Finance & Banking Associate, Financial Analyst

Investment Associate

We are looking for an associate to join a fast-moving investment environment in Dallas, Texas. In this role, you will contribute to financial analysis, portfolio insights, and fund-related reporting while working closely with internal stakeholders across the firm. The ideal candidate brings a strong analytical foundation, sharp attention to detail, and the ability to manage multiple priorities in a collaborative setting.

Responsibilities:

• Evaluate financial and investment data to support portfolio decisions and broader business initiatives
• Prepare recurring and ad hoc reports that track fund performance, investment results, and key metrics for internal and investor-facing needs
• Monitor portfolio activity and develop analysis that helps identify trends, risks, and performance drivers across investments
• Build and maintain financial models, presentations, and summary materials for leadership and other stakeholders
• Review cash flow activity and assist with tracking capital movements and other core fund operations
• Contribute to distribution and waterfall analyses when applicable to investment structures
• Work with cross-functional teams to strengthen reporting quality and improve the efficiency of operating processes
• Handle special projects and custom financial analysis as business needs evolve