Investment Analyst
About The Position
As an experienced Investment Analyst within the Private and Public Credit team at Texas PSF Corporation, you will play a pivotal role in researching markets and analyzing fund investment opportunities in addition to providing support for modeling co-investments. This role involves applying advanced financial analysis, market research, and investment modeling to real-world decisions, while collaborating closely with team members to deliver strategic insights and achieve portfolio objectives. You’ll conduct macro-level research, assist with due diligence, and contribute to investment recommendations and monitoring activities. We’re seeking a detail-oriented, analytical professional with two years of experience in investment banking, finance, consulting, or investments, who is ready to take ownership of complex projects and contribute meaningfully to a dynamic, credit-focused investment team.
Requirements
- Bachelor's degree in finance, Accounting, Economics, or a related field
- Up to 2 years in investment banking, finance, consulting or investing
- Strong financial modeling and excel skills
- Strong understanding of credit metrics and capital structures
- Proficiency with Bloomberg or PitchBook or Power BI or Tableau
- PowerPoint and Presentation skills
- Willingness to learn and adapt to new technologies, methodologies, and market dynamics
- Awareness of economic indicators and market trends
Nice To Haves
- Progress toward CFA, CAIA, or equivalent finance certifications
Responsibilities
- Support due diligence processes by compiling research, maintaining deal flow tracking, and drafting internal materials
- Monitor and assess existing portfolio investments including performance and risk/exposures
- Evaluate new credit investments, including manager and co-investments, alongside more senior investment personnel
- Assist senior investment personnel with portfolio management and program administration
- Scan public and private markets for emerging trends, risks, and opportunities
- Conduct macro and microeconomic research to support investment decisions
- Assist with financial analysis of investment opportunities, including manager analysis and co-investment modeling
- Create portfolio analysis reports that assess liquidity, risk, and underlying credit fundamentals
- Provide general support to the team on a day-to-day basis
- Maintain thorough records for both public and private credit strategies
Benefits
- Retirement benefits
- Employer-paid health and basic life insurance
- Generous paid holidays
- Multiple retirement options
- Longevity pay
- Range of optional insurance plans
- In-house training and professional development opportunities
- Free downtown parking
- Flexible work arrangements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
