DFW Single Family Office, Investment Analyst
Established, Dallas-based single-family office with a diversified portfolio seeks a bright, experienced analyst to join this high-performing investment team and contribute to sustainable long-term growth.
Responsibilities
The successful candidate will lead analysis, monitoring, and reporting on the existing portfolio and potential investment opportunities. Key responsibilities include:
• Preparing investment memoranda and presentations for the investment team.
• Coordinating with legal counsel and external stakeholders.
• Supporting due diligence and financial modeling for prospective deals.
• Collaborating closely within a small investment team to drive strategic initiatives.
Required
• Bachelor’s degree in finance, accounting, or related field required, preferably from a top tier program with strong academic credentials.
• CPA, CFA, or other advanced certifications are a plus.
• Approximately 3-5+ years of relevant professional experience in investment banking (bulge bracket or middle market), strategy consulting, Big 4 advisory, endowment/pension investing, private equity, or another family office.
• Will have experience with M&A, Private Equity and/or Venture Capital.
Skills
• Advanced Excel proficiency with strong command of financial statements and efficient construction of three-statement models.
• Expertise in creating clear, compelling PowerPoint presentations for diverse audiences.
• Solid technical foundation in financial analysis, valuation, transaction structuring, and due diligence.
• Hands-on experience supporting full lifecycle transactions, including M&A, buyouts, capital raises, and related analyses.
• Ability to develop strategic insights, recommend actions, and contribute to long-term financial performance across portfolio companies and new investments.
• Demonstrated ability to navigate ambiguity, adapt to evolving priorities, and operate effectively with limited structure.
• Proven judgment and professionalism in handling highly sensitive and confidential information with discretion and tact.
• Highly motivated self-starter with strong work ethic and interest in building a long-term buy-side career.
• Flexible, resourceful, and comfortable operating both independently and under direction as needed.
• Possesses a strong intellectual curiosity about investing and a commitment to learning.
• Must be dynamic, a self-starter
Compensation DOE + Generous benefits package
You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
