Progress toward the CFA designation is a plus.

• Work directly with seasoned investors in a highly entrepreneurial single-family office
  .
• Receive hands‑on mentorship from experienced portfolio managers and traders.
• Gain exposure beyond traditional equity research into basis trading
  , equity derivatives
  , and volatility strategies
  .
• Significant responsibility and visibility from day one.
• Long‑term career progression within a growing investment platform.
• Competitive compensation, discretionary bonus, and comprehensive benefits.