Investment Analyst

Search Services; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

A private equity firm in Houston is seeking an ambitious Investment Analyst to join its team. This role offers hands-on experience across the full investment lifecycle, with direct access to senior partners and significant responsibilities from the start. Candidates should have 1 to 3 years of experience in private equity or investment banking, excellent financial modeling skills, and strong organizational capabilities. This is a unique opportunity for professional growth in an entrepreneurial environment.

Qualifications

• 1 to 3 years of experience in private equity or investment banking.
• Extensive knowledge of financial and operating models.
• Strong organizational skills with the ability to prioritize effectively.
• Self-motivated with a desire to take on substantial responsibility.
• Strong written and verbal communication skills with both internal and external stakeholders.
• Ability to thrive in a highly visible role and manage stress and pressure effectively.

Responsibilities

• Initial review of investment opportunities and development of investment thesis and transaction structure.
• Financial modeling and valuation comparable analysis.
• Execution of comprehensive due diligence processes.
• Participation in negotiations of acquisition documentation.
• Preparation of Investment Committee materials and presentations.
• Portfolio management support including attendance at portfolio company Board meetings.
• Active participation in new business development and transaction sourcing initiatives.

Skills

Financial modeling

Valuation analysis

Organizational skills

Communication skills

Stress management

Job description

Our Client is a boutique private equity firm based in central Houston, providing debt and equity capital to energy and industrial companies. Operating under an independent sponsor model, the firm is highly entrepreneurial, exceptionally well connected, and led by partners with outstanding track records. This is a unique opportunity to join a growing platform with meaningful exposure and long-term upside.

ABOUT THE ROLE

Our Client is seeking an ambitious Investment Analyst to join its team and directly support investment and business development activities. This is a career-track opportunity offering hands-on experience across the full investment lifecycle, with direct access to senior partners and significant responsibility from day one. An MBA is not required for advancement.

RESPONSIBILITIES

• Initial review of investment opportunities and development of investment thesis and transaction structure
• Financial modeling and valuation comparable analysis
• Execution of comprehensive due diligence processes
• Participation in negotiations of acquisition documentation
• Preparation of Investment Committee materials and presentations
• Portfolio management support including attendance at portfolio company Board meetings
• Active participation in new business development and transaction sourcing initiatives

QUALIFICATIONS

• 1 to 3 years of experience in private equity or investment banking
• Extensive knowledge of financial and operating models
• Strong organizational skills with the ability to prioritize effectively
• Self-motivated with a desire to take on substantial responsibility
• Strong written and verbal communication skills with both internal and external stakeholders
• Ability to thrive in a highly visible role and manage stress and pressure effectively