Job Summary:
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, you will be expected to provide significant support for modeling co-investments. Investment analysts also assist more senior investment personnel with portfolio management and program administration. This hands-on position involves 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'll conduct macro-level research, assist with due diligence, and contribute to investment recommendations and monitoring activities. We're seeking a detail-oriented, analytical professional with 2+ years of experience in finance or investments who is ready to take ownership of complex projects and contribute meaningfully to a dynamic, credit-focused investment team.
What You'll Do
Due Diligence & Portfolio Support
* Support due diligence processes by compiling research, maintaining deal flow tracking, and drafting internal materials
* Evaluate current and new credit investments alongside more senior investment personnel
* Track and interpret investment performance data, identifying risks and key trends
Market & Investment Research
* Scan public and private markets for emerging trends, risks, and opportunities
* Conduct macro and microeconomic research to support investment decisions
* Monitor market movements for public investments and track private investment performance
Financial Analysis & Modeling
* Take part in financial analysis of investment opportunities, including full valuation modeling
* Support team members with scenario analysis, data validation, and return modeling
* Create reports that assess liquidity, portfolio risk, and credit fundamentals
Operations & Administrative Support
* Manage investment calendars, reporting timelines, and diligence meetings
* Prepare investment memos, presentations, and insights for internal review
* Maintain thorough records for both public and private credit strategies
What We're Looking For
* Education: Bachelor's degree in Finance, Accounting, Economics, or a related field
* 2+ years of relevant professional experience in investment banking, M&A, private credit, or similar analytical roles.
* Strong financial modeling and excel skills
* Proficiency with Bloomberg or PitchBook or Power BI or Tableau
* Strong understanding of credit metrics and capital structures
Nice to Haves:
* Progress toward CFA, CAIA, or equivalent finance certifications
* PowerPoint and Presentation skills
* Willingness to learn and adapt to new technologies, methodologies, and market dynamics.
* Awareness of economic indicators and market trends.
Work Environment & Perks
* Hybrid work model – Four days in-office, one day remote
* Office located in Downtown Austin, Texas
* Exposure to senior professionals and complex deal structures
* Travel: Occasional domestic and international (~10%)
* Fast-paced, multi-asset investment platform