Senior Investment Analyst

True North Advisors•Dallas, TX

About The Position

True North Advisors is currently looking to hire an investment team member to join an existing team of six investment professionals. True North is a $5+B AUM Independent RIA that manages an endowment style investment platform and runs an alternative platform strategy. This is a full-time role reporting to the Chief Investment Officer. The ideal candidate will be a highly capable investment professional with a strong interest in supporting the needs of the investment team at a growing firm. The successful candidate will be self‑motivated, able to manage projects and priorities independently, and comfortable collaborating within a team‑oriented environment. The role offers broad exposure across the firm to both public and private market investments, with an initial emphasis on public markets, including hedge funds. A demonstrated investment interest and intuition are essential. True North invests across asset classes, geographies, styles, and public and private markets. The firm was an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. As such, the candidate must demonstrate the ability to research, evaluate, and develop understanding across a wide range of industries, markets, and investment strategies. An entrepreneurial mindset, strong sense of ownership, and effective communication and self‑management skills are essential. This position requires a minimum of 3 years of relevant experience and offers the opportunity to grow in responsibility and scope over time.

Requirements

Bachelor’s Degree required (finance preferred.)
Minimum 3 years of full-time investment experience at an RIA, MFO, endowment/foundation, or similar institution.
Advanced Excel and PowerPoint skills; comfort with learning analytical software systems such as Bloomberg, Addepar, FactSet and Morningstar Direct.
Strong analytical mindset with demonstrated investment judgment and a sustained interest in investments.
Ability to invest alongside clients, including in private equity and hedge fund allocations.
Highly self-motivated with the ability to manage projects independently.
Ability to collaborate effectively and contribute within a high‑performing team.
Ability to exude the True North core values.
Must consent to and have favorable credit report and background check.

Nice To Haves

Chartered Financial Analyst™ (CFA) designation preferred.

Responsibilities

Support and, as appropriate, lead investment due diligence across asset classes including equity, hedge funds, fixed income, private equity, and others.
Prepare analysis and materials for investment committee review and presentations.
Attend regular diligence meetings and calls with current and potential investment managers.
Assist with the portfolio construction, reporting, and ongoing management of investment strategies.
Support the preparation of internal and external investment communications, including presentations, commentaries, and investment reports.
Support responses to client‑related investment inquiries and reporting needs.
May represent the investment team in external meetings with clients and other constituents.

Benefits

Competitive base salary
Competitive bonus potential based on successful execution of firm goals and individual performance metrics
15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
Volunteer Time Off (VTO)
Telecommuting opportunities
401(k) with employer contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employer reimbursement for professional designations and continuing education
Free Financial Planning services for employees and their spouses
Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!