All Jobs


Dallas-Forth Worth, TX



employment type

Direct Hire


Family Office


Career Group

Investment Analyst

Our client, a boutique multi-family office, is seeking an experienced investment analyst to join their Research and Portfolio Construction team. In this role, you will be responsible for providing support to the investment team through model building, managing data/ analytics, and tracking investment pipeline/ performance. If you are investment focused, and want to work in a fast - paced environment, this role is for you! Located in Uptown, Dallas - you would have the opportunity to operate on a hybrid model.

Responsibilities include:
-Assisting with Due Diligence and Data Room Analysis
-Creating and Maintaining Investment Models
-Investment Manager Updates and Reports
-Data Analytics
-Drafting Investment Update Letters
-Maintaining Accuracy of Data
-Tracking Investment Pipeline and Performance
-Organizing and Maintaining Meeting Notes

-Bachelor's degree in Business, Finance or a related field
-3 years of experience in investment management or a related field
-Proficiency in Excel, data manipulation, coding, model building
-Excellent written and verbal communication skills
-Strong attention to detail
-Experience with Addepar & some knowledge of private investments preferred

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose. 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.