Investment Analyst

Filioncapital; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus structure

Career growth opportunities

Mentorship from senior investors

Exposure to live deals and portfolio management

Job summary

A private equity firm based in Dallas is seeking a highly motivated Investment Analyst to support investment opportunities across multiple sectors. This entry-level position involves conducting financial modeling, market research, and assisting in deal origination. Candidates should have a Bachelor's degree and strong financial skills. The firm offers a competitive salary, performance-based bonuses, and direct mentorship in a fast-growing environment.

Qualifications

• 1–2 years of relevant experience in investment banking or similar fields preferred; strong new graduates considered.
• Entrepreneurial mindset with the ability to thrive in fast-paced environments.

Responsibilities

• Conduct financial modeling and analysis for potential investments.
• Perform market research to identify attractive sectors.
• Support deal origination through tracking and coordination.
• Assist in preparing investment memoranda and presentations.
• Participate in management calls and portfolio monitoring.

Skills

Financial modeling

Analytical and research skills

Problem-solving abilities

Communication skills

Proficiency in Excel

Proficiency in PowerPoint

Interest in global markets

Education

Bachelor’s degree in Finance, Economics or related

Job description

We are seeking a highly motivated Investment Analyst to join our growing team. This is an entry-level role for candidates passionate about private equity, financial markets, and global deal-making. The Analyst will support the origination, diligence, and execution of investment opportunities across multiple sectors, with exposure to both U.S. and international markets.

The role provides direct mentorship from senior leadership and offers a fast-track learning environment for those looking to build a career in private equity.

Key Responsibilities

• Conduct financial modeling, valuation, and returns analysis for potential investments.
• Perform market research, industry mapping, and competitor benchmarking to identify attractive sectors and deal flow.
• Support deal origination through pipeline tracking, preliminary diligence, and outreach coordination.
• Assist in preparing investment memoranda, presentations, and committee materials.
• Maintain and update databases of deals, contacts, and industry intelligence.
• Participate in management calls, site visits, and portfolio monitoring as required.

Collaborate with Associates and Principals to drive transactions from sourcing to close.

Job Nature

Full Time

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field (Master’s a plus).
• 1–2 years of relevant experience in investment banking, consulting, asset management, or private equity preferred; exceptional new graduates will be considered.
• Strong financial modeling and Excel skills; proficiency in PowerPoint required.
• Excellent research, analytical, and problem-solving abilities.
• Exceptional written and verbal communication skills.
• Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth environment.
• Interest in global markets, with bonus points for exposure to Africa, emerging markets, or international business.

What We Offer

• Competitive salary and performance-based bonus structure.
• Direct mentorship from senior investors with significant transaction experience.
• Early responsibility and exposure to live deals and portfolio management.
• Career growth opportunities within a fast-scaling firm.
• A mission-driven culture focused on building businesses that shape the future.

Interested candidates can send their resumes to [e-mail] mentioning "Job Title" in the subject line.