Investment Analyst - Private Equity & Mezzanine Investments

$100000 - $140000 per year | Dallas, TX | On-site | Permanent

We are an established private investment firm in Dallas, TX, specializing in providing flexible capital solutions to lower-middle-market businesses across a variety of industries, including manufacturing, industrial services, business services, distribution, and healthcare.

Our investment approach combines subordinated debt, preferred equity, and common equity to support acquisitions, business expansion, recapitalizations, and ownership transitions.

We are looking for a highly motivated Investment Analyst / Associate with a strong investment banking background to join our growing team!

This is an exciting opportunity for someone looking to transition from Investment Banking to the buy side, gain direct exposure to private investments, and play a meaningful role in evaluating and executing transactions.

• Competitive compensation package with base salary, signing bonus, and performance-based bonus
• Excellent work-life balance compared to traditional investment banking
• Minimal weekend work and a flexible, results-oriented culture
• Direct exposure to senior investment professionals and investment decision-making
• Opportunity to work on a variety of transactions across multiple industries
• Hands-on involvement in the investment process, from initial evaluation through closing
• Lean, collaborative team with significant opportunities to take ownership of projects
• No micromanagement or unnecessary face-time expectations
• Opportunity to build a long-term career in private investments

We are seeking an analytically strong Investment Analyst / Associate to support the evaluation, structuring, execution, and monitoring of private investments in lower-middle-market companies.

• Evaluate potential investment opportunities through financial statement analysis, industry research, and business performance assessments.
• Build and maintain detailed financial models, including valuation, cash flow projections, investment returns, and capital structure analysis.
• Analyze investment opportunities involving subordinated debt, preferred equity, and common equity.
• Conduct financial and operational due diligence on prospective portfolio companies.
• Evaluate business models, competitive positioning, management teams, and industry trends.
• Prepare investment memoranda, presentations, and financial analysis to support investment decisions.
• Assist with transaction structuring, execution, and closing activities.
• Work closely with senior investment professionals throughout the investment process.
• Monitor portfolio company performance, financial results, and investment risks.
• Support ongoing portfolio management and strategic initiatives.

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Ideally 1.5–3 years of experience in Investment Banking, M&A Advisory, Leveraged Finance, or a closely related transaction-focused role.
• Strong financial modeling, valuation, and financial statement analysis skills.
• Experience supporting M&A transactions, due diligence, or capital raising activities.
• Understanding of debt and equity capital structures, leverage, and investment returns.
• Advanced Excel and PowerPoint proficiency.
• Strong analytical, problem-solving, and communication skills.
• High attention to detail and the ability to manage multiple priorities.
• Self-motivated with the ability to work independently in a collaborative, entrepreneurial environment.
• Genuine interest in private investing, mezzanine financing, and lower-middle-market businesses.

• Investment banking experience with a middle-market or boutique firm.
• Exposure to manufacturing, industrial services, business services, distribution, or healthcare transactions.
• Experience with leveraged transactions, debt financing, or structured investments.
• Hands-on transaction execution and financial due diligence experience.
• Interest in building a long-term career on the buy side.

If you're an Investment Banking Analyst looking to transition to the buy side, work directly with experienced investment professionals, and enjoy a more balanced lifestyle without sacrificing meaningful transaction experience, we'd love to hear from you!

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified…