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Institutional Equity Jobs in Texas (NOW HIRING)

Maintain and expand relationships with banks, bridge lenders, private credit funds, debt funds, family offices, LP investors, institutional equity groups, foreign investors, and other capital ...

Our team raises more than $1.5 billion in capital annually to fund this growth, giving you direct exposure to how institutional equity and debt partners evaluate and structure real estate investments ...

Our team raises more than $1.5 billion in capital annually to fund this growth, giving you direct exposure to how institutional equity and debt partners evaluate and structure real estate investments ...

Engineering Manager

Dallas, TX · On-site

$150K - $185K/yr

We are seeking a qualified Engineering Manager to join our client's Real Estate Investment Management team and lead technical evaluations for our institutional equity clients. The Engineering Manager ...

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Institutional Equity information

What are the typical daily responsibilities of an institutional equity professional?

Professionals in Institutional Equity typically spend their days analyzing market trends, executing large-scale trades for institutional clients, and providing tailored investment advice. They frequently communicate with portfolio managers, analysts, and trading counterparts to ensure client objectives are met efficiently and compliantly. The role also involves preparing market reports, monitoring risk exposure, and coordinating with research teams to deliver timely insights. Collaboration and adaptability are key, as priorities can shift quickly in response to market developments.

What are the key skills and qualifications needed to thrive as an institutional equity professional?

To thrive in Institutional Equity, you need strong analytical abilities, financial modeling skills, and a solid understanding of capital markets, typically supported by a finance, economics, or related degree. Familiarity with trading platforms, Bloomberg Terminal, and certifications such as CFA are commonly required. Excellent relationship management, negotiation, and communication skills help professionals build trust with institutional clients and collaborate internally. These competencies are crucial for making informed investment decisions, maintaining client relationships, and driving revenue in highly competitive financial markets.

What is the difference between Institutional Equity vs Equity Research Analyst?

AspectInstitutional EquityEquity Research Analyst
Primary FocusManaging relationships with institutional clients and executing investment strategiesAnalyzing and providing research on specific stocks or sectors
Work EnvironmentClient-facing, often within asset management firms or investment banksResearch departments, financial firms, or investment banks
Required CredentialsTypically finance or economics degree, CFA often preferredFinance, economics degree, CFA common
Industry UsageUsed in asset management, hedge funds, and investment firmsCommon in sell-side and buy-side research firms

Institutional Equity professionals focus on managing relationships with large institutional clients and executing investment strategies, while Equity Research Analysts analyze stocks and sectors to provide investment recommendations. Both roles often require similar credentials like a finance degree and CFA, but their daily tasks and client interactions differ significantly.

What does an institutional equity analyst do?

An institutional equity analyst evaluates publicly traded companies to provide investment recommendations for institutional clients such as mutual funds and pension funds. They analyze financial statements, industry trends, and economic data, often using tools like Excel and financial modeling, to assess stock performance and inform investment decisions. The role typically requires strong analytical skills, industry knowledge, and relevant certifications like the CFA.

What are popular job titles related to Institutional Equity jobs in Texas?

For Institutional Equity jobs in Texas, the most frequently searched job titles are:

Infographic showing various Institutional Equity job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution.

Analyst, Equity Research, Energy

Houston, TX • On-site

Scotiabank
Banking and Credit Intermediation • 10K+ employees

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Requisition ID: 265203
Salary Range: 155,000.00 - 225,000.00
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Analyst, US Equity Research, Energy
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Purpose
Contributes to the overall success of the Scotiabank US Research Department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Individuals in this role are driven to win and are motivated to grow and ultimately be one of the best in the sector. Additionally, this person works to ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.
Accountabilities
  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Assists the Senior Analyst with day-to-day responsibilities including developing and updating forecasting models, maintaining current up-to-date information for identified companies and monitoring domestic and global economic developments.
  • Review daily news services for relevant information that impacts the macro, industry specific and company drivers.
  • Communicate with company management to stay informed regarding events that may/will impact company performance.
  • Draft research reports which communicate views regarding company specific recommendations and provide commentary on a variety of economic developments.
  • Work closely with Senior Analyst in the launch of new company coverage as well as the development of new industry and thematic research reports.
  • Partner with other sector colleagues and analysts in the United States, Canada and Latin America on industry and company reports as well as client and corporate events
  • Assist sales and trading personnel with communications to investors.
  • Facilitate company marketing efforts by coordinating meetings with industry and corporate contacts.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Champions a high performance environment and contributes to an inclusive work environment

What you'll bring
  • A university degree is required, with a preference for business, economics, engineering, computer science/programming
  • FINRA SIE, S-63, S-86 and S-87 designations will be required
  • Strong accounting, financial modeling, and analytical skills are required
  • Excellent command of Microsoft Suite, with a particular emphasis on Excel is required
  • Work experience in a financial, engineering or analytical capacity in computer science/programing field
  • Strong written and verbal communication skills
  • Capital Markets knowledge/experience would be an asset
  • Experience using Bloomberg, FactSet and AI tools would be an asset
  • A P.Eng, MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset
  • Good business judgment and decision-making skills
  • Ability to perform under pressure and meet tight deadlines, sometimes for extended periods of time
  • Ability to multi-task and manage several on-going projects at the same time
  • Energetic, self-motivated, hardworking one firm minded and detail-oriented

Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.