Associate
Location
Dallas, TX
Job Type
Full-time
Category
other-general
Posted
June 01, 2026
Description We are looking for an Associate to join a fast-moving investment environment in Dallas, Texas. In this role, you will contribute to financial analysis, portfolio insights, and fund-related reporting while working closely with internal stakeholders across the firm. The ideal candidate brings a strong analytical foundation, sharp attention to detail, and the ability to manage multiple priorities in a collaborative setting.
Responsibilities:
• Evaluate financial and investment data to support portfolio decisions and broader business initiatives
• Prepare recurring and ad hoc reports that track fund performance, investment results, and key metrics for internal and investor-facing needs
• Monitor portfolio activity and develop analysis that helps identify trends, risks, and performance drivers across investments
• Build and maintain financial models, presentations, and summary materials for leadership and other stakeholders
• Review cash flow activity and...
Responsibilities:
• Evaluate financial and investment data to support portfolio decisions and broader business initiatives
• Prepare recurring and ad hoc reports that track fund performance, investment results, and key metrics for internal and investor-facing needs
• Monitor portfolio activity and develop analysis that helps identify trends, risks, and performance drivers across investments
• Build and maintain financial models, presentations, and summary materials for leadership and other stakeholders
• Review cash flow activity and...