Junior Investment Analyst: Deal Sourcing & Modeling

Dagen; The Woodlands (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

The Analyst at Dagen in The Woodlands, TX will join the investments deal team to execute the full transaction lifecycle, from sourcing and thesis development through underwriting and closing, then continuing into asset management.

The role is designed for an early-career candidate, offering repeated deal exposure, model building, diligence, and collaboration with senior leadership to support investment decisions on the firm’s own balance sheet.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, Real Estate, or a related field.
• Zero to two years of experience in investment banking, transaction advisory, private equity, corporate development, commercial real estate, valuation, or audit. Exceptional candidates directly out of an undergraduate program will be considered.
• Demonstrated financial modeling ability in Microsoft Excel, including construction of an integrated three-statement or property-level cash flow model without a template.
• Working command of accounting fundamentals and the relationships among the three financial statements.
• Strong written communication; able to reduce a complex analysis to a clear one-page summary.
• High attention to detail, strong organizational discipline, and the judgment to flag rather than paper over an inconsistency.
• Discretion in handling confidential transaction and family information.

Responsibilities

• Screen inbound opportunities against investment criteria and summarize each in a short written screen.
• Build and maintain target lists, market maps, and owner/intermediary contact databases within defined sectors and geographies.
• Maintain the pipeline record, including stage, next action, and owner, and prepare the recurring pipeline report for leadership.
• Support proprietary outreach to owners, operators, brokers, and intermediaries, including research on targets and drafting of initial outreach materials.
• Build and maintain operating models, including three-statement models, leveraged buyout models, real estate cash flow models, and returns analyses.
• Construct comparable company and precedent transaction analyses and, where applicable, discounted cash flow valuations.
• Run sensitivity and scenario analysis across entry multiple, leverage, growth, exit multiple, and hold period.
• Normalize historical financial statements and reconcile management-reported figures to underwriting assumptions, documenting every adjustment.
• Prepare investment committee exhibits, dashboards, and analytical summaries.
• Track acquired assets and operating businesses against the underwriting model and the value creation plan, and prepare monthly and quarterly variance reporting.
• Build and maintain the reporting package for each asset, including KPIs, covenant compliance, and liquidity position.
• Assist in preparing materials for lenders, partners, and internal stakeholders on portfolio performance.

Skills

Financial modeling

Excel proficiency

Financial analysis

Written communication

Attention to detail

Discretion

Education

Bachelor’s degree in Finance/Accounting/Economics/Business/Real Estate

Tools

NetSuite

ERP systems

Job description

The Analyst at Dagen in The Woodlands, TX will join the investments deal team to execute the full transaction lifecycle, from sourcing and thesis development through underwriting and closing, then continuing into asset management.

The role is designed for an early-career candidate, offering repeated deal exposure, model building, diligence, and collaboration with senior leadership to support investment decisions on the firm’s own balance sheet.