Investment Analyst

5 days ago


Houston TX United States Augustine Talent Group Full time

Analyst - Investment Management

Analysts are responsible for supporting the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate across Teams to help inform leadership in investment due diligence, decisions, and monitoring, contributing to the Firm's overall success.

Key Responsibilities:

  • Evaluate new investment opportunities and support the monitoring of existing investments, primarily across the full range of private markets
  • Collaborate on initial due diligence and prepare Investment Memos to be presented to the Investment Committee
  • Assist the Portfolio Management Team in monitoring and tracking existing investments and portfolios, including gathering and analyzing data on existing investments

Success as an Analyst in the Investment Management team will be measured by:

  • High-quality investment diligence and analysis, culminating in the creation of Investment Committee memos
  • Ability to deliver quality work, on time, with strong attention to detail
  • Proficiency to work within and across Teams to bring success to all members of the Firm
  • Ability to demonstrate and communicate an understanding of the financial markets and economics

Requirements:

  • Bachelor's degree in Finance, Economics, or a related field. Progress toward the CAIA, CFA or MBA is preferred
  • 2-3 years of investment industry experience is preferred
  • Ability to work in a fast-paced environment under strict deadlines
  • Exceptional organizational and written communication skills with exacting attention to detail
  • Research experience and financial knowledge, with understanding of accounting and financial valuation
  • Experience in DealCloud and/or Caissa is a strong plus, as well as other data analytics software platforms
  • Strong proficiency with Microsoft Office, and specifically Microsoft Excel
  • A solid understanding of underlying macro- and micro-economic forces and trends
  • Ability to quickly learn and utilize quantitative modeling techniques
  • Strong communication skills
  • Selfless team player with a strong work ethic

Compensation Structure:

  • Base salary will be commensurate with experience
  • Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
  • Participation in our matching 401k plan
  • We offer a generous PTO plan, along with an excellent benefits portfolio

  • Investment Analyst

    2 months ago


    houston, United States Augustine Talent Group Full time

    Analyst - Investment Management Analysts are responsible for supporting the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate across Teams to help inform leadership in investment due diligence, decisions, and monitoring, contributing to the Firm's overall success.Key Responsibilities:Evaluate...

  • Investment Analyst

    2 months ago


    Houston, United States Augustine Talent Group Full time

    Analyst - Investment Management Analysts are responsible for supporting the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate across Teams to help inform leadership in investment due diligence, decisions, and monitoring, contributing to the Firm's overall success.Key Responsibilities:Evaluate...

  • Investment Analyst

    2 months ago


    Houston, United States Augustine Talent Group Full time

    Analyst - Investment Management Analysts are responsible for supporting the Investment Management Team in evaluating and monitoring investment opportunities. In this role, you will collaborate across Teams to help inform leadership in investment due diligence, decisions, and monitoring, contributing to the Firm's overall success.Key Responsibilities:Evaluate...


  • Houston, United States Selby Jennings Full time

    Title: Investment Banking Senior Analyst Company Summary: We are currently partnered with a leading middle market Investment Bank looking to add an experienced Investment Banking Senior Analyst to their growing team. This Analyst will have the opportunity to join a team with some of the best and most influential bankers, gaining sell-side and buy-side M&A...

  • Investment Analyst

    6 days ago


    Houston, United States Executive Integrity | B Corp™ Full time

    Job title: Investment AnalystLocation: Houston, TXWho are we recruiting for?We are recruiting on behalf of a leading global energy transition company specializing in sustainable fuels and clean energy solutions.What will you be doing?Designing and maintaining models for M&A evaluation, commodity trade pricing, and risk management.Conducting in-depth industry...

  • Investment Analyst

    6 days ago


    Houston, United States McNair Interests Full time

    Description Position at McNair Interests Education and/or Experience A bachelor's degree, preferably in Finance, Economics, Accounting, or a related field is required from an accredited college or university. A Master's in Business Administration (MBA) or Chartered Financial Analyst (CFA) designation is strongly preferred. A minimum of 5 years of...


