Investment Analyst-Single Family Office

Investment Analyst – Single Family Office

Dallas, TX (Uptown)

Join a lean, Dallas-based investment platform with a long-term, relationship-driven approach to deploying capital across public/private equity, hedge funds, real estate, and venture. This role offers direct exposure to senior decision-makers and meaningful involvement in investment decisions from day one.

Why This Role Stands Out

Entrepreneurial, low-bureaucracy environment

High visibility with senior partners and real decision-making

Broad exposure across a highly diversified portfolio

Strong work/life balance with a long-tenured, stable team

Generous compensation and benefits, including up to 10% 401(k) match

Clear path to increasing responsibility and investment impact

Collaborative, close-knit culture with excellent office environment

Key Responsibilities

Support full-cycle investment diligence, including financial modeling, research, and execution

Analyze and monitor portfolio performance across asset classes

Conduct market research and help evaluate new investment opportunities

Track deals, manage documentation, and assist through closing

Build pipeline through sourcing, screening, and investment thesis development

What Makes a Strong Fit

2–4 years of investing or relevant operating experience

Strong financial modeling and analytical skills

Self-starter comfortable in a small, high-responsibility team

Curious, detail-oriented, and capable of independent problem-solving

Strong communication skills; CFA progress is a plus

Compensation

$115K–$140K base + ~20% bonus + additional incentives