Investment Associate Job in Houston, TX at Max Smith Investments

Max Smith Investments is seeking a dedicated and detail-oriented Investment Associate to join our dynamic team in Houston, Texas. This full-time role offers the opportunity to contribute to strategic investment decisions and grow professionally in a collaborative environment. Key Responsibilities Conduct thorough market analysis to identify and evaluate potential investment opportunities. Assist in preparing and presenting detailed investment proposals to stakeholders and committees. Perform due diligence including financial modeling and valuation analysis on prospective investments. Monitor and report on existing investments, adapting recommendations to market changes. Collaborate with senior associates and analysts on trade execution and portfolio management. Maintain strong relationships with external partners, brokers, and advisors. Support ongoing research projects and contribute to the development of innovative investment strategies. Required and Preferred Qualifications Bachelor's Degree in Finance, Economics, or related field. Strong analytical skills with ability to interpret complex financial data. Excellent negotiation skills and stakeholder influence capability. Proficiency in financial modeling software and advanced Excel skills. Previous experience in investment analysis or related roles preferred. We value professional growth and offer mentorship programs along with access to industry-leading training resources. Join us to advance your career in investment management within a supportive and innovative company culture.