Investment Analyst Blog Post

Allocator Jobs; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking an Investment Analyst to support strategic investment decisions. This role involves building complex financial models, conducting thorough analyses, and providing actionable insights across a diversified portfolio, including private equity and real estate. The ideal candidate will have a strong background in finance, excellent analytical skills, and proficiency in financial modeling tools. Join a dynamic team where your expertise will directly influence investment strategies and portfolio performance, contributing to transformative projects that make a significant impact in the market. If you are ready to take on a challenging and rewarding opportunity, this role is for you.

Qualifications

• Bachelor's degree required; MBA or CFA preferred.
• 5+ years in investment analysis or financial modeling.

Responsibilities

• Build and maintain financial models for diverse investments.
• Analyze investment opportunities and provide actionable recommendations.
• Track portfolio performance and optimize returns.

Skills

Financial Modeling

Valuation Techniques

Advanced Excel

Analytical Skills

Communication Skills

Data Visualization

Project Management

Education

Bachelor's Degree in Finance, Economics, Accounting

MBA or CFA

Tools

Power BI

Tableau

Microsoft Office Suite

Wall Street Prep

Financial Edge

Job description

McNair Interests is a private investment and management company headquartered in Houston, Texas. Our focus on transformative real estate projects, breakthrough medical discoveries and disciplined investments has enabled us to build a valuable and diversified company. Details below.

The Investment Analyst will support the CEO and President by building and maintaining complex financial models for a diversified portfolio that includes investments in private equity funds, real estate development, hospitality, and public equities. This individual will analyze new and existing investments, conduct due diligence, and provide actionable recommendations to inform strategic decisions. Focusing on rigorous financial analysis and clear communication, the analyst will be essential in helping shape the overall investment strategy and optimize portfolio performance across various asset classes.

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 experience in investment analysis, financial modeling, or related roles, preferably within private equity, investment banking, family office, or asset management.
• Coursework or certifications in areas like financial modeling, valuation techniques, and data analysis is ideal. Familiarity with platforms like Wall Street Prep, Financial Edge, or other recognized financial modeling programs is an advantage.
• Training in data visualization or proficiency with financial reporting software, such as Power BI, is beneficial.

Qualifications

The requirements listed below are representative of the knowledge, skill, and/or ability required:

• Expertise in financial modeling, valuation, and advanced Excel; proficiency in the use of PowerPoint and other Microsoft Office Suite applications.
• Strong analytical skills with experience in conducting sensitivity and scenario analyses.
• Ability to distill complex information and make data-driven recommendations in clear and concise ways.
• Excellent written and verbal communication skills; proficiency in creating and delivering presentations.
• Familiarity with financial reporting and data visualization tools (e.g., Tableau, Power BI) is advantageous.
• Ability to work independently, prioritize multiple projects, and meet deadlines.
• Direct exposure in investment administration, performance measurement, real estate analysis, and/or family trust administration is beneficial.
• Hands-on experience with portfolio investment applications.
• Extensive knowledge of investment performance metrics.
• Detailed understanding of marketable security and private equity transaction flow.
• Strong interpersonal skills and the ability to create and maintain solid working relationships across the organization and externally.
• Excellent attention to detail and an ability to produce high-quality, accurate work within designated deadlines.
• Ability to maintain confidential and/or proprietary information.

Duties and Responsibilities

• Track and monitor portfolio performance, identifying areas of risk, potential improvements, and strategies to optimize returns; provide regular performance reports and insights to ensure alignment with investment objectives.
• Build comprehensive financial models across various asset classes (PE, public equities, real estate, direct investments, etc.).
• Analyze investment opportunities and prepare clear, actionable recommendations.
• Conduct sensitivity analysis, scenario planning, and performance tracking to evaluate potential returns and risks.
• Collaborate with the Executive Vice President to refine investment strategies and inform decision-making.
• Perform due diligence on investment proposals, including market research and financial projections.
• Review and analyze investment documents, contracts, and legal agreements to identify key terms, risks, and opportunities; provide clear summaries and actionable recommendations to support decision-making.
• Assist in preparing presentations and reports for senior management and board members.
• Maintain a database of investment portfolios, including transaction flow, market valuation maintenance, and performance reporting workflow.