Senior Investment Analyst

Who We Are

The Texas Permanent School Fund (PSF) is a constitutionally established education endowment with a 150+ year history of supporting Texas public schools. Today, PSF manages more than $60 billionin assets and invests with a long-term perspective to generate sustainable funding for Texas K–12 education. Through a diversified investment portfolio, along with strong operational, legal, financial, and governance functions, PSF serves as a careful steward of public capital.

Our work helps secure billions of dollars in school district bonds and supports more than5 million students across 1,000+ school districts statewide. Guided by principles of fiduciary responsibility, integrity, and service to Texans, PSF plays an enduring role in strengthening public education and investing in Texas’s future.

As an experienced Investment Analyst within the Private and Public Credit team at Texas PSF Corporation, you will play a pivotal role in researching markets and analyzing fund investment opportunities in addition to providing support for modeling co-investments.

Thisroleinvolves applying advanced financial analysis, market research, and investment modeling to real-world decisions, while collaborating closely with team members to deliver strategic insights and achieve portfolio objectives.

You’llconduct macro-level research,assist with due diligence, and contribute to investment recommendations and monitoring activities.

We’reseeking a detail-oriented, analytical professional withover three yearsof experience ininvestmentbanking,finance,consulting, orinvestments,whoisready to take ownership of complex projects and contribute meaningfully to a dynamic, credit-focused investment team.

• Support due diligence processes by compiling research,maintainingdeal flow tracking, and drafting internal materials

• Monitor and assessexisting portfolio investments including performanceandrisk/exposures

• Evaluate new credit investments, including manager and co-investments,alongside more senior investment personnel

• Assist senior investment personnel with portfolio management and program administration

• Scan public and private markets for emerging trends, risks, and opportunities

• Conduct macro and microeconomic research to support investment decisions

• Assistwithfinancial analysis of investment opportunities, includingmanageranalysis and co-investmentmodeling

• Createportfolio analysisreports thatassessliquidity,risk, andunderlyingcredit fundamentals

• Provide general supportto the team on a day-to-day basis

• Maintain thorough records for both public and private credit strategies

• Bachelor’s degree in finance, Accounting, Economics, or a related field

• Over 3 years of experience in investment banking, finance, consulting or investing

• Strong financial modeling and excel skills

• Strong understanding of credit metrics and capital structures

• Proficiency with Bloomberg orPitch
  
  Bookor Power BI or Tableau

• Progress toward CFA, CAIA, or equivalent finance certifications

• PowerPoint and Presentation skills

• Willingness to learn and adapt tonew technologies, methodologies, and market dynamics

• Awareness of economic indicators and market trends

• Domestic up to 10%.

• Hybrid office/telework schedule.

• Ability to work/travel outside of normal business hours.

Texas PSF’s status as a special purpose governmental corporation allows for a unique opportunity to provide state employee benefits along with other company perks. Our extensive state employee benefits package includes retirement benefits,employer‑paid health and basic life insurance, generous paid holidays, and multiple retirement options—along with longevity pay and a range of optional insurance plans. You can findadditionalbenefits details atwww.ers.texas.gov. Employees also enjoy various in-house training and professional development opportunities, free downtown parking, flexible work arrangements, and an office location near the Moody Amphitheater at Waterloo Park.