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Associate Equity Analyst Jobs in Texas (NOW HIRING)

Bellwether

Associate, Equity

Dallas, TX · On-site

Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we ... Overview The Equity Associate will support Bellwether's robust Asset Management team, gaining ...

Bellwether

Associate, Equity

Dallas, TX · On-site

Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we ... Overview The Equity Associate will support Bellwether's robust Asset Management team, gaining ...

Bellwether

Associate, Equity

Dallas, TX

Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we ... Overview The Equity Associate will support Bellwether's robust Asset Management team, gaining ...

Roth

Equity Research Associate

Austin, TX · On-site

Roth Capital Partners, LLC is looking to add an Equity Research Associate to our Energy team. Roth ... Excellent analytical skills and understanding of relevant financial and accounting techniques.

Texas Capital Bank

Equity Research Associate

Dallas, TX · On-site

We are seeking qualified candidates with a passion for a long-term career in Equity Research and ... Strong analytical skills - critical thinking, data and information analysis, research and problem ...

Direct Counsel

Private Equity Associate Attorney

Austin, TX · On-site +1

$310K - $420K/yr

Private Equity Associate Attorney Locations: Atlanta, Austin, or Chicago Direct Counsel is seeking ... Superior academic credentials and strong drafting, analytical, and communication skills * Admitted ...

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Associate Equity Analyst information

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How much do associate equity analyst jobs pay per month?

As of Jul 30, 2026, the average monthly pay for associate equity analyst in Texas is $5,860.67, according to ZipRecruiter salary data. Most workers in this role earn between $5,316.67 and $6,250.00 per month, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate Equity Analyst, and why are they important?

To thrive as an Associate Equity Analyst, you need a solid understanding of financial modeling, accounting principles, and investment analysis, often supported by a degree in finance, economics, or a related field. Familiarity with data analysis tools like Excel, Bloomberg Terminal, and sometimes CFA certification are typically required. Strong attention to detail, analytical thinking, and effective communication help you stand out in this role. These skills are crucial for delivering accurate research, supporting investment decisions, and communicating insights to stakeholders.

What are Associate Equity Analysts?

Associate Equity Analysts are finance professionals who support senior analysts in researching and evaluating stocks and companies for investment purposes. They analyze financial statements, market trends, and industry data to help create investment recommendations and reports for institutional clients or portfolio managers. Their role also involves building financial models, attending company meetings, and staying updated on news that may impact stock prices. This position is often an entry-level role that provides a pathway to becoming a senior equity analyst.

What are some common challenges faced by Associate Equity Analysts in their first year on the job?

New Associate Equity Analysts often encounter the challenge of managing large amounts of financial data under tight deadlines, especially during earnings seasons. Balancing research responsibilities—such as building and updating financial models—with preparing clear, actionable reports for senior analysts can be demanding. Additionally, adapting to the fast-paced environment and learning to prioritize tasks while collaborating closely with portfolio managers and traders is essential for success. Strong communication skills and a willingness to quickly absorb industry knowledge help overcome these initial hurdles.
What are the most commonly searched types of Equity Analyst jobs in Texas? The most popular types of Equity Analyst jobs in Texas are:
Associate Equity Analyst jobs near you
Infographic showing various Associate Equity Analyst job openings in Texas as of July 2026, with employment types broken down into 1% Locum Tenens, 87% Full Time, 7% Part Time, 1% Temporary, and 4% Contract. Highlights an 82% Physical, 8% Hybrid, and 10% Remote job distribution, with an average salary of $70,328 per year, or $33.8 per hour.

Associate, Equity

Bellwether

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, London and Dallas.
Overview
The Equity Associate will support Bellwether's robust Asset Management team, gaining exposure to office and retail asset classes through financial modeling, fund-level reporting, and underwriting of equity investments. Regular communication with internal and external decision-makers will be expected in this role, offering exposure to industry leaders in the real estate investment community.
Key Responsibilities
  • Assist in the proactive monitoring and management of a portfolio of real estate equity investments;
  • Develop and maintain detailed asset-level cash flow reforecasting models;
  • Guide Analysts in the maintenance of detailed asset- and portfolio-reporting models to monitor the performance of investments at the asset level;
  • Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash flow, budget, IRR and fund/partnership waterfall modeling;
  • Review and analyze business plans, leasing activity and monthly property-operating performance;
  • Liaison with operating partners and leading members of the Acquisition Teams to review business plan execution; and
  • Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor and develop team members.

Professional Experience
  • A minimum of 3 years' relevant experience;
  • Asset Management, Development, or Acquisitions across office and retail asset classes experience preferred;
  • Client-facing experience preferred;
  • Experience with property underwriting and advanced financial modeling;
  • Mastery in Microsoft Excel, PowerPoint and ARGUS Enterprise;
  • (Multi-Family roles only) Experience with Real Page and Yardi preferred.

Education/Certification
  • Bachelor's degree required

Essential Skills & Competencies
  • Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:
  • Job Knowledge & Technical Ability: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets; ability to build out a complex financial model from scratch including waterfalls and various debt structures.
  • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
  • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
  • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.
  • Leadership & Management: Ability to supervise and direct people and/or resources to meet department goals. Able to motivate people and plan/prioritize operations while responding to changing conditions. Able to cultivate and build relationships with team and clients. Proficiency in reviewing other people's work and providing constructive feedback.

Travel Requirements
  • Local and/or nationwide travel to assets and client sites required on an as-needed basis, approximately 1-2 times per month depending on deal list.

Position Details
  • Classification: Exempt
  • Position Status: Regular / Full Time
  • Reports To: Vice President, Equity
  • Direct Reports: No

Physical and Mental Demands
  • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
  • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
  • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
  • Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
  • Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
  • Ability to interact in a courteous professional manner at all times.
  • Regular, predictable attendance is required.
  • The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Work Environment
  • No hazardous or significantly unpleasant conditions (such as in a typical office).
  • Moderate noise (i.e., business office with computers, phones, printers and light traffic)
  • Indoor business office environment with windows; light foot traffic within work areas
  • The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits
  • We offer a comprehensive benefits package that includes:
  • Employer-paid Medical, Dental & Vision, with buy-up options available
  • Flexible Spending Account, Health Savings Account
  • Carrot Fertility Benefit - $10,000 lifetime benefit
  • 401k company match 4%, immediately vested
  • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
  • 14 weeks Maternity Leave & 12 weeks Parental Leave
  • Wellbeing program offerings
  • Cell phone reimbursement
  • Engaging team events & holiday parties

#LI-Onsite
Intent of Position Description
This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.
Equal Opportunity Employer
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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