Investment Analyst - Private Equity & Mezzanine Investments

Jobot; Dallas (TX); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Signing bonus

Performance bonus

Work-life balance

Senior exposure

Job summary

Jobot is seeking an analytically strong Investment Analyst / Associate to join its private equity team in Dallas, TX. Transition from investment banking to the buy-side and gain direct exposure to private investments across multiple industries.

Responsibilities include building financial models, evaluating subordinated debt and equity structures, and supporting transactions from due diligence through closing. Competitive base, signing bonus, and performance bonus are offered.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 1.5–3 years of experience in Investment Banking, M&A Advisory, Leveraged Finance, or related roles.
• Strong financial modeling, valuation, and financial statement analysis skills.
• Experience supporting M&A transactions, due diligence, or capital raising activities.
• Understanding of debt and equity capital structures, leverage, and investment returns.
• Advanced Excel and PowerPoint proficiency.
• Self-motivated with the ability to work independently in a collaborative environment.

Responsibilities

• Evaluate potential investment opportunities through financial statement analysis, industry research, and business performance assessments.
• Build and maintain detailed financial models, including valuation, cash flow projections, investment returns, and capital structure analysis.
• Analyze investment opportunities involving subordinated debt, preferred equity, and common equity.
• Conduct financial and operational due diligence on prospective portfolio companies.
• Evaluate business models, competitive positioning, management teams, and industry trends.
• Prepare investment memoranda, presentations, and financial analysis to support investment decisions.
• Assist with transaction structuring, execution, and closing activities.
• Work closely with senior investment professionals throughout the investment process.
• Monitor portfolio company performance, financial results, and investment risks.
• Support ongoing portfolio management and strategic initiatives.

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field

Tools

Excel

PowerPoint

Job description

Investment Analyst - Private Equity & Mezzanine Investments

$100000 - $140000 per year | Dallas, TX | On-site | Permanent

Dallas, TX | Competitive Base + Signing Bonus + Performance Bonus

A bit about us:

We are an established private investment firm in Dallas, TX, specializing in providing flexible capital solutions to lower-middle-market businesses across a variety of industries, including manufacturing, industrial services, business services, distribution, and healthcare.

Our investment approach combines subordinated debt, preferred equity, and common equity to support acquisitions, business expansion, recapitalizations, and ownership transitions.

We are looking for a highly motivated Investment Analyst / Associate with a strong investment banking background to join our growing team!

This is an exciting opportunity for someone looking to transition from Investment Banking to the buy side, gain direct exposure to private investments, and play a meaningful role in evaluating and executing transactions.

Why join us?

• Competitive compensation package with base salary, signing bonus, and performance-based bonus
• Excellent work-life balance compared to traditional investment banking
• Minimal weekend work and a flexible, results-oriented culture
• Direct exposure to senior investment professionals and investment decision-making
• Opportunity to work on a variety of transactions across multiple industries
• Hands-on involvement in the investment process, from initial evaluation through closing
• Lean, collaborative team with significant opportunities to take ownership of projects
• No micromanagement or unnecessary face-time expectations
• Opportunity to build a long-term career in private investments

Job Details

We are seeking an analytically strong Investment Analyst / Associate to support the evaluation, structuring, execution, and monitoring of private investments in lower-middle-market companies.

Responsibilities:

• Evaluate potential investment opportunities through financial statement analysis, industry research, and business performance assessments.
• Build and maintain detailed financial models, including valuation, cash flow projections, investment returns, and capital structure analysis.
• Analyze investment opportunities involving subordinated debt, preferred equity, and common equity.
• Conduct financial and operational due diligence on prospective portfolio companies.
• Evaluate business models, competitive positioning, management teams, and industry trends.
• Prepare investment memoranda, presentations, and financial analysis to support investment decisions.
• Assist with transaction structuring, execution, and closing activities.
• Work closely with senior investment professionals throughout the investment process.
• Monitor portfolio company performance, financial results, and investment risks.
• Support ongoing portfolio management and strategic initiatives.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Ideally 1.5–3 years of experience in Investment Banking, M&A Advisory, Leveraged Finance, or a closely related transaction-focused role.
• Strong financial modeling, valuation, and financial statement analysis skills.
• Experience supporting M&A transactions, due diligence, or capital raising activities.
• Understanding of debt and equity capital structures, leverage, and investment returns.
• Advanced Excel and PowerPoint proficiency.
• Strong analytical, problem-solving, and communication skills.
• High attention to detail and the ability to manage multiple priorities.
• Self-motivated with the ability to work independently in a collaborative, entrepreneurial environment.
• Genuine interest in private investing, mezzanine financing, and lower-middle-market businesses.

Preferred Experience:

• Investment banking experience with a middle-market or boutique firm.
• Exposure to manufacturing, industrial services, business services, distribution, or healthcare transactions.
• Experience with leveraged transactions, debt financing, or structured investments.
• Hands-on transaction execution and financial due diligence experience.
• Interest in building a long-term career on the buy side.

If you're an Investment Banking Analyst looking to transition to the buy side, work directly with experienced investment professionals, and enjoy a more balanced lifestyle without sacrificing meaningful transaction experience, we'd love to hear from you!

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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