Finance & Banking Associate, Financial Analyst

Description 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 Requirements - At least 2 years of experience in private equity, hedge funds, family offices, or a comparable investment-focused setting

- Demonstrated strength in analytical thinking and quantitative problem-solving

- Advanced Excel skills with hands-on experience in financial modeling

- Background in portfolio analysis, investment reporting, or fund operations is strongly preferred

- Familiarity with waterfall calculations is helpful, though not required

- High level of accuracy with strong attention to detail

- Ability to balance multiple deadlines while staying organized and responsive

- Bachelor's degree in Finance, Accounting, Economics, or a related discipline is preferred

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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