Director of Investment Research

Finance @Houston Support Center in Houston Support Center
  • 3040 Post Oak Boulevard, Houston, TX, USA, 77056 View on Map
  • Post Date : April 20, 2023
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Job Detail

  • Job ID 1176
  • Experience Senior Level
  • Qualifications Degree Bachelor

Job Description

At Carriage Services we believe in the concept of “First Who, Then What.” We have learned that leaders, who attract and surround themselves with the best people, achieve great things. We believe in the Four E’s of Leadership—Energy, Energize, Edge, and Execute.

Carriage Services is unique in that it manages a sizeable investment portfolio of debt and equity securities for funeral and cemetery trusts. We are seeking a Director of Investment Research to support executive leadership in managing the Discretionary Trust Portfolio and identifying investment opportunities to support the long-term growth of Carriage’s operating businesses. The right “Who” will have expertise in portfolio management, including the analysis and selection of public/private credit and equity securities, and a broad understanding of the broader financial markets.

The “Who”

  • Bachelor’s degree in Finance, Accounting, or other business-related field; MBA or CFA preferred;
  • 7+ years’ experience in securities or credit analysis within a financial institution or an investment company
  • Knowledge of financial statements, credit documents and SEC reports; ability to analyze financial models;
  • Ability to effectively provide written/verbal communication regarding investment securities and investment portfolio strategy;
  • Experience working with Bloomberg terminal;
  • Acute attention to detail and ability to work in team dynamic; and
  • Proficient use of MS Office – particularly Excel.

The “What”

  • Identify, research and provide investment recommendations to executive leadership with a focus on public equities and investment grade / high yield bonds (including private placements);
  • Understand and monitor macroeconomic conditions and factors that could affect portfolio performance, rebalancing and investment strategy;
  • Prepare curated analyses and reports on selected investment opportunities, including the review of public filings, corporate presentations, conference call transcripts and 3rdparty research;
  • Analyze credit profiles and covenant structure of current and potential fixed income investments, understanding the risk/reward tradeoff for individual securities among the broader investment portfolio;
  • Maintain relationships with brokers to execute equity and fixed income trades;
  • Support Chief Financial Officer with management of Carriage’s SEC registered investment advisory (RIA) subsidiary;
  • Prepare reports for executive management, Board of Directors and SEC financial reporting.

Carriage Services is a leading provider in death care in the United States and is changing the face of the funeral and cemetery industry. We invite you to be a part of this sweeping change. Carriage Services is an equal opportunity employer.

Job Type: Full-time

Salary: $150,000.00 – $175,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance

Physical setting:

  • Office


  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Work Location:

  • On-Site

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