Investment Analyst

Newport Global Advisors LP
The Woodlands, Texas
Competitive Salary + YE Bonus + Fully Paid Healthcare Premiums + 401k/PS Plan
21 Jan 2022
20 Feb 2022
Industry Sector
Asset Management
Employment Type
Full Time

We are seeking to hire an Investment Analyst to join our research team in The Woodlands, TX. Your day-to-day responsibilities will include company and industry data collection and trend analysis, financial statement analysis, financial modeling and forecasting, assessment for business and financial strategy and monitoring market movements. Your research will be fast-paced and demanding. We seek candidates who possess strong accounting, finance, quantitative, and business writing/communications skills. Financial modelling, forecasting and valuation experience will be a plus.  


  • Develop and maintain research on leveraged credit securities and issuers focusing on fundamental, technical, relative value, debt capital structure and overall credit worthiness
  • Build financial models/valuation analysis and prepare written investment documents
  • Review credit agreements/indentures to articulate structural strengths/weaknesses
  • Cultivate and maintain relationships with company management teams and external research
  • Monitor performance of existing investments to identify opportunities/risks
  • Stay current on industry news, trends, and risks within assigned coverage areas
  • Provide relevant, frequent, and timely updates to the investment team
  • Generate new investment recommendations to the investment team


  • Bachelor’s degree in Finance, Accounting, Economics, or related fields
  • 1-3 years of experience in investment banking, investment research, or financial analysis
  • Strong financial acumen and financial modeling skills
  • Highly organized, ability to multi-task and think creatively in a small team environment
  • Strong independent, critical thinking and communication skills, both written and verbal
  • Proficient in MS Office applications, especially Excel and PowerPoint
  • Interest in completion of Charter Financial Analyst (CFA) designation a plus


We value our employees’ time and efforts. Our commitment to your success is enhanced by:

  • Competitive salary
  • Fully paid health, dental and vision benefits
  • Annual performance bonus potential
  • 401(k)/Profit Sharing plan with company match
  • Sponsorship for obtaining professional certifications
  • Competitive Vacation/Holidays

Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

To Apply:

To respond to this opportunity, please email your resume and a cover letter that includes where you found this advertisement to:

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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