Senior Investment Analyst

Senior Investment Analyst – Family Office Richardson, TX
• Full-Time About Generational Group Generational Group is North America’s leading business transition firm, dedicated to helping business owners plan for and execute the successful sale of their company. With a team of more than 250 professionals and decades of combined M&A experience, we guide clients through every phase of the exit process — from strategic planning and business valuation to marketing, negotiation, and closing.

Our mission is to maximize the value business owners receive for their life’s work while ensuring a smooth and successful transition. We are committed to building long-term relationships grounded in trust, integrity, and results. At Generational Group, our people are our greatest asset, and we foster a collaborative, high-performance culture where every team member plays a meaningful role in our clients’ success.

About Generational Wealth Advisors Generational Wealth Advisors (“GWA”) is a rapidly growing Registered Investment Advisor located in the Dallas suburb of Richardson. As part of Generational Group, GWA focuses primarily on working with business owners and their families both in preparation for a liquidity event and throughout the years that follow.

Our clients include High Net Worth and Ultra High Net Worth individuals, Family Offices, and charitable organizations. Our work frequently involves clients experiencing significant liquidity events and requires thoughtful coordination of investment strategy, portfolio construction, tax and estate planning, and long-term family objectives.

GWA has been recognized by numerous organizations for its commitment to providing a high level of service to its clients.

Position Overview GWA is seeking a highly motivated and intellectually curious Senior Investment Analyst to join our growing Family Office investment team.

This individual will play an important role in evaluating investment opportunities and supporting the deployment and ongoing management of significant Family Office capital across both public and private markets.

The ideal candidate will have approximately 10 years of relevant investment experience, strong analytical and financial modeling skills, and meaningful experience evaluating private equity, direct investments, or other alternative investments.

This is a highly hands-on investment role. The successful candidate should enjoy digging deeply into an investment opportunity: reviewing a pitch deck, researching an industry, analyzing financial statements, building a financial model, questioning assumptions, speaking with investment managers or company executives, and ultimately developing a clear and well-supported investment recommendation.

We are looking for someone who is exceptionally bright, learns quickly, communicates clearly, and combines strong quantitative skills with sound business judgment.

This is also a growth-oriented role. As GWA and its Family Office capabilities continue to expand, the successful candidate will have the opportunity to assume progressively greater responsibility for investment analysis, portfolio construction, manager selection, and investment decision-making, with the potential to develop over time into a senior investment leadership position.

Key Responsibilities Investment Analysis & Underwriting
• Evaluate prospective investments across public and private markets, with particular emphasis on private equity, direct investments, co-investments, private credit, real estate, and other alternative investments.
• Review pitch decks, investment memoranda, financial statements, capitalization tables, operating models, and other diligence materials.
• Build detailed financial models, including valuation analyses, return…