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Associate Equity Analyst Jobs in Texas (NOW HIRING)

Bennett Thrasher LLP

Valuation Associate

Dallas, TX · On-site

As an independent firm, we proudly remain free from private equity investment, which allows us to ... Analyze and explain historical and projected financial data. * Review financial information related ...

Dwyer Franchising LLC

Treasury Manager

Irving, TX · On-site

$110 - $170/hr

Advanced analytical and technical skills. * Able to prepare and analyze cash forecasts, and ... Base + Annual Bonus Potential + Associate Equity * Benefits: www.myneighborlybenefits.com Brand ...

Bisnow

Analyst - Investments

Houston, TX

$80K - $95K/yr

... and equity partners. * Market Research: Conduct market analysis to identify opportunities and ... Work closely with the Sr. Associate and principals across all active deals. Take ownership of ...

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How much do associate equity analyst jobs pay per month?

As of Aug 23, 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 is an associate equity analyst?

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 the key skills and qualifications needed to thrive as an associate equity analyst?

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 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:

What cities in Texas are hiring for Associate Equity Analyst jobs?

Cities in Texas with the most Associate Equity Analyst job openings:

Associate Equity Analyst jobs near you
Infographic showing various Associate Equity Analyst job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $70,328 per year, or $33.8 per hour.

Associate Director - Finance Transformation (Private Equity)

CrossCountry Consulting

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 15 days ago

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
By joining our rapidly growing Business Transformation practice (and working closely with our Private Equity practice) you will serve as a trusted partner to our premiere PE-backed clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our PE-backed clients solve today's challenges and drive value creation. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities. If you enjoy business transformation and driving value creation in the fast-paced world of Private Equity, this is a unique opportunity to become part of our growing and collaborative team!
What you'll do
  • Serve clients within the "Office of the CFO" at private equity portfolio companies, creating a diagnostic framework and enhancing the effectiveness of the finance function.
  • Oversee multi-faceted projects across finance and accounting process lifecycles from current state evaluation, gap analysis, requirements gathering, future state design, and remediation execution across people (organizational design/assessment/training), process, technology (financial systems) and data architecture; interacting directly with Portfolio Company CFOs and Controllers, Operating Partners, Portfolio Support teams, Deal Teams, and our Private Equity practice
  • Identify and address obstacles within Finance and Accounting, delivering end-to-end transformation in the Office of the CFO, encompassing strategy, process, people, data, and technology
  • Lead client engagements, facilitate workshops, and build roadmaps of prioritized strategic initiatives to accelerate time to value
  • Execute engagements utilizing agile principles - scrums, sprints, kanban, etc.
  • Assist portfolio companies with executing scalable 'buy-and-build' strategies by developing and implementing repeatable integration playbooks
  • Conduct thorough reviews of clients' current finance and counting processes and defining future state through process optimization, technology enablement and organizational build/enhancement
  • Leverage expertise in leading business processes (e.g., Procure-to-Pay, Opportunity-to-Cash, "Order to Cash", Record-to-Report including Financial Planning/Analysis and Close, Recruit-to-Hire-to-Retire and Master Data Management ) and cross-functional dependencies to implement best practices and provide value-added insights
  • Utilize knowledge of finance tools, automation, data analytics, and cutting-edge solutions to meet client needs
  • Support Business Transformation projects, including system strategy, process improvement, operational performance enhancement, change management, program management, data analytics, stakeholder management, and business analysis
  • Effectively transition solutions back to private equity portfolio companies.
  • Develop and maintain relationships with portfolio company representatives and Private Equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service.
  • Create thought leadership on art of the possible and future ready principles for transformation
  • Seek opportunities to integrate additional solutions and service lines into clients to deliver full-scale transformation services aligned with client needs
  • Play an active role in talent acquisition, including interviewing, hiring, and retaining top-tier professionals who embody our core values
  • Serve as a coach and mentor to team members, fostering their professional growth and development
  • Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities

What You'll Bring:
  • Experience delivering to middle-market Private Equity Sponsors and their portfolio companies
  • Experience leading and solving end-to-end transformation services (people, process, technology)
  • Extensive experience in working with transactions and related integration activities
  • Experience selling to and delivering for senior executive client leaders (e.g., Operating Partners, Portfolio Support Teams, CFO, Controller)
  • Experience delivering in high pace environments with competing priorities and multiple key stakeholders
  • Experience conversing with the Controllership/Accounting and FP&A teams, including fluent knowledge of the main elements and drivers of revenue recognition, income statements, balance sheet, statement of cash flow, budgets and forecasts.
  • Knowledge of end-to-end Office of CFO (FP&A, Accounting, etc.)
  • Experience with agile methodologies
  • Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
  • Knowledge of financial systems and data analytics and related tools (e.g., Salesforce, NetSuite, Intacct, Dynamics, Adaptive, Coupa, OneStream, Floqast, Blackline, Tableau, Alteryx, SQL) a plus
  • Experience mentoring and developing junior team members and helping project teams resolve issues

Qualifications:
  • Bachelor's degree in Finance, Accounting, Business Administration or related area of study from an accredited university
  • 9+ years' experience working in a client-facing role at a public accounting firm or equivalent consulting firm
  • Industry experience within the OCFO a plus
  • MBA, CPA, CFA, CSM a plus
  • Willingness to travel up to 40%; travel varies based on client preference

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Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
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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