  • Houston, United States Selby Jennings Full time

    Job DescriptionJob DescriptionTitle: Investment Banking Senior AnalystCompany Summary: We are currently partnered with a leading middle market Investment Bank looking to add an experienced Investment Banking Senior Analyst to their growing team. This Analyst will have the opportunity to join a team with some of the best and most influential bankers, gaining...

  • Investment Analyst

    7 days ago


    Houston, Texas, United States Michael Page Full time

    **Investment Opportunities Abound**We are seeking a highly motivated Investment Analyst to join our team in Houston. As an Investment Analyst, you will play a critical role in identifying and evaluating new investment opportunities, as well as managing our existing portfolio.Your key responsibilities will include:Evaluating potential investment...


  • Houston, Texas, United States Selby Jennings Full time

    Job TitleInvestment Banking Senior Financial AnalystOverviewSelby Jennings, a leading global recruitment organization, is seeking an experienced Investment Banking Senior Financial Analyst to join their team. This role offers the opportunity to work with a top-tier investment bank, gaining expertise in sell-side and buy-side M&A...


  • houston, United States Selby Jennings Full time

    Title: Investment Banking Senior Analyst Company Summary: We are currently partnered with a leading middle market Investment Bank looking to add an experienced Investment Banking Senior Analyst to their growing team. This Analyst will have the opportunity to join a team with some of the best and most influential bankers, gaining sell-side and buy-side M&A...


  • Houston, United States Dinerstein Companies Full time

    Description The Investment Analyst Intern will be based in TDC's Houston, Texas office. Job responsibilities will include assisting with all aspects of the investment team's functions including acquisitions, capital markets, fund and asset management. The investment analyst intern's responsibilities will include financial modeling of acquisitions, economic...


  • Houston, Texas, United States Luxury Homes Realty Full time

    We are looking for a skilled Real Estate Investment Analyst to join our team in Houston. As an analyst, you will be responsible for researching and analyzing market trends, assessing property value, and developing data-driven insights to inform investment decisions. Your ability to communicate complex information effectively will be essential in...


  • Houston, Texas, United States Bank of America Full time

    Company OverviewWe believe in delivering exceptional results for our clients. Our Global Corporate & Investment Banking business focuses on building long-term relationships with large U.S. and multinational corporations, financial institutions, and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions,...

  • Investment Analyst

    2 days ago


    Houston, Texas, United States LHH Recruitment Solutions Full time

    About the OpportunityWe are seeking a highly motivated Investment Analyst to join our team in Central Houston. As an entry-level role, this position is ideal for someone with a solid foundation in investment analysis and a passion for the commercial real estate industry.The successful candidate will support project managers and the finance team by...

  • Investment Analyst

    4 months ago


    Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment...


  • Houston, Texas, United States Scotiabank Full time

    The Power and Utilities Investment Banking team at Scotiabank is a leading renewable energy investment banking platform. As an analyst, you will have the opportunity to contribute to live transactions, including sell-side renewable asset/portfolio sales and capital raises for leading renewable platforms.\You will work on evaluating and analyzing the...

  • Campus Recruiting

    4 days ago


    Houston, United States USBANCORP PIPER JAFFRAY INC Full time

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an...

  • Campus Recruiting

    6 days ago


    Houston, United States Piper Sandler Companies Full time

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an...


  • Houston, TX, United States Selby Jennings Full time

    Title: Investment Banking Vice PresidentCompany Summary: We are currently partnered with a high performing, specialty boutique investment bank looking to add an Investment Banking VP to their team in Houston, TX. This individual will have the opportunity to gain extensive M&A execution experience and follow a pathway to Director, advancing in their career as...

  • Investment Manager

    4 weeks ago


    Houston, Texas, United States PineBridge Investments Full time

    PineBridge Investments is a global asset manager with a focus on active, high conviction investing. Our team of experts collaborates to identify the best investment ideas, ensuring our clients' expectations are exceeded every day. With $168.2 billion in assets under management as of 31 March, we provide sophisticated investors worldwide with a range of...