Senior Investment Analyst - Co-Investments
About The Position
The Texas Permanent School Fund (PSF) is seeking a Senior Investment Analyst with more than two years of experience in investment banking, private equity, private credit, asset management, or related investing roles to join the Co-Investments team. In this role, you will help evaluate and execute direct investment opportunities alongside leading sponsors and investment partners. Responsibilities include conducting detailed company and industry due diligence, building and analyzing financial models, supporting transaction underwriting, and monitoring portfolio investments. This role offers significant exposure to direct investing across industries and close collaboration with internal investment professionals and external partners.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Over 2 years of experience in investment banking, private equity, private credit, asset management, endowment investing, or other investing roles
- Strong financial modeling and Excel skills
- Strong understanding of financial statements, valuation methodologies, transaction structures, and capital structures
- Proficiency with Bloomberg, PitchBook or Power BI
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 evaluating investment opportunities, conducting company and industry research, maintaining deal flow tracking, and drafting investment memoranda and internal materials
- Monitor and assess existing portfolio investments, including company performance, valuation developments, and key risk factors
- Evaluate new co-investment opportunities alongside senior investment personnel, including business quality, transaction structure, and return potential
- Assist senior investment personnel with transaction execution, portfolio management, and program administration
- Analyze industries, companies, and market trends to identify attractive investment opportunities and risks
- Conduct macroeconomic, sector, and competitive research to support underwriting and investment decisions
- Build and maintain financial models to evaluate investment opportunities, including operating forecasts, valuation analyses, capital structures, and return scenarios
- Perform company, industry, and transaction analysis to support investment recommendations and portfolio management activities
- Provide general support to the team on a day-to-day basis
- Maintain thorough records related to portfolio investments, due diligence activities, and transaction documentation
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
Senior
