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, you will be expected to provide significant support for modeling co-investments. Investment analysts also assist more senior investment personnel with portfolio management and program administration. This hands-on position 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 2+ years of experience in finance 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
- 2+ years of relevant professional experience in investment banking, M&A, private credit, or similar analytical roles.
- Strong financial modeling and excel skills
- Proficiency with Bloomberg or PitchBook or Power BI or Tableau
- Strong understanding of credit metrics and capital structures
Nice To Haves
- Progress toward CFA, CAIA, or equivalent finance certifications
- PowerPoint and Presentation skills
- Willingness to learn and adapt to new technologies, methodologies, and market dynamics.
- Awareness of economic indicators and market trends.
Responsibilities
- Support due diligence processes by compiling research, maintaining deal flow tracking, and drafting internal materials
- Evaluate current and new credit investments alongside more senior investment personnel
- Track and interpret investment performance data, identifying risks and key trends
- Scan public and private markets for emerging trends, risks, and opportunities
- Conduct macro and microeconomic research to support investment decisions
- Monitor market movements for public investments and track private investment performance
- Take part in financial analysis of investment opportunities, including full valuation modeling
- Support team members with scenario analysis, data validation, and return modeling
- Create reports that assess liquidity, portfolio risk, and credit fundamentals
- Manage investment calendars, reporting timelines, and diligence meetings
- Prepare investment memos, presentations, and insights for internal review
- Maintain thorough records for both public and private credit strategies
Benefits
- Hybrid work model – Four days in-office, one day remote
- Office located in Downtown Austin, Texas
- Exposure to senior professionals and complex deal structures
- Travel: Occasional domestic and international (~10%)
- Fast-paced, multi-asset investment platform
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
