U.S. Global Investors is located in San Antonio, a lovely South Texas city that blends the American Southwest with the charm of Mexican culture. The Alamo City is proud of its rich history which dates back to Spanish settlers in the late 1600s.
San Antonio is also just a short drive away from the Gulf of Mexico where one can enjoy fishing and hundreds of miles of beautiful sandy beaches. San Antonio is just a short drive away from the beautiful Texas Hill Country and many scenic lakes, rivers and parks offering recreational activities.
Residents can entertain family and friends at our world-famous Riverwalk or watch the five-time NBA champion San Antonio Spurs at the nearby AT&T Center.
Currently the seventh-largest city in the United States, San Antonio is an economically vibrant city with low unemployment and a high quality of life.
U.S. Global Investors is a learning organization which allows highly motivated people to fast-track their career and experience. This additional edge has allowed many of the industry’s best talents to propel themselves to the next level.
At U.S. Global Investors you’ll be exposed to some of the best ideas in the financial industry, which will provide a conceptual framework to transform your business knowledge into productive action.
We do this through a culture that emphasizes “how to think” not “what to think.”
U.S. Global Investors executives learn new approaches to capture value in a very competitive marketplace. We encourage, sponsor and support continuing education efforts and actively seek self-motivated individuals who are entrepreneurial and share our desire to be the best.
U.S. Global Investors is an equal opportunity employer and a smoke-free environment.
Full-time Employee Benefits include:
- Medical, dental, vision, prescription drug, disability and life insurance
- Free health club membership
- Tuition reimbursement
- Company participation in IRA and UTMA accounts
- Business casual attire
U.S. Global Investors is looking for a Junior Analyst to support the Director of Research, portfolio managers and research analysts in all routine research matters such as country, sector and company specific research. Some of the daily activities include, but are not limited to, the following:
- Works as part of the portfolio team implementing investment models.
- Provides director of research, portfolio managers and research analysts with support in all routine research matters such as country, sector and company specific research. Updates portfolio holdings and performs daily compliance review of the Fund.
- Supports research for portfolio managers on topics which relate to fund investments. Must remain current with all markets and sectors.
- Applies statistics for describing the interrelationships among securities, correlation coefficients, regression analysis and asset allocation studies. Able to apply back-testing to support research data.
- Reads and reviews corporate, economic, and market-related data, studies portfolio theories and techniques applicable to the funds, and attends meetings with corporate officers, sell-side analysts, economists and commentators to enhance the research process.
- Contributes to the annual, quarterly, monthly and weekly performance reports for the Funds.
Our ideal candidate will be a high energy, motivated individual, who is committed to excellence. Work typically proceeds at a high pace and requires clear thinking and judgment on the part of the Junior Analyst.
Education and Skills
- Work requires a Bachelor’s Degree with emphasis on one or more of the following fields of study: finance, economics, investments, information systems, mathematics or statistics. CFA or CFA candidate is preferred.
- Must have strong personal computer skills, specifically Microsoft Office products and familiarity with a variety of computer programs. Financial information systems such as Bloomberg and FactSet preferred.
- Must be detail-oriented and have excellent organizational capabilities, and English reading and composition skills.
Reports to the CFO. Responsible for oversight of financial statements and related disclosures for internal and external regulatory agencies. Establishes and implements accounting policies and procedures; performs a variety of management and general accounting functions in accordance with established company policies and procedures, with general acceptable accounting practices as well as appropriate governmental regulatory statutes.
- Ensures monthly, quarterly and annual financial statements are prepared on a timely and accurate basis.
- Reviews monthly financial reports including variance analysis.
- Present financial data to management.
- Assists in the preparation of 10-Q and 10-K reports in coordination with the other departments.
- With respect to corporate audits, is responsible for oversight, issues, status meetings and review.
- Reviews annual audited financial statements of USGB.
- Reviews annual Employee Stock Plan audit.
- Reviews compliance with loan covenants.
- Reviews/Prepares reports and other documentation to inform the CFO, Chairman, CEO, Board of Directors and The Board of Trustees at periodic meetings.
- With CFO, responsible for oversight of internal administration with regard to accounting, auditing, procedures, and all paperwork necessary for the Company to conform with generally accepted accounting principles as well as with appropriate governmental regulatory statutes.
- Analyzes accounting effects of material transactions affecting the Company in conjunction with CFO.
- Responsible for hiring, appointing, releasing, training, cross-training, motivating, evaluating and retaining a first-rate team of employees. In this connection, directs, reviews and appraises the performance of the employees immediately reporting and provides the necessary coordination between the activities of the organization.
- Responsible for the proper and effective delegation of work to team members, as well as providing effective training and skills enhancement for team members.
- Review payroll to ensure salaries, bonuses and payroll changes are accurately recorded and properly authorized.
- Act as liaison between Accounting, IT and software vendors (e.g. AccPac, and ADP).
- Assist in preparing and filing the USGB quarterly FOCUS reports with FINRA.
- Assist in the administration of the company’s 401(k) plan as a member of the committee.
Knowledge, Skills, and Abilities
Certified Public Accountant with a license to practice. Work requires a firm knowledge of accounting, financial and business principles and applications as obtained from a bachelors degree in accounting, finance, or business; a master’s degree is desirable but not required. Three to five years in public accounting desirable. Three to five years experience in management exercising decision-making, personnel management, and crisis management skills is necessary. Experience in a mutual fund related environment a plus. Requires the ability to establish and maintain communication with team members. Must be able to speak, write and listen effectively. Must be attentive to detail to ensure that work is accurate and error-free. Must be able to withstand the pressure of meeting deadlines, and pressures of reporting to the SEC, the public, the board and upper management. Requires the ability to organize concepts, time, manpower and materials. Able to interact and communicate effectively with company groups and individuals. Accordingly, a clean and professional appearance is mandatory. Requires high levels of energy, endurance, and patience. Requires flexibility, management skills, including planning, staff motivation and evaluation, and the ability to define, analyze, and solve operating problems. Undergraduate degree required in Finance, Economics, Marketing or Business Administration. MBA or master’s degree a plus. CPA required, Series 27 preferred, XBRL experience is a plus.
Send Us Your Resume
If you would like to have the opportunity to become a valued member in a professional and challenging environment and enjoy superior employee benefits, mail or fax your resume, with salary history to:
U.S. Global Investors, Inc.
7900 Callaghan Rd.
San Antonio, TX 78229
Fax (210) 308-1223: Attention: Human Resources.
You can also e-mail your resume to email@example.com. After your resume has been reviewed and we believe that there is a potential match to our immediate openings, you will be contacted. If we believe that an appropriate match does not exist, we will keep your resume active for 90 days for future reference. We appreciate your interest in U.S. Global Investors and regret that we are unable to personally respond to each inquiry.